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Cromwell Holdings’s Interactive Brokers IBKR Stock Holding History

Cromwell Holdings’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
Q2 		$41.3K Buy
474
+414
+690% +$34.5K 0.02% 515
2026
Q1 		$4.02K Hold
60
– – ﹤0.01% 622
2025
Q4 		$3.86K Hold
60
– – ﹤0.01% 628
2025
Q3 		$4.13K Hold
60
– – ﹤0.01% 635
2025
Q2 		$3.33K Buy
60
+28
+88% +$1.33K ﹤0.01% 642
2025
Q1 		$1.32K Buy
+32
New +$1.59K ﹤0.01% 632

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cromwell Holdings's IBKR Position: Q2 2026 in Review

Cromwell Holdings increased its Interactive Brokers (IBKR) stake by 690% in Q2 2026, buying an estimated $34.5K and bringing the position to 474 shares worth $41.3K. The position accounts for 0.02% of the portfolio, ranked #515.

Cromwell Holdings first reported a position in IBKR in Q1 2025 and has held it in 6 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Cromwell Holdings held 474 shares of Interactive Brokers worth $41.3K as of Q2 2026.
  • Cromwell Holdings bought 414 Interactive Brokers shares in Q2 2026, an estimated $34.5K.
  • Interactive Brokers made up 0.02% of Cromwell Holdings's portfolio in Q2 2026, its #515 holding.
  • Cromwell Holdings first reported a position in Interactive Brokers in Q1 2025 and has held it in 6 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.