Janney Montgomery Scott
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Janney Montgomery Scott’s Icahn Enterprises IEP Stock Holding History

Janney Montgomery Scott’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$317K Sell
42,005
-302
-0.7% -$2.37K ﹤0.01% 2340
2025
Q4 		$319K Buy
42,307
+2,548
+6% +$20.5K ﹤0.01% 2511
2025
Q3 		$335K Buy
39,759
+28,645
+258% +$251K ﹤0.01% 2423
2025
Q2 		$89K Sell
11,114
-41,645
-79% -$356K ﹤0.01% 2652
2025
Q1 		$478K Buy
52,759
+32,772
+164% +$316K ﹤0.01% 2015
2024
Q4 		$173K Buy
+19,987
New +$242K ﹤0.01% 2575
2024
Q3 		– Sell
-11,299
Closed -$186K – 2752
2024
Q2 		$186K Sell
11,299
-43
-0.4% -$729 ﹤0.01% 2464
2024
Q1 		$193K Sell
11,342
-17,159
-60% -$315K ﹤0.01% 2586
2023
Q4 		$490K Sell
28,501
-28,710
-50% -$502K ﹤0.01% 1914
2023
Q3 		$1.13M Sell
57,211
-4,061
-7% -$103K ﹤0.01% 1285
2023
Q2 		$1.78M Sell
61,272
-1,263
-2% -$46K 0.01% 1129
2023
Q1 		$3.23M Buy
62,535
+2,711
+5% +$143K 0.01% 782
2022
Q4 		$3.03M Sell
59,824
-2,523
-4% -$132K 0.01% 843
2022
Q3 		$3.1M Buy
62,347
+5,310
+9% +$274K 0.01% 788
2022
Q2 		$2.78M Buy
57,037
+3,354
+6% +$174K 0.01% 790
2022
Q1 		$2.79M Buy
53,683
+3,156
+6% +$169K 0.01% 785
2021
Q4 		$2.51M Buy
50,527
+980
+2% +$52.2K 0.01% 865
2021
Q3 		$2.48M Buy
49,547
+5,760
+13% +$318K 0.01% 855
2021
Q2 		$2.41M Buy
43,787
+14
+0% +$797 0.01% 864
2021
Q1 		$2.35M Buy
43,773
+2,300
+6% +$136K 0.01% 807
2020
Q4 		$2.1M Sell
41,473
-7,249
-15% -$369K 0.01% 849
2020
Q3 		$2.4M Buy
48,722
+12,500
+35% +$631K 0.01% 739
2020
Q2 		$1.76M Buy
36,222
+8,496
+31% +$417K 0.01% 810
2020
Q1 		$1.34M Buy
27,726
+9,100
+49% +$550K 0.01% 838
2019
Q4 		$1.15M Buy
18,626
+2,075
+13% +$134K 0.01% 1014
2019
Q3 		$1.06M Sell
16,551
-225
-1% -$16K 0.01% 1007
2019
Q2 		$1.22M Hold
16,776
– – 0.01% 951
2019
Q1 		$1.22M Buy
16,776
+7,750
+86% +$541K 0.01% 921
2018
Q4 		$515K Buy
9,026
+648
+8% +$43K 0.01% 1275
2018
Q3 		$592K Buy
8,378
+935
+13% +$69.4K 0.01% 1355
2018
Q2 		$529K Buy
7,443
+218
+3% +$14.7K 0.01% 1349
2018
Q1 		$412K Buy
+7,225
New +$413K ﹤0.01% 1425
2015
Q4 		– Sell
-3,447
Closed -$231K – 1408
2015
Q3 		$231K Sell
3,447
-1,115
-24% -$84K 0.01% 1178
2015
Q2 		$396K Sell
4,562
-3,697
-45% -$333K 0.01% 1323
2015
Q1 		$741K Sell
8,259
-2,460
-23% -$232K 0.01% 1074
2014
Q4 		$991K Buy
10,719
+1,860
+21% +$188K 0.02% 871
2014
Q3 		$938K Buy
8,859
+1,189
+16% +$126K 0.02% 872
2014
Q2 		$765K Buy
7,670
+3,820
+99% +$383K 0.02% 975
2014
Q1 		$396K Buy
3,850
+1,125
+41% +$124K 0.01% 1274
2013
Q4 		$298K Sell
2,725
-1,275
-32% -$139K 0.01% 1434
2013
Q3 		$333K Buy
+4,000
New +$301K 0.01% 1266

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Janney Montgomery Scott's IEP Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Icahn Enterprises (IEP) stake by 0.71% in Q1 2026, selling an estimated $2.37K and leaving 42,005 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #2340.

Janney Montgomery Scott first reported a position in IEP in Q3 2013 and has held it in 41 quarters since. The position peaked at $3.23M in Q1 2023. 111 funds tracked by Wall St. Rank hold IEP as of Q1 2026.

  • Janney Montgomery Scott held 42,005 shares of Icahn Enterprises worth $317K as of Q1 2026.
  • Janney Montgomery Scott sold 302 Icahn Enterprises shares in Q1 2026, an estimated $2.37K.
  • Icahn Enterprises made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2340 holding.
  • Janney Montgomery Scott first reported a position in Icahn Enterprises in Q3 2013 and has held it in 41 quarters since.
  • Janney Montgomery Scott's Icahn Enterprises position peaked at $3.23M in Q1 2023.
  • 111 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.