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Summit Securities Group’s Icahn Enterprises IEP Stock Holding History

Summit Securities Group’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,000
Closed -$86K – 676
2023
Q4 		$86K Sell
5,000
-10,600
-68% -$185K 0.01% 353
2023
Q3 		$309K Buy
15,600
+5,900
+61% +$149K 0.03% 150
2023
Q2 		$282K Buy
+9,700
New +$353K 0.04% 185
2022
Q2 		– Sell
-200
Closed -$10K – 1081
2022
Q1 		$10K Sell
200
-300
-60% -$16.1K ﹤0.01% 838
2021
Q4 		$25K Buy
+500
New +$26.6K ﹤0.01% 759

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Summit Securities Group's IEP Position: Q1 2026 in Review

Summit Securities Group reduced its Icahn Enterprises (IEP) stake by 20% in Q1 2026, selling an estimated $5.13K and leaving 2,700 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Summit Securities Group first reported a position in IEP in Q4 2013 and has held it in 20 quarters since. The position peaked at $154K in Q1 2014. 111 funds tracked by Wall St. Rank hold IEP as of Q1 2026.

  • Summit Securities Group held 2,700 shares of Icahn Enterprises worth $20.4K as of Q1 2026.
  • Summit Securities Group sold 655 Icahn Enterprises shares in Q1 2026, an estimated $5.13K.
  • Icahn Enterprises made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #518 holding.
  • Summit Securities Group first reported a position in Icahn Enterprises in Q4 2013 and has held it in 20 quarters since.
  • Summit Securities Group's Icahn Enterprises position peaked at $154K in Q1 2014.
  • 111 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.