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Annis Gardner Whiting Capital Advisors’s Ingles Markets IMKTA Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2025
Q4 		– Sell
-8,200
Closed -$570K – 1275
2025
Q3 		$570K Buy
8,200
+400
+5% +$26.7K 0.12% 150
2025
Q2 		$494K Buy
7,800
+1,600
+26% +$99.4K 0.17% 116
2025
Q1 		$404K Buy
+6,200
New +$396K 0.17% 119

Other funds holding IMKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's IMKTA Position: Q4 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Ingles Markets (IMKTA) in Q4 2025, closing a stake of 8,200 shares — an estimated $570K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IMKTA in Q1 2025 and held it in 3 quarters. The position peaked at $570K in Q3 2025. 202 funds tracked by Wall St. Rank hold IMKTA as of Q4 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Ingles Markets position as of Q4 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 8,200 Ingles Markets shares in Q4 2025, an estimated $570K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Ingles Markets in Q1 2025 and held it in 3 quarters.
  • Annis Gardner Whiting Capital Advisors's Ingles Markets position peaked at $570K in Q3 2025.
  • 202 funds tracked by Wall St. Rank held Ingles Markets as of Q4 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.