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Brown, Lisle/Cummings’s iShares Bitcoin Trust IBIT Stock Holding History

Brown, Lisle/Cummings’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.9K Sell
419
-21
-5% -$854 ﹤0.01% 568
2026
Q1 		$16.9K Buy
440
+40
+10% +$1.73K ﹤0.01% 494
2025
Q4 		$19.9K Hold
400
– – ﹤0.01% 432
2025
Q3 		$26K Hold
400
– – 0.01% 400
2025
Q2 		$24.5K Sell
400
-65
-14% -$3.64K 0.01% 405
2025
Q1 		$21.8K Hold
465
– – 0.01% 411
2024
Q4 		$24.7K Hold
465
– – 0.01% 391
2024
Q3 		$16.8K Sell
465
-760
-62% -$26.4K 0.01% 409
2024
Q2 		$41.8K Buy
+1,225
New +$45.8K 0.01% 327

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Brown, Lisle/Cummings's IBIT Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its iShares Bitcoin Trust (IBIT) stake by 4.8% in Q2 2026, selling an estimated $854 and leaving 419 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Brown, Lisle/Cummings first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $41.8K in Q2 2024. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Brown, Lisle/Cummings held 419 shares of iShares Bitcoin Trust worth $13.9K as of Q2 2026.
  • Brown, Lisle/Cummings sold 21 iShares Bitcoin Trust shares in Q2 2026, an estimated $854.
  • iShares Bitcoin Trust made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #568 holding.
  • Brown, Lisle/Cummings first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • Brown, Lisle/Cummings's iShares Bitcoin Trust position peaked at $41.8K in Q2 2024.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.