Rothwell Investment Advisors, LLC’s Ingles Markets IMKTA Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio IMKTA Stock Details IMKTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$105K	Buy	+1,237	New	+$107K	0.06%	282

Other funds holding IMKTA

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Summer Road West Palm Beach, Florida $135M AUM 15.82% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Rothwell Investment Advisors, LLC's IMKTA Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Ingles Markets (IMKTA) in Q3 2026: 1,237 shares worth $105K. The stake represents 0.06% of the portfolio and ranks #282 among its holdings.

84 funds tracked by Wall St. Rank hold IMKTA as of Q3 2026.

Rothwell Investment Advisors, LLC held 1,237 shares of Ingles Markets worth $105K as of Q3 2026.
Ingles Markets was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Ingles Markets made up 0.06% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #282 holding.
84 funds tracked by Wall St. Rank held Ingles Markets as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.