NERM
IBKR icon

New England Research & Management’s Interactive Brokers IBKR Stock Holding History

New England Research & 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
2025
Q4 		– Sell
-5,500
Closed -$378K – 163
2025
Q3 		$378K Buy
+5,500
New +$346K 0.17% 120
2025
Q2 		– Sell
-13,000
Closed -$538K – 162
2025
Q1 		$538K Buy
+13,000
New +$644K 0.27% 96

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

New England Research & Management's IBKR Position: Q4 2025 in Review

New England Research & Management sold out of Interactive Brokers (IBKR) in Q4 2025, closing a stake of 5,500 shares — an estimated $378K sold.

New England Research & Management first reported a position in IBKR in Q1 2025 and held it in 2 quarters. The position peaked at $538K in Q1 2025. 979 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • New England Research & Management reported no remaining Interactive Brokers position as of Q4 2025 after selling out during the quarter.
  • New England Research & Management sold 5,500 Interactive Brokers shares in Q4 2025, an estimated $378K.
  • New England Research & Management first reported a position in Interactive Brokers in Q1 2025 and held it in 2 quarters.
  • New England Research & Management's Interactive Brokers position peaked at $538K in Q1 2025.
  • 979 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on New England Research & Management's 13F filing for Q4 2025, filed 7 Jan 2026.