Lazari Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History

Lazari Capital Management’s Portfolio IBIT Stock Details IBIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$512K	Buy	15,375 +3,189	+26%	+$130K	0.16%	98
2026 Q1	$468K	Buy	12,186 +1,262	+12%	+$54.6K	0.16%	97
2025 Q4	$542K	Buy	10,924 +5,644	+107%	+$321K	0.18%	84
2025 Q3	$343K	Buy	5,280 +30	+0.6%	+$1.95K	0.12%	103
2025 Q2	$321K	Buy	5,250 +556	+12%	+$31.2K	0.12%	101
2025 Q1	$220K	Buy	+4,694	New	+$249K	0.09%	130

Other funds holding IBIT

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

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

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

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

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Lazari Capital Management's IBIT Position: Q2 2026 in Review

Lazari Capital Management increased its iShares Bitcoin Trust (IBIT) stake by 26% in Q2 2026, buying an estimated $130K and bringing the position to 15,375 shares worth $512K. The position accounts for 0.16% of the portfolio, ranked #98.

Lazari Capital Management first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $542K in Q4 2025. 678 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Lazari Capital Management held 15,375 shares of iShares Bitcoin Trust worth $512K as of Q2 2026.
Lazari Capital Management bought 3,189 iShares Bitcoin Trust shares in Q2 2026, an estimated $130K.
iShares Bitcoin Trust made up 0.16% of Lazari Capital Management's portfolio in Q2 2026, its #98 holding.
Lazari Capital Management first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
Lazari Capital Management's iShares Bitcoin Trust position peaked at $542K in Q4 2025.
678 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.