Aprio Wealth Management’s Imperial Oil IMO Stock Holding History

Aprio Wealth Management’s Portfolio IMO Stock Details IMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$602K	Buy	4,890 +201	+4%	+$25.6K	0.03%	365
2026 Q2	$525K	Sell	4,689 -65	-1%	-$8.14K	0.03%	369
2026 Q1	$622K	Sell	4,754 -128	-3%	-$14.4K	0.03%	295
2025 Q4	$421K	Hold	4,882	–	–	0.02%	348
2025 Q3	$443K	Buy	4,882 +55	+1%	+$4.75K	0.04%	245
2025 Q2	$384K	Sell	4,827 -1,755	-27%	-$125K	0.04%	236
2025 Q1	$476K	Buy	6,582 +2,449	+59%	+$168K	0.06%	186
2024 Q4	$255K	Buy	4,133 +1,176	+40%	+$85.3K	0.04%	247
2024 Q3	$208K	Buy	+2,957	New	+$209K	0.03%	264

Other funds holding IMO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Aprio Wealth Management's IMO Position: Q3 2026 in Review

Aprio Wealth Management increased its Imperial Oil (IMO) stake by 4.3% in Q3 2026, buying an estimated $25.6K and bringing the position to 4,890 shares worth $602K. The position accounts for 0.03% of the portfolio, ranked #365.

Aprio Wealth Management first reported a position in IMO in Q3 2024 and has held it in 9 quarters since. The position peaked at $622K in Q1 2026. 251 funds tracked by Wall St. Rank hold IMO as of Q3 2026.

Aprio Wealth Management held 4,890 shares of Imperial Oil worth $602K as of Q3 2026.
Aprio Wealth Management bought 201 Imperial Oil shares in Q3 2026, an estimated $25.6K.
Imperial Oil made up 0.03% of Aprio Wealth Management's portfolio in Q3 2026, its #365 holding.
Aprio Wealth Management first reported a position in Imperial Oil in Q3 2024 and has held it in 9 quarters since.
Aprio Wealth Management's Imperial Oil position peaked at $622K in Q1 2026.
251 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.