Kirr Marbach & Co’s Invesco QQQ Trust QQQ Stock Holding History

Kirr Marbach & Co’s Portfolio QQQ Stock Details QQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$553K	Hold	750	–	–	0.09%	47
2026 Q1	$433K	Hold	750	–	–	0.08%	48
2025 Q4	$461K	Hold	750	–	–	0.09%	48
2025 Q3	$451K	Hold	750	–	–	0.08%	47
2025 Q2	$414K	Hold	750	–	–	0.08%	48
2025 Q1	$352K	Hold	750	–	–	0.08%	48
2024 Q4	$383K	Hold	750	–	–	0.08%	50
2024 Q3	$367K	Hold	750	–	–	0.08%	47
2024 Q2	$360K	Hold	750	–	–	0.09%	49
2024 Q1	$333K	Hold	750	–	–	0.08%	48
2023 Q4	$307K	Hold	750	–	–	0.08%	49
2023 Q3	$269K	Hold	750	–	–	0.08%	50
2023 Q2	$277K	Buy	+750	New	+$252K	0.08%	47

Other funds holding QQQ

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Kirr Marbach & Co's QQQ Position: Q2 2026 in Review

Kirr Marbach & Co held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 750 shares worth $553K. The position accounts for 0.09% of the portfolio, ranked #47.

Kirr Marbach & Co first reported a position in QQQ in Q2 2023 and has held it in 13 quarters since. 2,113 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Kirr Marbach & Co held 750 shares of Invesco QQQ Trust worth $553K as of Q2 2026.
Kirr Marbach & Co left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.09% of Kirr Marbach & Co's portfolio in Q2 2026, its #47 holding.
Kirr Marbach & Co first reported a position in Invesco QQQ Trust in Q2 2023 and has held it in 13 quarters since.
2,113 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Kirr Marbach & Co's 13F filing for Q2 2026, filed 14 Jul 2026.