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Winmill & Co’s Interactive Brokers IBKR Stock Holding History

Winmill & Co’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 		$21.9M Hold
327,200
– – 6.33% 5
2025
Q4 		$21M Hold
327,200
– – 5.61% 4
2025
Q3 		$22.5M Hold
327,200
– – 5.46% 4
2025
Q2 		$18.1M Hold
327,200
– – 5.04% 6
2025
Q1 		$13.5M Hold
327,200
– – 4.12% 7
2024
Q4 		$14.5M Hold
327,200
– – 4.68% 7
2024
Q3 		$11.4M Hold
327,200
– – 3.84% 10
2024
Q2 		$10M Hold
327,200
– – 3.42% 9
2024
Q1 		$9.14M Hold
327,200
– – 2.6% 18
2023
Q4 		$6.78M Buy
+327,200
New +$6.7M 2.17% 21

Other funds holding IBKR

BlackRock
BlackRock New York $5.7T 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