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Mount Lucas Management’s Interactive Brokers IBKR Stock Holding History

Mount Lucas 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
Q2 		– Sell
-10,369
Closed -$695K – 175
2026
Q1 		$695K Buy
10,369
+477
+5% +$34K 0.26% 113
2025
Q4 		$636K Sell
9,892
-174
-2% -$11.6K 0.25% 136
2025
Q3 		$693K Sell
10,066
-766
-7% -$48.2K 0.28% 126
2025
Q2 		$600K Buy
+10,832
New +$514K 0.26% 127

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mount Lucas Management's IBKR Position: Q2 2026 in Review

Mount Lucas Management sold out of Interactive Brokers (IBKR) in Q2 2026, closing a stake of 10,369 shares — an estimated $695K sold.

Mount Lucas Management first reported a position in IBKR in Q2 2025 and held it in 4 quarters. The position peaked at $695K in Q1 2026. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Mount Lucas Management reported no remaining Interactive Brokers position as of Q2 2026 after selling out during the quarter.
  • Mount Lucas Management sold 10,369 Interactive Brokers shares in Q2 2026, an estimated $695K.
  • Mount Lucas Management first reported a position in Interactive Brokers in Q2 2025 and held it in 4 quarters.
  • Mount Lucas Management's Interactive Brokers position peaked at $695K in Q1 2026.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.