Bailard
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Bailard’s Ingram Micro Holding INGM Stock Holding History

Bailard’s Portfolio INGM Stock Details INGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-9,100
Closed -$250K – 856
2026
Q2 		$250K Buy
+9,100
New +$256K 0.01% 690

Other funds holding INGM

Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Bailard's INGM Position: Q3 2026 in Review

Bailard sold out of Ingram Micro Holding (INGM) in Q3 2026, closing a stake of 9,100 shares — an estimated $250K sold.

Bailard first reported a position in INGM in Q2 2026 and held it in 1 quarter. The position peaked at $250K in Q2 2026. 17 funds tracked by Wall St. Rank hold INGM as of Q3 2026.

  • Bailard reported no remaining Ingram Micro Holding position as of Q3 2026 after selling out during the quarter.
  • Bailard sold 9,100 Ingram Micro Holding shares in Q3 2026, an estimated $250K.
  • Bailard first reported a position in Ingram Micro Holding in Q2 2026 and held it in 1 quarter.
  • Bailard's Ingram Micro Holding position peaked at $250K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Ingram Micro Holding as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.