Gardner Lewis Asset Management’s Interactive Brokers IBKR Stock Holding History

Gardner Lewis Asset 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	$2.16M	Buy	32,275 +1,490	+5%	+$106K	0.47%	52
2025 Q4	$1.98M	Buy	30,785 +3,285	+12%	+$220K	0.5%	51
2025 Q3	$1.89M	Sell	27,500 -460	-2%	-$28.9K	0.45%	46
2025 Q2	$1.55M	Sell	27,960 -7,920	-22%	-$376K	0.39%	54
2025 Q1	$1.49M	Buy	+35,880	New	+$1.78M	0.36%	60

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

Gardner Lewis Asset Management's IBKR Position: Q1 2026 in Review

Gardner Lewis Asset Management increased its Interactive Brokers (IBKR) stake by 4.8% in Q1 2026, buying an estimated $106K and bringing the position to 32,275 shares worth $2.16M. The position accounts for 0.47% of the portfolio, ranked #52.

Gardner Lewis Asset Management first reported a position in IBKR in Q1 2025 and has held it in 5 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Gardner Lewis Asset Management held 32,275 shares of Interactive Brokers worth $2.16M as of Q1 2026.
Gardner Lewis Asset Management bought 1,490 Interactive Brokers shares in Q1 2026, an estimated $106K.
Interactive Brokers made up 0.47% of Gardner Lewis Asset Management's portfolio in Q1 2026, its #52 holding.
Gardner Lewis Asset Management first reported a position in Interactive Brokers in Q1 2025 and has held it in 5 quarters since.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Gardner Lewis Asset Management's 13F filing for Q1 2026, filed 8 May 2026.