L.J. Altfest & Co’s IPG Photonics IPGP Stock Holding History

L.J. Altfest & Co’s Portfolio IPGP Stock Details IPGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$641K	Buy	+5,592	New	+$607K	0.07%	194
2025 Q4	–	Sell	-5,342	Closed	-$423K	–	352
2025 Q3	$423K	Buy	+5,342	New	+$417K	0.05%	246
2023 Q4	–	Sell	-4,053	Closed	-$412K	–	316
2023 Q3	$412K	Buy	4,053 +18	+0.4%	+$2.03K	0.07%	203
2023 Q2	$548K	Buy	4,035 +513	+15%	+$60.4K	0.08%	170
2023 Q1	$434K	Buy	+3,522	New	+$408K	0.07%	184
2021 Q3	–	Sell	-1,854	Closed	-$391K	–	267
2021 Q2	$391K	Buy	+1,854	New	+$390K	0.08%	171
2020 Q2	–	Sell	-1,946	Closed	-$215K	–	225
2020 Q1	$215K	Sell	1,946 -116	-6%	-$15.2K	0.07%	174
2019 Q4	$299K	Buy	2,062 +170	+9%	+$23.7K	0.08%	151
2019 Q3	$257K	Buy	1,892 +18	+1%	+$2.38K	0.07%	153
2019 Q2	$289K	Buy	+1,874	New	+$283K	0.08%	142

Other funds holding IPGP

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

L.J. Altfest & Co's IPGP Position: Q1 2026 in Review

L.J. Altfest & Co opened a new position in IPG Photonics (IPGP) in Q1 2026: 5,592 shares worth $641K. The stake represents 0.07% of the portfolio and ranks #194 among its holdings. This is a return to the name: L.J. Altfest & Co previously reported a position in IPGP as recently as Q3 2025.

L.J. Altfest & Co first reported a position in IPGP in Q2 2019 and has held it in 10 quarters since. 335 funds tracked by Wall St. Rank hold IPGP as of Q1 2026.

L.J. Altfest & Co held 5,592 shares of IPG Photonics worth $641K as of Q1 2026.
IPG Photonics was a new L.J. Altfest & Co position in Q1 2026.
IPG Photonics made up 0.07% of L.J. Altfest & Co's portfolio in Q1 2026, its #194 holding.
L.J. Altfest & Co first reported a position in IPG Photonics in Q2 2019 and has held it in 10 quarters since.
335 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.