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Williamson Legacy Group’s Interactive Brokers IBKR Stock Holding History

Williamson Legacy Group’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
Q1 		– Sell
-17,633
Closed -$1.13M – 93
2025
Q4 		$1.13M Buy
17,633
+862
+5% +$57.7K 0.89% 48
2025
Q3 		$1.15M Buy
+16,771
New +$1.06M 0.89% 55
2025
Q2 		– Sell
-19,848
Closed -$822K – 122
2025
Q1 		$822K Buy
19,848
+12,772
+180% +$633K 0.78% 67
2024
Q4 		$313K Buy
+7,076
New +$298K 0.21% 101

Other funds holding IBKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Williamson Legacy Group's IBKR Position: Q1 2026 in Review

Williamson Legacy Group sold out of Interactive Brokers (IBKR) in Q1 2026, closing a stake of 17,633 shares — an estimated $1.13M sold.

Williamson Legacy Group first reported a position in IBKR in Q4 2024 and held it in 4 quarters. The position peaked at $1.15M in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Williamson Legacy Group reported no remaining Interactive Brokers position as of Q1 2026 after selling out during the quarter.
  • Williamson Legacy Group sold 17,633 Interactive Brokers shares in Q1 2026, an estimated $1.13M.
  • Williamson Legacy Group first reported a position in Interactive Brokers in Q4 2024 and held it in 4 quarters.
  • Williamson Legacy Group's Interactive Brokers position peaked at $1.15M in Q3 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Williamson Legacy Group's 13F filing for Q1 2026, filed 13 May 2026.