Baron Wealth Management
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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
Q3 		$464K Sell
3,769
-255
-6% -$32.5K 0.12% 129
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
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Baron Wealth Management's IMO Position: Q3 2026 in Review

Baron Wealth Management reduced its Imperial Oil (IMO) stake by 6.3% in Q3 2026, selling an estimated $32.5K and leaving 3,769 shares worth $464K. The position accounts for 0.12% of the portfolio, ranked #129.

Baron Wealth Management first reported a position in IMO in Q2 2025 and has held it in 6 quarters since. The position peaked at $527K in Q1 2026. 234 funds tracked by Wall St. Rank hold IMO as of Q3 2026.

  • Baron Wealth Management held 3,769 shares of Imperial Oil worth $464K as of Q3 2026.
  • Baron Wealth Management sold 255 Imperial Oil shares in Q3 2026, an estimated $32.5K.
  • Imperial Oil made up 0.12% of Baron Wealth Management's portfolio in Q3 2026, its #129 holding.
  • Baron Wealth Management first reported a position in Imperial Oil in Q2 2025 and has held it in 6 quarters since.
  • Baron Wealth Management's Imperial Oil position peaked at $527K in Q1 2026.
  • 234 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.