Greenwich Wealth Management’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $666M | Buy |
9,924,043
+738,935
| +8% | +$52.7M | 27.17% | 1 |
|
|
2025
Q4 | $591M | Sell |
9,185,108
-1,182,168
| -11% | -$79.1M | 26.35% | 1 |
|
|
2025
Q3 | $713M | Sell |
10,367,276
-497,256
| -5% | -$31.3M | 35.59% | 1 |
|
|
2025
Q2 | $602M | Buy |
10,864,532
+43,104
| +0.4% | +$2.04M | 29.22% | 1 |
|
|
2025
Q1 | $448M | Sell |
10,821,428
-276,900
| -2% | -$13.7M | 33.9% | 1 |
|
|
2024
Q4 | $490M | Sell |
11,098,328
-818,564
| -7% | -$34.5M | 34.56% | 1 |
|
|
2024
Q3 | $415M | Sell |
11,916,892
-596
| -0% | -$18.5K | 28.24% | 1 |
|
|
2024
Q2 | $365M | Buy |
11,917,488
+32,152
| +0.3% | +$959K | 26.68% | 1 |
|
|
2024
Q1 | $332M | Sell |
11,885,336
-587,368
| -5% | -$14.6M | 26.44% | 1 |
|
|
2023
Q4 | $258M | Buy |
12,472,704
+1,268
| +0% | +$25.9K | 25.53% | 1 |
|
|
2023
Q3 | $270M | Buy |
12,471,436
+758,220
| +6% | +$16.9M | 28.52% | 1 |
|
|
2023
Q2 | $243M | Buy |
11,713,216
+8,572
| +0.1% | +$169K | 25.56% | 1 |
|
|
2023
Q1 | $242M | Sell |
11,704,644
-2,401,956
| -17% | -$48.9M | 26.35% | 1 |
|
|
2022
Q4 | $255M | Sell |
14,106,600
-6,248,500
| -31% | -$117M | 28.07% | 1 |
|
|
2022
Q3 | $325M | Buy |
20,355,100
+10,391,068
| +104% | +$160M | 34.67% | 1 |
|
|
2022
Q2 | $137M | Sell |
9,964,032
-4,967,944
| -33% | -$73.8M | 18.15% | 1 |
|
|
2022
Q1 | $246M | Sell |
14,931,976
-7,939,820
| -35% | -$137M | 25.12% | 1 |
|
|
2021
Q4 | $454M | Sell |
22,871,796
-9,712,136
| -30% | -$181M | 37.11% | 1 |
|
|
2021
Q3 | $508M | Buy |
32,583,932
+2,510,156
| +8% | +$39.5M | 42.27% | 1 |
|
|
2021
Q2 | $494M | Sell |
30,073,776
-5,046,916
| -14% | -$87.3M | 42.17% | 1 |
|
|
2021
Q1 | $641M | Sell |
35,120,692
-4,924,940
| -12% | -$88.7M | 51.21% | 1 |
|
|
2020
Q4 | $610M | Buy |
40,045,632
+37,514,608
| +1,482% | +$497M | 53.15% | 1 |
|
|
2020
Q3 | $30.6M | Buy |
2,531,024
+160,936
| +7% | +$2.01M | 5.47% | 3 |
|
|
2020
Q2 | $24.8M | Sell |
2,370,088
-3,144
| -0.1% | -$32.9K | 4.73% | 4 |
|
|
2020
Q1 | $25.6M | Sell |
2,373,232
-11,980
| -0.5% | -$145K | 5.47% | 3 |
|
|
2019
Q4 | $27.8M | Sell |
2,385,212
-2,216
| -0.1% | -$26K | 5.59% | 3 |
|
|
2019
Q3 | $32.1M | Sell |
2,387,428
-37,688
| -2% | -$469K | 6.27% | 2 |
|
|
2019
Q2 | $32.9M | Sell |
2,425,116
-26,328
| -1% | -$357K | 5.66% | 3 |
|
|
2019
Q1 | $31.8M | Buy |
2,451,444
+211,560
| +9% | +$2.78M | 5.62% | 3 |
|
|
2018
Q4 | $30.6M | Buy |
2,239,884
+39,168
| +2% | +$522K | 6.1% | 3 |
|
|
2018
Q3 | $30.4M | Buy |
2,200,716
+1,384
| +0.1% | +$21K | 5.31% | 3 |
|
|
2018
Q2 | $35.4M | Buy |
2,199,332
+952,640
| +76% | +$17.2M | 6.27% | 3 |
|
|
2018
Q1 | $21M | Buy |
1,246,692
+223,724
| +22% | +$3.7M | 3.3% | 4 |
