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IBEX Wealth Advisors’s Microsoft MSFT Stock Holding History

IBEX Wealth Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-342
Closed -$519K – 270
2019
Q2 		$519K Buy
+342
New +$43.4K 0.15% 113

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IBEX Wealth Advisors's MSFT Position: Q1 2026 in Review

IBEX Wealth Advisors reduced its Microsoft (MSFT) stake by 11% in Q1 2026, selling an estimated $3.67M and leaving 72,440 shares worth $26.8M. The position accounts for 2.5% of the portfolio, ranked #4.

IBEX Wealth Advisors first reported a position in MSFT in Q3 2016 and has held it in 38 quarters since. The position peaked at $39.3M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • IBEX Wealth Advisors held 72,440 shares of Microsoft worth $26.8M as of Q1 2026.
  • IBEX Wealth Advisors sold 8,759 Microsoft shares in Q1 2026, an estimated $3.67M.
  • Microsoft made up 2.5% of IBEX Wealth Advisors's portfolio in Q1 2026, its #4 holding.
  • IBEX Wealth Advisors first reported a position in Microsoft in Q3 2016 and has held it in 38 quarters since.
  • IBEX Wealth Advisors's Microsoft position peaked at $39.3M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.