WJWM
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Williams Jones Wealth Management’s Interactive Brokers IBKR Stock Holding History

Williams Jones Wealth 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
-6,000
Closed -$413K – 525
2025
Q3 		$413K Hold
6,000
– – ﹤0.01% 375
2025
Q2 		$332K Buy
+6,000
New +$285K ﹤0.01% 403

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

Williams Jones Wealth Management's IBKR Position: Q4 2025 in Review

Williams Jones Wealth Management sold out of Interactive Brokers (IBKR) in Q4 2025, closing a stake of 6,000 shares — an estimated $413K sold.

Williams Jones Wealth Management first reported a position in IBKR in Q2 2025 and held it in 2 quarters. The position peaked at $413K in Q3 2025. 978 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • Williams Jones Wealth Management reported no remaining Interactive Brokers position as of Q4 2025 after selling out during the quarter.
  • Williams Jones Wealth Management sold 6,000 Interactive Brokers shares in Q4 2025, an estimated $413K.
  • Williams Jones Wealth Management first reported a position in Interactive Brokers in Q2 2025 and held it in 2 quarters.
  • Williams Jones Wealth Management's Interactive Brokers position peaked at $413K in Q3 2025.
  • 978 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on Williams Jones Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.