Luther King Capital Management (LKCM)’s Ioneer IONR Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio IONR Stock Details IONR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$106K	Buy	+25,000	New	+$112K	﹤0.01%	595

Other funds holding IONR

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Luther King Capital Management (LKCM)'s IONR Position: Q1 2026 in Review

Luther King Capital Management (LKCM) opened a new position in Ioneer (IONR) in Q1 2026: 25,000 shares worth $106K. The stake represents ﹤0.01% of the portfolio and ranks #595 among its holdings.

22 funds tracked by Wall St. Rank hold IONR as of Q1 2026.

Luther King Capital Management (LKCM) held 25,000 shares of Ioneer worth $106K as of Q1 2026.
Ioneer was a new Luther King Capital Management (LKCM) position in Q1 2026.
Ioneer made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q1 2026, its #595 holding.
22 funds tracked by Wall St. Rank held Ioneer as of Q1 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.