Baron Wealth Management’s Imperial Oil IMO Stock Holding History

Baron 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	$451K	Sell	4,024 -6	-0.1%	-$752	0.12%	123
2026 Q1	$527K	Buy	4,030 +124	+3%	+$13.9K	0.16%	89
2025 Q4	$337K	Buy	3,906 +16	+0.4%	+$1.46K	0.1%	154
2025 Q3	$353K	Buy	3,890 +208	+6%	+$18K	0.12%	128
2025 Q2	$293K	Buy	+3,682	New	+$263K	0.1%	144

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

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

Baron Wealth Management reduced its Imperial Oil (IMO) stake by 0.15% in Q2 2026, selling an estimated $752 and leaving 4,024 shares worth $451K. The position accounts for 0.12% of the portfolio, ranked #123.

Baron Wealth Management first reported a position in IMO in Q2 2025 and has held it in 5 quarters since. The position peaked at $527K in Q1 2026. 413 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Baron Wealth Management held 4,024 shares of Imperial Oil worth $451K as of Q2 2026.
Baron Wealth Management sold 6 Imperial Oil shares in Q2 2026, an estimated $752.
Imperial Oil made up 0.12% of Baron Wealth Management's portfolio in Q2 2026, its #123 holding.
Baron Wealth Management first reported a position in Imperial Oil in Q2 2025 and has held it in 5 quarters since.
Baron Wealth Management's Imperial Oil position peaked at $527K in Q1 2026.
413 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.