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Morse Asset Management’s Interactive Brokers IBKR Stock Holding History

Morse Asset 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 		$779K Buy
11,609
+11,584
+46,336% +$827K 0.16% 104
2025
Q4 		$1.61K Buy
+25
New +$1.67K ﹤0.01% 357

Other funds holding IBKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morse Asset Management's IBKR Position: Q1 2026 in Review

Morse Asset Management increased its Interactive Brokers (IBKR) stake by 46,336% in Q1 2026, buying an estimated $827K and bringing the position to 11,609 shares worth $779K. The position accounts for 0.16% of the portfolio, ranked #104.

Morse Asset Management first reported a position in IBKR in Q4 2025 and has held it in 2 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Morse Asset Management held 11,609 shares of Interactive Brokers worth $779K as of Q1 2026.
  • Morse Asset Management bought 11,584 Interactive Brokers shares in Q1 2026, an estimated $827K.
  • Interactive Brokers made up 0.16% of Morse Asset Management's portfolio in Q1 2026, its #104 holding.
  • Morse Asset Management first reported a position in Interactive Brokers in Q4 2025 and has held it in 2 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.