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Caldwell Trust’s IMAX IMAX Stock Holding History

Caldwell Trust’s Portfolio IMAX Stock Details IMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$950 Hold
25
– – ﹤0.01% 771
2025
Q4 		$924 Hold
25
– – ﹤0.01% 745
2025
Q3 		$819 Hold
25
– – ﹤0.01% 739
2025
Q2 		$699 Hold
25
– – ﹤0.01% 737
2025
Q1 		$659 Hold
25
– – ﹤0.01% 741
2024
Q4 		$640 Hold
25
– – ﹤0.01% 706
2024
Q3 		$513 Hold
25
– – ﹤0.01% 698
2024
Q2 		$419 Hold
25
– – ﹤0.01% 687
2024
Q1 		$404 Hold
25
– – ﹤0.01% 697
2023
Q4 		$376 Hold
25
– – ﹤0.01% 698
2023
Q3 		$483 Hold
25
– – ﹤0.01% 700
2023
Q2 		$425 Buy
+25
New +$474 ﹤0.01% 749

Other funds holding IMAX

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Caldwell Trust's IMAX Position: Q1 2026 in Review

Caldwell Trust held its IMAX (IMAX) position steady in Q1 2026 at 25 shares worth $950. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Caldwell Trust first reported a position in IMAX in Q2 2023 and has held it in 12 quarters since. 254 funds tracked by Wall St. Rank hold IMAX as of Q1 2026.

  • Caldwell Trust held 25 shares of IMAX worth $950 as of Q1 2026.
  • Caldwell Trust left its IMAX share count unchanged in Q1 2026.
  • IMAX made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #771 holding.
  • Caldwell Trust first reported a position in IMAX in Q2 2023 and has held it in 12 quarters since.
  • 254 funds tracked by Wall St. Rank held IMAX as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.