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LRT Capital Management’s IES Holdings IESC Stock Holding History

LRT Capital Management’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.56M Sell
3,280
-2,201
-40% -$1.01M 1.46% 25
2025
Q4 		$2.13M Sell
5,481
-2,624
-32% -$1.05M 1.83% 19
2025
Q3 		$3.22M Buy
8,105
+444
+6% +$153K 2.14% 15
2025
Q2 		$2.27M Sell
7,661
-400
-5% -$94.3K 1.35% 35
2025
Q1 		$1.33M Buy
8,061
+614
+8% +$128K 0.91% 40
2024
Q4 		$1.5M Buy
+7,447
New +$1.79M 1.17% 34

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LRT Capital Management's IESC Position: Q1 2026 in Review

LRT Capital Management reduced its IES Holdings (IESC) stake by 40% in Q1 2026, selling an estimated $1.01M and leaving 3,280 shares worth $1.56M. The position accounts for 1.46% of the portfolio, ranked #25.

LRT Capital Management first reported a position in IESC in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.22M in Q3 2025. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • LRT Capital Management held 3,280 shares of IES Holdings worth $1.56M as of Q1 2026.
  • LRT Capital Management sold 2,201 IES Holdings shares in Q1 2026, an estimated $1.01M.
  • IES Holdings made up 1.46% of LRT Capital Management's portfolio in Q1 2026, its #25 holding.
  • LRT Capital Management first reported a position in IES Holdings in Q4 2024 and has held it in 6 quarters since.
  • LRT Capital Management's IES Holdings position peaked at $3.22M in Q3 2025.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on LRT Capital Management's 13F filing for Q1 2026, filed 15 May 2026.