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John Armitage’s Interactive Brokers IBKR Stock Holding History

John Armitage’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
Q2 		$359M Sell
4,129,416
-2,145,763
-34% -$179M 3.47% 11
2026
Q1 		$421M Sell
6,275,179
-664,402
-10% -$47.4M 4.67% 9
2025
Q4 		$446M Buy
6,939,581
+685,447
+11% +$45.9M 4.85% 8
2025
Q3 		$430M Sell
6,254,134
-1,802,710
-22% -$113M 4.54% 10
2025
Q2 		$446M Buy
8,056,844
+720,968
+10% +$34.2M 4.58% 8
2025
Q1 		$304M Sell
7,335,876
-56,816
-0.8% -$2.82M 3.5% 13
2024
Q4 		$327M Sell
7,392,692
-6,137,360
-45% -$258M 3.78% 12
2024
Q3 		$471M Buy
13,530,052
+996,572
+8% +$30.9M 4.76% 9
2024
Q2 		$384M Buy
12,533,480
+1,238,692
+11% +$37M 3.88% 13
2024
Q1 		$315M Buy
+11,294,788
New +$281M 3.05% 14

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

John Armitage's IBKR Position: Q2 2026 in Review

John Armitage reduced its Interactive Brokers (IBKR) stake by 34% in Q2 2026, selling an estimated $179M and leaving 4,129,416 shares worth $359M. The position accounts for 3.47% of the portfolio, ranked #11.

John Armitage first reported a position in IBKR in Q1 2024 and has held it in 10 quarters since. The position peaked at $471M in Q3 2024. 1,108 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • John Armitage held 4,129,416 shares of Interactive Brokers worth $359M as of Q2 2026.
  • John Armitage sold 2,145,763 Interactive Brokers shares in Q2 2026, an estimated $179M.
  • Interactive Brokers made up 3.47% of John Armitage's portfolio in Q2 2026, its #11 holding.
  • John Armitage first reported a position in Interactive Brokers in Q1 2024 and has held it in 10 quarters since.
  • John Armitage's Interactive Brokers position peaked at $471M in Q3 2024.
  • 1,108 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Egerton Capital (UK)'s 13F filing for Q2 2026, filed 21 Jul 2026.