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Lodestone Wealth Management’s Icahn Enterprises IEP Stock Holding History

Lodestone Wealth Management’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
2026
Q2 		$16.2K Buy
2,244
+212
+10% +$1.63K 0.01% 448
2026
Q1 		$15.3K Buy
2,032
+1,000
+97% +$7.84K 0.01% 452
2025
Q4 		$7.79K Buy
+1,032
New +$8.32K ﹤0.01% 537

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SAM
Soviero Asset Management New York $238M AUM 137.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Lodestone Wealth Management's IEP Position: Q2 2026 in Review

Lodestone Wealth Management increased its Icahn Enterprises (IEP) stake by 10% in Q2 2026, buying an estimated $1.63K and bringing the position to 2,244 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #448.

Lodestone Wealth Management first reported a position in IEP in Q4 2025 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

  • Lodestone Wealth Management held 2,244 shares of Icahn Enterprises worth $16.2K as of Q2 2026.
  • Lodestone Wealth Management bought 212 Icahn Enterprises shares in Q2 2026, an estimated $1.63K.
  • Icahn Enterprises made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #448 holding.
  • Lodestone Wealth Management first reported a position in Icahn Enterprises in Q4 2025 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.