LWA
IEP icon

Lantern Wealth Advisors’s Icahn Enterprises IEP Stock Holding History

Lantern Wealth Advisors’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
2025
Q4 		– Sell
-1,000,000
Closed -$8.42K – 168
2025
Q3 		$8.42K Buy
+1,000,000
New +$8.75M ﹤0.01% 158

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Lantern Wealth Advisors's IEP Position: Q4 2025 in Review

Lantern Wealth Advisors sold out of Icahn Enterprises (IEP) in Q4 2025, closing a stake of 1,000,000 shares — an estimated $8.42K sold.

Lantern Wealth Advisors first reported a position in IEP in Q3 2025 and held it in 1 quarter. The position peaked at $8.42K in Q3 2025. 123 funds tracked by Wall St. Rank hold IEP as of Q4 2025.

  • Lantern Wealth Advisors reported no remaining Icahn Enterprises position as of Q4 2025 after selling out during the quarter.
  • Lantern Wealth Advisors sold 1,000,000 Icahn Enterprises shares in Q4 2025, an estimated $8.42K.
  • Lantern Wealth Advisors first reported a position in Icahn Enterprises in Q3 2025 and held it in 1 quarter.
  • Lantern Wealth Advisors's Icahn Enterprises position peaked at $8.42K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held Icahn Enterprises as of Q4 2025.

Based on Lantern Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.