Number of Shares
8,693,000
Previous 8,500,000 2.27%
Holding current value
$8.06 Billion
Previous $7.64 Billion 5.4%
% of portfolio
2.15%
Previous 3.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025

BUY
N/A
193,000 Added 2.27%
8,693,000 $8.06 Billion
Q3 2024

Oct 22, 2024

BUY
N/A
8,500,000 New
8,500,000 $7.68 Billion
Track This Portfolio

Track Income Research & Management Portfolio

Follow Income Research & Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Income Research & Management, based on Form 13F filings with the SEC.

News

Stay updated on Income Research & Management with notifications on news.