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Avion Wealth’s Ingles Markets IMKTA Stock Holding History

Avion Wealth’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
Q2 		$1K Hold
15
– – ﹤0.01% 1262
2026
Q1 		$1K Hold
15
– – ﹤0.01% 1057
2025
Q4 		$1K Hold
15
– – ﹤0.01% 1053
2025
Q3 		$1K Buy
15
+7
+88% +$467 ﹤0.01% 1028
2025
Q2 		$0 Buy
8
+1
+14% +$62 ﹤0.01% 1380
2025
Q1 		$0 Buy
+7
New +$447 ﹤0.01% 1187
2024
Q4 		– Sell
-14
Closed -$1K – 1138
2024
Q3 		$1K Sell
14
-7
-33% -$515 ﹤0.01% 823
2024
Q2 		$1K Buy
+21
New +$1.52K ﹤0.01% 747
2024
Q1 		– Sell
-12
Closed -$1K – 1184
2023
Q4 		$1K Buy
12
+6
+100% +$488 ﹤0.01% 831
2023
Q3 		$0 Hold
6
– – ﹤0.01% 994
2023
Q2 		$0 Buy
+6
New +$516 ﹤0.01% 878

Other funds holding IMKTA

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SR
Summer Road West Palm Beach, Florida $161M AUM 27.24% 1-Year Est. Return

Avion Wealth's IMKTA Position: Q2 2026 in Review

Avion Wealth held its Ingles Markets (IMKTA) position steady in Q2 2026 at 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Avion Wealth first reported a position in IMKTA in Q2 2023 and has held it in 11 quarters since. 237 funds tracked by Wall St. Rank hold IMKTA as of Q2 2026.

  • Avion Wealth held 15 shares of Ingles Markets worth $1K as of Q2 2026.
  • Avion Wealth left its Ingles Markets share count unchanged in Q2 2026.
  • Ingles Markets made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1262 holding.
  • Avion Wealth first reported a position in Ingles Markets in Q2 2023 and has held it in 11 quarters since.
  • 237 funds tracked by Wall St. Rank held Ingles Markets as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.