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 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 $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aprio Wealth Management's IMO Position: Q2 2026 in Review

Aprio Wealth Management reduced its Imperial Oil (IMO) stake by 1.4% in Q2 2026, selling an estimated $8.14K and leaving 4,689 shares worth $525K. The position accounts for 0.03% of the portfolio, ranked #369.

Aprio Wealth Management first reported a position in IMO in Q3 2024 and has held it in 8 quarters since. The position peaked at $622K in Q1 2026. 413 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Aprio Wealth Management held 4,689 shares of Imperial Oil worth $525K as of Q2 2026.
Aprio Wealth Management sold 65 Imperial Oil shares in Q2 2026, an estimated $8.14K.
Imperial Oil made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #369 holding.
Aprio Wealth Management first reported a position in Imperial Oil in Q3 2024 and has held it in 8 quarters since.
Aprio Wealth Management's Imperial Oil position peaked at $622K in Q1 2026.
413 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.