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IESC icon

Linscomb Wealth’s IES Holdings IESC Stock Holding History

Linscomb Wealth’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$476K Hold
1,000
– – 0.02% 244
2025
Q4 		$389K Hold
1,000
– – 0.02% 241
2025
Q3 		$398K Hold
1,000
– – 0.02% 243
2025
Q2 		$296K Buy
+1,000
New +$236K 0.01% 267
2025
Q1 		– Sell
-1,000
Closed -$201K – 298
2024
Q4 		$201K Buy
+1,000
New +$240K 0.01% 287

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Linscomb Wealth's IESC Position: Q1 2026 in Review

Linscomb Wealth held its IES Holdings (IESC) position steady in Q1 2026 at 1,000 shares worth $476K. The position accounts for 0.02% of the portfolio, ranked #244.

Linscomb Wealth first reported a position in IESC in Q4 2024 and has held it in 5 quarters since. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Linscomb Wealth held 1,000 shares of IES Holdings worth $476K as of Q1 2026.
  • Linscomb Wealth left its IES Holdings share count unchanged in Q1 2026.
  • IES Holdings made up 0.02% of Linscomb Wealth's portfolio in Q1 2026, its #244 holding.
  • Linscomb Wealth first reported a position in IES Holdings in Q4 2024 and has held it in 5 quarters since.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.