HWM
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Hohimer Wealth Management’s Interactive Brokers IBKR Stock Holding History

Hohimer Wealth 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
2025
Q1 		– Sell
-16,100
Closed -$711K – 273
2024
Q4 		$711K Buy
16,100
+72
+0.4% +$3.03K 0.13% 130
2024
Q3 		$558K Buy
16,028
+628
+4% +$19.4K 0.12% 134
2024
Q2 		$472K Buy
+15,400
New +$460K 0.11% 151

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hohimer Wealth Management's IBKR Position: Q1 2025 in Review

Hohimer Wealth Management sold out of Interactive Brokers (IBKR) in Q1 2025, closing a stake of 16,100 shares — an estimated $711K sold.

Hohimer Wealth Management first reported a position in IBKR in Q2 2024 and held it in 3 quarters. The position peaked at $711K in Q4 2024. 747 funds tracked by Wall St. Rank hold IBKR as of Q1 2025.

  • Hohimer Wealth Management reported no remaining Interactive Brokers position as of Q1 2025 after selling out during the quarter.
  • Hohimer Wealth Management sold 16,100 Interactive Brokers shares in Q1 2025, an estimated $711K.
  • Hohimer Wealth Management first reported a position in Interactive Brokers in Q2 2024 and held it in 3 quarters.
  • Hohimer Wealth Management's Interactive Brokers position peaked at $711K in Q4 2024.
  • 747 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2025.

Based on Hohimer Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.