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Interactive Brokers shares owned by Fulcrum Asset Management

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Fulcrum Asset Management from 13F filings

Historical chart of Fulcrum Asset Management investment in Interactive Brokers

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All positions including Interactive Brokers held by Fulcrum Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Interactive Brokers by Fulcrum Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 66k 68.81
2025-06-30 $3.8M 68k 55.41
2025-03-31 $2.0M 66k 30.79

More positions owned by Fulcrum Asset Management

Nvidia Corp Equity (NVDA)
Microsoft Corp Comp Equity (MSFT)
Broadcom Inc Comp Equity (AVGO)
Amazon.com Inc Comp Equity (AMZN)
Jpmorgan Chase & Co Equity (JPM)
Alphabet Inc-cl A Equity (GOOGL)
Alphabet In-cl C Equity (GOOG)
Visa Inc-class A Shares Equity (V)
Mastercard Inc - A Equity (MA)
Republic Services Equity (RSG)
Baker Hughes Co Comp Equity (BKR)
SLB Equity (SLB)
American Water Works Co Inc Comp Equity (AWK)
Nextera Energy Inc Comp Equity (NEE)
Micron Technology Inc Comp Equity (MU)

View all positions for Fulcrum Asset Management

Top funds holding Interactive Brokers

Vanguard Group
BlackRock
State Street Corporation
Cantillon Capital Mgnt
Kayne Anderson Rudnick Investment Management
Wellington Management Company
Greenwich Wealth Management
Geode Capital Management
Orbis Allan Gray
Jpmorgan Chase & Co
Egerton Capital
FMR
American Century Companies
Invesco
J O Hambro Investment Management

View all funds holding Interactive Brokers