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Lombard Odier Asset Management (Switzerland)’s Interactive Brokers IBKR Stock Holding History

Lombard Odier Asset Management (Switzerland)’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
2026
Q1 		$295K Buy
+4,400
New +$314K 0.01% 419
2025
Q4 		– Sell
-18,057
Closed -$2.64M – 297
2025
Q3 		$2.64M Sell
18,057
-1,172
-6% -$73.7K 0.12% 157
2025
Q2 		$1.07M Buy
+19,229
New +$912K 0.05% 230

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s IBKR Position: Q1 2026 in Review

Lombard Odier Asset Management (Switzerland) opened a new position in Interactive Brokers (IBKR) in Q1 2026: 4,400 shares worth $295K. The stake represents 0.01% of the portfolio and ranks #419 among its holdings. This is a return to the name: Lombard Odier Asset Management (Switzerland) previously reported a position in IBKR as recently as Q3 2025.

Lombard Odier Asset Management (Switzerland) first reported a position in IBKR in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.64M in Q3 2025. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Lombard Odier Asset Management (Switzerland) held 4,400 shares of Interactive Brokers worth $295K as of Q1 2026.
  • Interactive Brokers was a new Lombard Odier Asset Management (Switzerland) position in Q1 2026.
  • Interactive Brokers made up 0.01% of Lombard Odier Asset Management (Switzerland)'s portfolio in Q1 2026, its #419 holding.
  • Lombard Odier Asset Management (Switzerland) first reported a position in Interactive Brokers in Q2 2025 and has held it in 3 quarters since.
  • Lombard Odier Asset Management (Switzerland)'s Interactive Brokers position peaked at $2.64M in Q3 2025.
  • 994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q1 2026, filed 15 May 2026.