CAL
INGM

Capital Advisors Ltd’s Ingram Micro Holding INGM Stock Holding History

Capital Advisors Ltd’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
Q2 		$13K Hold
490
– – ﹤0.01% 805
2026
Q1 		$11K Hold
490
– – ﹤0.01% 817
2025
Q4 		$10K Hold
490
– – ﹤0.01% 828
2025
Q3 		$11K Hold
490
– – ﹤0.01% 792
2025
Q2 		$10K Buy
+490
New +$9.13K ﹤0.01% 802

Other funds holding INGM

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Capital Advisors Ltd's INGM Position: Q2 2026 in Review

Capital Advisors Ltd held its Ingram Micro Holding (INGM) position steady in Q2 2026 at 490 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Capital Advisors Ltd first reported a position in INGM in Q2 2025 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold INGM as of Q2 2026.

  • Capital Advisors Ltd held 490 shares of Ingram Micro Holding worth $13K as of Q2 2026.
  • Capital Advisors Ltd left its Ingram Micro Holding share count unchanged in Q2 2026.
  • Ingram Micro Holding made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #805 holding.
  • Capital Advisors Ltd first reported a position in Ingram Micro Holding in Q2 2025 and has held it in 5 quarters since.
  • 16 funds tracked by Wall St. Rank held Ingram Micro Holding as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.