LI
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LRI Investments’s Installed Building Products IBP Stock Holding History

LRI Investments’s Portfolio IBP Stock Details IBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.1K Buy
57
+37
+185% +$8.99K ﹤0.01% 882
2026
Q1 		$5.3K Hold
20
– – ﹤0.01% 1078
2025
Q4 		$5.21K Hold
20
– – ﹤0.01% 1036
2025
Q3 		$4.95K Hold
20
– – ﹤0.01% 1056
2025
Q2 		$3.62K Hold
20
– – ﹤0.01% 1086
2025
Q1 		$3.44K Hold
20
– – ﹤0.01% 1021
2024
Q4 		$3.52K Sell
20
-40
-67% -$8.7K ﹤0.01% 996
2024
Q3 		$12.5K Buy
60
+40
+200% +$9.05K ﹤0.01% 742
2024
Q2 		$4.13K Buy
+20
New +$4.5K ﹤0.01% 946

Other funds holding IBP

JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
NERM
New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return