Marvin & Palmer Associates’s Interactive Brokers IBKR Stock Holding History

Marvin & Palmer Associates’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 Q2	$7.9M	Buy	+90,809	New	+$7.56M	4.97%	9
2025 Q4	–	Sell	-117,225	Closed	-$8.25M	–	31
2025 Q3	$8.25M	Buy	117,225 +26,885	+30%	+$1.69M	6.13%	5
2025 Q2	$5.01M	Buy	+90,340	New	+$4.29M	4.29%	9
2025 Q1	–	Sell	-164,844	Closed	-$7.28M	–	27
2024 Q4	$7.28M	Sell	164,844 -30,572	-16%	-$1.29M	5.56%	5
2024 Q3	$6.81M	Buy	195,416 +28,816	+17%	+$892K	5.71%	4
2024 Q2	$5.11M	Buy	+166,600	New	+$4.97M	5.23%	3
2021 Q2	–	Sell	-416,920	Closed	-$7.61M	–	36
2021 Q1	$7.61M	Buy	+416,920	New	+$7.51M	3.39%	20
2018 Q3	–	Sell	-210,400	Closed	-$3.39M	–	29
2018 Q2	$3.39M	Buy	+210,400	New	+$3.81M	3.33%	21

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Marvin & Palmer Associates's IBKR Position: Q2 2026 in Review

Marvin & Palmer Associates opened a new position in Interactive Brokers (IBKR) in Q2 2026: 90,809 shares worth $7.9M. The stake represents 4.97% of the portfolio and ranks #9 among its holdings. This is a return to the name: Marvin & Palmer Associates previously reported a position in IBKR as recently as Q3 2025.

Marvin & Palmer Associates first reported a position in IBKR in Q2 2018 and has held it in 8 quarters since. The position peaked at $8.25M in Q3 2025. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Marvin & Palmer Associates held 90,809 shares of Interactive Brokers worth $7.9M as of Q2 2026.
Interactive Brokers was a new Marvin & Palmer Associates position in Q2 2026.
Interactive Brokers made up 4.97% of Marvin & Palmer Associates's portfolio in Q2 2026, its #9 holding.
Marvin & Palmer Associates first reported a position in Interactive Brokers in Q2 2018 and has held it in 8 quarters since.
Marvin & Palmer Associates's Interactive Brokers position peaked at $8.25M in Q3 2025.
1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Marvin & Palmer Associates's 13F filing for Q2 2026, filed 7 Aug 2026.