|
|
2017
Q4 | $15.1M | Sell |
1,022,968
-176,604
| -15% | -$2.41M | 2.53% | 5 |
|
|
2017
Q3 | $13.5M | Sell |
1,199,572
-288,124
| -19% | -$2.94M | 2.32% | 7 |
|
|
2017
Q2 | $13.9M | Buy |
1,487,696
+193,840
| +15% | +$1.72M | 2.33% | 7 |
|
|
2017
Q1 | $11.2M | Sell |
1,293,856
-33,104
| -2% | -$308K | 1.49% | 11 |
|
|
2016
Q4 | $12.1M | Sell |
1,326,960
-9,128
| -0.7% | -$83.1K | 1.53% | 9 |
|
|
2016
Q3 | $11.8M | Buy |
1,336,088
+3,284
| +0.2% | +$29.1K | 2.08% | 8 |
|
|
2016
Q2 | $11.8M | Buy |
1,332,804
+256,412
| +24% | +$2.44M | 2.85% | 7 |
|
|
2016
Q1 | $10.6M | Sell |
1,076,392
-3,440
| -0.3% | -$30.4K | 2.74% | 7 |
|
|
2015
Q4 | $11.8M | Sell |
1,079,832
-30,664
| -3% | -$320K | 2.88% | 8 |
|
|
2015
Q3 | $11M | Buy |
1,110,496
+420,036
| +61% | +$4.32M | 2.65% | 8 |
|
|
2015
Q2 | $7.17M | Sell |
690,460
-79,584
| -10% | -$722K | 0.92% | 43 |
|
|
2015
Q1 | $6.55M | Sell |
770,044
-212,820
| -22% | -$1.69M | 0.74% | 47 |
|
|
2014
Q4 | $7.17M | Sell |
982,864
-241,000
| -20% | -$1.61M | 0.47% | 51 |
|
|
2014
Q3 | $7.63M | Buy |
1,223,864
+184,372
| +18% | +$1.1M | 0.51% | 54 |
|
|
2014
Q2 | $6.05M | Buy |
1,039,492
+637,160
| +158% | +$3.66M | 0.4% | 64 |
|
|
2014
Q1 | $2.18M | Sell |
402,332
-310,236
| -44% | -$1.72M | 0.15% | 87 |
|
|
2013
Q4 | $4.34M | Sell |
712,568
-363,820
| -34% | -$2.03M | 0.44% | 69 |
|
|
2013
Q3 | $5.05M | Buy |
1,076,388
+308,580
| +40% | +$1.32M | 0.36% | 64 |
|
|
2013
Q2 | $3.06M | Buy |
+767,808
| New | +$2.96M | 0.23% | 75 |
|
Other funds holding IBKR
VCM
VPM
CCM
Greenwich Wealth Management's IBKR Position: Q1 2026 in Review
Greenwich Wealth Management increased its Interactive Brokers (IBKR) stake by 8% in Q1 2026, buying an estimated $52.7M and bringing the position to 9,924,043 shares worth $666M. The position accounts for 27.17% of the portfolio, ranked #1.
Greenwich Wealth Management first reported a position in IBKR in Q2 2013 and has held it in 52 quarters since. The position peaked at $713M in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.
- Greenwich Wealth Management held 9,924,043 shares of Interactive Brokers worth $666M as of Q1 2026.
- Greenwich Wealth Management bought 738,935 Interactive Brokers shares in Q1 2026, an estimated $52.7M.
- Interactive Brokers made up 27.17% of Greenwich Wealth Management's portfolio in Q1 2026, its #1 holding.
- Greenwich Wealth Management first reported a position in Interactive Brokers in Q2 2013 and has held it in 52 quarters since.
- Greenwich Wealth Management's Interactive Brokers position peaked at $713M in Q3 2025.
- 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.
Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.