SEC 13F Intelligence

Ibex Wealth Advisors / MSFT

Ibex Wealth Advisors’s Microsoft Corp Position

Does Ibex Wealth Advisors own Microsoft Corp (MSFT)? Yes — 72.4K shares worth $27M (+2.50% of its 13F portfolio) as of Q1 2026, down from 81.2K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
72.4K
% of Portfolio
+2.50%
Quarters Held
29
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $10MQ2 ’19: $11MQ3 ’19: $11MQ4 ’19: $12MQ4 ’19Q1 ’20: $12MQ2 ’20: $15MQ3 ’20: $16MQ4 ’20: $17MQ4 ’20Q1 ’21: $18MQ2 ’21: $20MQ3 ’21: $21MQ4 ’21: $26MQ4 ’21Q1 ’22: $21MQ2 ’22: $16MQ3 ’22: $15MQ4 ’22: $15,106Q4 ’22Q1 ’23: $19,957Q3 ’23: $21,906Q4 ’23: $26,835Q1 ’24: $15,106Q1 ’24Q2 ’24: $33MQ3 ’24: $3MQ4 ’24: $32MQ1 ’25: $26MQ1 ’25Q2 ’25: $35MQ3 ’25: $36MQ4 ’25: $39MQ1 ’26: $27MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202672.4K$27M+2.50%
Q4 202581.2K$39M+3.85%
Q3 202569.9K$36M+3.47%
Q2 202569.4K$35M+3.68%
Q1 202568.5K$26M+3.40%
Q4 202477.0K$32M+3.82%
Q3 20249.7K$3M+0.80%
Q2 202474.5K$33M+5.19%
Q1 202463.0K$15,106+4.09%
Q4 202371$26,835+5.83%
Q3 202369.4K$21,906+5.58%
Q1 202369.2K$19,957+5.18%
Q4 202263.0K$15,106+3.41%
Q3 202263.1K$15M+3.82%
Q2 202263.7K$16M+3.77%
Q1 202267.8K$21M+4.01%
Q4 202176.5K$26M+4.55%
Q3 202176.0K$21M+4.13%
Q2 202175.5K$20M+4.09%
Q1 202175.3K$18M+4.38%
Q4 202074.4K$17M+4.32%
Q3 202073.8K$16M+4.51%
Q2 202074.0K$15M+4.84%
Q1 202077.2K$12M+4.74%
Q4 201978.4K$12M+3.79%
Q3 201979.8K$11M+3.68%
Q2 201981.4K$11M+3.14%
Q1 201986.4K$10M+3.57%
Q4 201893.1K$9M+4.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ibex Wealth Advisors’s full portfolio or all institutional holders of MSFT.