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Western Wealth Management’s Icahn Enterprises IEP Stock Holding History

Western Wealth Management’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
2025
Q2 		– Sell
-42,957
Closed -$389K – 736
2025
Q1 		$389K Sell
42,957
-1,213
-3% -$11.7K 0.03% 449
2024
Q4 		$383K Buy
44,170
+1,625
+4% +$19.7K 0.03% 446
2024
Q3 		$575K Buy
42,545
+4,031
+10% +$60.9K 0.03% 427
2024
Q2 		$635K Buy
38,514
+3,650
+10% +$61.9K 0.05% 309
2024
Q1 		$593K Buy
34,864
+1,700
+5% +$31.2K 0.05% 325
2023
Q4 		$570K Buy
33,164
+5,586
+20% +$97.7K 0.04% 376
2023
Q3 		$545K Buy
27,578
+12,317
+81% +$311K 0.05% 370
2023
Q2 		$443K Buy
15,261
+9,177
+151% +$334K 0.04% 404
2023
Q1 		$315K Hold
6,084
– – 0.03% 484
2022
Q4 		$308K Sell
6,084
-1,990
-25% -$104K 0.03% 454
2022
Q3 		$401K Buy
8,074
+900
+13% +$46.4K 0.02% 558
2022
Q2 		$345K Buy
7,174
+312
+5% +$16.2K 0.02% 570
2022
Q1 		$356K Buy
+6,862
New +$368K 0.02% 619

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Western Wealth Management's IEP Position: Q2 2025 in Review

Western Wealth Management sold out of Icahn Enterprises (IEP) in Q2 2025, closing a stake of 42,957 shares — an estimated $389K sold.

Western Wealth Management first reported a position in IEP in Q1 2022 and held it in 13 quarters. The position peaked at $635K in Q2 2024. 115 funds tracked by Wall St. Rank hold IEP as of Q2 2025.

  • Western Wealth Management reported no remaining Icahn Enterprises position as of Q2 2025 after selling out during the quarter.
  • Western Wealth Management sold 42,957 Icahn Enterprises shares in Q2 2025, an estimated $389K.
  • Western Wealth Management first reported a position in Icahn Enterprises in Q1 2022 and held it in 13 quarters.
  • Western Wealth Management's Icahn Enterprises position peaked at $635K in Q2 2024.
  • 115 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2025.

Based on Western Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.