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Salomon & Ludwin’s Interactive Brokers IBKR Stock Holding History

Salomon & Ludwin’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 		$16.1K Hold
173
– – ﹤0.01% 1302
2026
Q1 		$11.7K Hold
173
– – ﹤0.01% 1441
2025
Q4 		$12.4K Sell
173
-13
-7% -$870 ﹤0.01% 1299
2025
Q3 		$13.1K Buy
+186
New +$11.7K ﹤0.01% 1114

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

Salomon & Ludwin's IBKR Position: Q2 2026 in Review

Salomon & Ludwin held its Interactive Brokers (IBKR) position steady in Q2 2026 at 173 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Salomon & Ludwin first reported a position in IBKR in Q3 2025 and has held it in 4 quarters since. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Salomon & Ludwin held 173 shares of Interactive Brokers worth $16.1K as of Q2 2026.
  • Salomon & Ludwin left its Interactive Brokers share count unchanged in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1302 holding.
  • Salomon & Ludwin first reported a position in Interactive Brokers in Q3 2025 and has held it in 4 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.