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LRI Investments’s Icahn Enterprises IEP Stock Holding History

LRI Investments’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 		$1.24K Buy
173
+20
+13% +$154 ﹤0.01% 1331
2026
Q1 		$1.15K Hold
153
– – ﹤0.01% 1308
2025
Q4 		$1.15K Buy
153
+9
+6% +$73 ﹤0.01% 1257
2025
Q3 		$1.21K Buy
144
+8
+6% +$70 ﹤0.01% 1249
2025
Q2 		$1.09K Buy
136
+14
+11% +$120 ﹤0.01% 1209
2025
Q1 		$1.1K Hold
122
– – ﹤0.01% 1150
2024
Q4 		$1.05K Buy
122
+5
+4% +$61 ﹤0.01% 1108
2024
Q3 		$1.46K Buy
117
+8
+7% +$121 ﹤0.01% 1085
2024
Q2 		$1.79K Buy
109
+12
+12% +$203 ﹤0.01% 1064
2024
Q1 		$1.64K Buy
+97
New +$1.78K ﹤0.01% 765

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

LRI Investments's IEP Position: Q2 2026 in Review

LRI Investments increased its Icahn Enterprises (IEP) stake by 13% in Q2 2026, buying an estimated $154 and bringing the position to 173 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

LRI Investments first reported a position in IEP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.79K in Q2 2024. 116 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

  • LRI Investments held 173 shares of Icahn Enterprises worth $1.24K as of Q2 2026.
  • LRI Investments bought 20 Icahn Enterprises shares in Q2 2026, an estimated $154.
  • Icahn Enterprises made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1331 holding.
  • LRI Investments first reported a position in Icahn Enterprises in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Icahn Enterprises position peaked at $1.79K in Q2 2024.
  • 116 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.