Caldwell Investment Management’s Interactive Brokers IBKR Stock Holding History

Caldwell Investment 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
2026 Q1	$886K	Sell	13,900 -13,200	-49%	-$942K	0.35%	44
2025 Q4	$1.76M	Hold	27,100	–	–	1.08%	16
2025 Q3	$1.86M	Sell	27,100 -3,300	-11%	-$208K	1.22%	16
2025 Q2	$1.68M	Buy	30,400 +3,200	+12%	+$152K	1.46%	14
2025 Q1	$1.11M	Hold	27,200	–	–	0.83%	23
2024 Q4	$1.22M	Buy	+27,200	New	+$1.15M	0.82%	29

Other funds holding IBKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Caldwell Investment Management's IBKR Position: Q1 2026 in Review

Caldwell Investment Management reduced its Interactive Brokers (IBKR) stake by 49% in Q1 2026, selling an estimated $942K and leaving 13,900 shares worth $886K. The position accounts for 0.35% of the portfolio, ranked #44.

Caldwell Investment Management first reported a position in IBKR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.86M in Q3 2025. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Caldwell Investment Management held 13,900 shares of Interactive Brokers worth $886K as of Q1 2026.
Caldwell Investment Management sold 13,200 Interactive Brokers shares in Q1 2026, an estimated $942K.
Interactive Brokers made up 0.35% of Caldwell Investment Management's portfolio in Q1 2026, its #44 holding.
Caldwell Investment Management first reported a position in Interactive Brokers in Q4 2024 and has held it in 6 quarters since.
Caldwell Investment Management's Interactive Brokers position peaked at $1.86M in Q3 2025.
994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Caldwell Investment Management's 13F filing for Q1 2026, filed 14 May 2026.