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Delta Investment Management’s Interactive Brokers IBKR Stock Holding History

Delta 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 		$998K Sell
14,875
-144
-1% -$10.3K 0.18% 96
2025
Q4 		$966K Sell
15,019
-124
-0.8% -$8.3K 0.17% 103
2025
Q3 		$1.04M Buy
15,143
+587
+4% +$36.9K 0.19% 89
2025
Q2 		$807K Sell
14,556
-1,784
-11% -$84.6K 0.16% 96
2025
Q1 		$676K Buy
16,340
+1,044
+7% +$51.7K 0.14% 90
2024
Q4 		$676K Buy
15,296
+496
+3% +$20.9K 0.13% 98
2024
Q3 		$516K Buy
+14,800
New +$458K 0.11% 116

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

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

Delta Investment Management reduced its Interactive Brokers (IBKR) stake by 0.96% in Q1 2026, selling an estimated $10.3K and leaving 14,875 shares worth $998K. The position accounts for 0.18% of the portfolio, ranked #96.

Delta Investment Management first reported a position in IBKR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q3 2025. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Delta Investment Management held 14,875 shares of Interactive Brokers worth $998K as of Q1 2026.
  • Delta Investment Management sold 144 Interactive Brokers shares in Q1 2026, an estimated $10.3K.
  • Interactive Brokers made up 0.18% of Delta Investment Management's portfolio in Q1 2026, its #96 holding.
  • Delta Investment Management first reported a position in Interactive Brokers in Q3 2024 and has held it in 7 quarters since.
  • Delta Investment Management's Interactive Brokers position peaked at $1.04M in Q3 2025.
  • 994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

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