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Leavell Investment Management’s iShares Bitcoin Trust IBIT Stock Holding History

Leavell Investment 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 		$224K Sell
6,728
-2,441
-27% -$99.3K 0.01% 598
2026
Q1 		$352K Buy
9,169
+171
+2% +$7.4K 0.01% 482
2025
Q4 		$447K Sell
8,998
-2,110
-19% -$120K 0.02% 432
2025
Q3 		$722K Buy
11,108
+734
+7% +$47.7K 0.03% 351
2025
Q2 		$635K Buy
10,374
+4,174
+67% +$234K 0.03% 364
2025
Q1 		$290K Buy
6,200
+199
+3% +$10.5K 0.01% 471
2024
Q4 		$318K Hold
6,001
– – 0.02% 455
2024
Q3 		$217K Buy
+6,001
New +$208K 0.01% 510

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Leavell Investment Management's IBIT Position: Q2 2026 in Review

Leavell Investment Management reduced its iShares Bitcoin Trust (IBIT) stake by 27% in Q2 2026, selling an estimated $99.3K and leaving 6,728 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #598.

Leavell Investment Management first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $722K in Q3 2025. 1,476 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Leavell Investment Management held 6,728 shares of iShares Bitcoin Trust worth $224K as of Q2 2026.
  • Leavell Investment Management sold 2,441 iShares Bitcoin Trust shares in Q2 2026, an estimated $99.3K.
  • iShares Bitcoin Trust made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #598 holding.
  • Leavell Investment Management first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
  • Leavell Investment Management's iShares Bitcoin Trust position peaked at $722K in Q3 2025.
  • 1,476 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.