AWE
IMKTA icon

Avidian Wealth Enterprises’s Ingles Markets IMKTA Stock Holding History

Avidian Wealth Enterprises’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 		$428K Hold
5,044
– – 0.01% 522
2026
Q2 		$447K Sell
5,044
-500
-9% -$44.7K 0.01% 498
2026
Q1 		$498K Sell
5,544
-129
-2% -$10.5K 0.02% 437
2025
Q4 		$389K Hold
5,673
– – 0.01% 425
2025
Q3 		$395K Sell
5,673
-400
-7% -$26.7K 0.01% 416
2025
Q2 		$385K Sell
6,073
-70
-1% -$4.35K 0.02% 391
2025
Q1 		$400K Sell
6,143
-1,300
-17% -$83K 0.02% 357
2024
Q4 		$480K Buy
7,443
+150
+2% +$10.1K 0.02% 299
2024
Q3 		$544K Sell
7,293
-2,783
-28% -$205K 0.02% 282
2024
Q2 		$691K Hold
10,076
– – 0.03% 234
2024
Q1 		$773K Sell
10,076
-39
-0.4% -$3.12K 0.04% 200
2023
Q4 		$874K Sell
10,115
-57
-0.6% -$4.64K 0.05% 182
2023
Q3 		$766K Hold
10,172
– – 0.05% 195
2023
Q2 		$841K Buy
10,172
+4,618
+83% +$397K 0.06% 203
2023
Q1 		$493K Hold
5,554
– – 0.03% 295
2022
Q4 		$536K Hold
5,554
– – 0.03% 265
2022
Q3 		$440K Sell
5,554
-382
-6% -$34.7K 0.03% 258
2022
Q2 		$515K Sell
5,936
-224
-4% -$20.4K 0.04% 262
2022
Q1 		$549K Sell
6,160
-1,246
-17% -$106K 0.03% 282
2021
Q4 		$639K Buy
+7,406
New +$565K 0.04% 259

Other funds holding IMKTA

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Avidian Wealth Enterprises's IMKTA Position: Q3 2026 in Review

Avidian Wealth Enterprises held its Ingles Markets (IMKTA) position steady in Q3 2026 at 5,044 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #522.

Avidian Wealth Enterprises first reported a position in IMKTA in Q4 2021 and has held it in 20 quarters since. The position peaked at $874K in Q4 2023. 4 funds tracked by Wall St. Rank hold IMKTA as of Q3 2026.

  • Avidian Wealth Enterprises held 5,044 shares of Ingles Markets worth $428K as of Q3 2026.
  • Avidian Wealth Enterprises left its Ingles Markets share count unchanged in Q3 2026.
  • Ingles Markets made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #522 holding.
  • Avidian Wealth Enterprises first reported a position in Ingles Markets in Q4 2021 and has held it in 20 quarters since.
  • Avidian Wealth Enterprises's Ingles Markets position peaked at $874K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Ingles Markets as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.