LMR Partners’s Interactive Brokers IBKR Stock Holding History

LMR Partners’s Portfolio IBKR Stock Details IBKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-54,477	Closed	-$3.75M	–	1619
2025 Q3	$3.75M	Sell	54,477 -40,903	-43%	-$2.57M	0.02%	590
2025 Q2	$5.29M	Buy	+95,380	New	+$4.53M	0.04%	426
2025 Q1	–	Sell	-74,880	Closed	-$3.31M	–	1492
2024 Q4	$3.31M	Buy	+74,880	New	+$3.15M	0.03%	478
2022 Q3	–	Sell	-802,460	Closed	-$11M	–	1255
2022 Q2	$11M	Sell	802,460 -512,568	-39%	-$7.61M	0.19%	119
2022 Q1	$21.7M	Buy	+1,315,028	New	+$22.6M	0.25%	81
2015 Q4	–	Sell	-800,000	Closed	-$7.89M	–	292
2015 Q3	$7.89M	Sell	800,000 -160,000	-17%	-$1.65M	0.86%	28
2015 Q2	$9.97M	Buy	960,000 +835,808	+673%	+$7.59M	1.22%	10
2015 Q1	$1.06M	Buy	+124,192	New	+$986K	0.15%	184

Other funds holding IBKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LMR Partners's IBKR Position: Q4 2025 in Review

LMR Partners sold out of Interactive Brokers (IBKR) in Q4 2025, closing a stake of 54,477 shares — an estimated $3.75M sold.

LMR Partners first reported a position in IBKR in Q1 2015 and held it in 8 quarters. The position peaked at $21.7M in Q1 2022. 978 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

LMR Partners reported no remaining Interactive Brokers position as of Q4 2025 after selling out during the quarter.
LMR Partners sold 54,477 Interactive Brokers shares in Q4 2025, an estimated $3.75M.
LMR Partners first reported a position in Interactive Brokers in Q1 2015 and held it in 8 quarters.
LMR Partners's Interactive Brokers position peaked at $21.7M in Q1 2022.
978 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on LMR Partners's 13F filing for Q4 2025, filed 17 Feb 2026.