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Blume Capital Management’s Interactive Brokers IBKR Stock Holding History

Blume Capital Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2
Closed -$111 – 390
2025
Q2 		$111 Buy
+2
New +$95 ﹤0.01% 432
2024
Q3 		– Sell
-160
Closed -$4.93K – 355
2024
Q2 		$4.93K Sell
160
-140
-47% -$4.18K ﹤0.01% 280
2024
Q1 		$8.39K Sell
300
-336
-53% -$8.37K ﹤0.01% 254
2023
Q4 		$13.2K Hold
636
– – ﹤0.01% 236
2023
Q3 		$13.8K Hold
636
– – ﹤0.01% 232
2023
Q2 		$13.2K Buy
+636
New +$12.5K ﹤0.01% 233

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blume Capital Management's IBKR Position: Q3 2025 in Review

Blume Capital Management sold out of Interactive Brokers (IBKR) in Q3 2025, closing a stake of 2 shares — an estimated $111 sold.

Blume Capital Management first reported a position in IBKR in Q2 2023 and held it in 6 quarters. The position peaked at $13.8K in Q3 2023. 912 funds tracked by Wall St. Rank hold IBKR as of Q3 2025.

  • Blume Capital Management reported no remaining Interactive Brokers position as of Q3 2025 after selling out during the quarter.
  • Blume Capital Management sold 2 Interactive Brokers shares in Q3 2025, an estimated $111.
  • Blume Capital Management first reported a position in Interactive Brokers in Q2 2023 and held it in 6 quarters.
  • Blume Capital Management's Interactive Brokers position peaked at $13.8K in Q3 2023.
  • 912 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2025.

Based on Blume Capital Management's 13F filing for Q3 2025, filed 6 Nov 2025.