Mawer Investment Management
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Mawer Investment Management’s Interactive Brokers IBKR Stock Holding History

Mawer Investment Management’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
Q1 		$24.8M Sell
369,482
-60,336
-14% -$4.31M 0.16% 78
2025
Q4 		$27.6M Sell
429,818
-30,978
-7% -$2.07M 0.15% 74
2025
Q3 		$31.7M Buy
460,796
+8,748
+2% +$550K 0.16% 78
2025
Q2 		$25M Sell
452,048
-71,356
-14% -$3.39M 0.13% 84
2025
Q1 		$21.7M Buy
523,404
+11,412
+2% +$565K 0.1% 79
2024
Q4 		$22.6M Buy
511,992
+43,764
+9% +$1.84M 0.1% 77
2024
Q3 		$16.3M Buy
468,228
+14,608
+3% +$452K 0.07% 80
2024
Q2 		$13.9M Buy
453,620
+249,552
+122% +$7.45M 0.07% 82
2024
Q1 		$5.7M Buy
+204,068
New +$5.08M 0.03% 97

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