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CIM LLC’s Interactive Brokers IBKR Stock Holding History

CIM LLC’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 		$2.78M Sell
41,476
-3,107
-7% -$222K 0.4% 52
2025
Q4 		$2.87M Buy
44,583
+5,383
+14% +$360K 0.38% 47
2025
Q3 		$2.7M Buy
39,200
+2,048
+6% +$129K 0.35% 48
2025
Q2 		$2.06M Buy
37,152
+2,616
+8% +$124K 0.28% 65
2025
Q1 		$1.43M Buy
34,536
+112
+0.3% +$5.55K 0.21% 76
2024
Q4 		$1.52M Buy
+34,424
New +$1.45M 0.22% 78
2018
Q3 		– Sell
-30,880
Closed -$497K – 118
2018
Q2 		$497K Buy
+30,880
New +$559K 0.18% 64

Other funds holding IBKR

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIM LLC's IBKR Position: Q1 2026 in Review

CIM LLC reduced its Interactive Brokers (IBKR) stake by 7% in Q1 2026, selling an estimated $222K and leaving 41,476 shares worth $2.78M. The position accounts for 0.4% of the portfolio, ranked #52.

CIM LLC first reported a position in IBKR in Q2 2018 and has held it in 7 quarters since. The position peaked at $2.87M in Q4 2025. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • CIM LLC held 41,476 shares of Interactive Brokers worth $2.78M as of Q1 2026.
  • CIM LLC sold 3,107 Interactive Brokers shares in Q1 2026, an estimated $222K.
  • Interactive Brokers made up 0.4% of CIM LLC's portfolio in Q1 2026, its #52 holding.
  • CIM LLC first reported a position in Interactive Brokers in Q2 2018 and has held it in 7 quarters since.
  • CIM LLC's Interactive Brokers position peaked at $2.87M in Q4 2025.
  • 994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on CIM LLC's 13F filing for Q1 2026, filed 18 May 2026.