HBW
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Hazlett, Burt & Watson’s Interactive Brokers IBKR Stock Holding History

Hazlett, Burt & Watson’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 		$272K Hold
4,041
– – 0.09% 213
2025
Q4 		$260K Buy
4,041
+643
+19% +$43K 0.08% 211
2025
Q3 		$234K Buy
3,398
+1,497
+79% +$94.2K 0.08% 204
2025
Q2 		$105K Buy
1,901
+801
+73% +$38K 0.04% 278
2025
Q1 		$45K Buy
+1,100
New +$54.5K 0.02% 370

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 $15.1B AUM 23.54% 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

Hazlett, Burt & Watson's IBKR Position: Q1 2026 in Review

Hazlett, Burt & Watson held its Interactive Brokers (IBKR) position steady in Q1 2026 at 4,041 shares worth $272K. The position accounts for 0.09% of the portfolio, ranked #213.

Hazlett, Burt & Watson first reported a position in IBKR in Q1 2025 and has held it in 5 quarters since. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Hazlett, Burt & Watson held 4,041 shares of Interactive Brokers worth $272K as of Q1 2026.
  • Hazlett, Burt & Watson left its Interactive Brokers share count unchanged in Q1 2026.
  • Interactive Brokers made up 0.09% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #213 holding.
  • Hazlett, Burt & Watson first reported a position in Interactive Brokers in Q1 2025 and has held it in 5 quarters since.
  • 994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.