Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Ingles Markets IMKTA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IMKTA Stock Details IMKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$105K Sell
1,163
-48
-4% -$3.89K ﹤0.01% 3230
2025
Q4 		$83K Buy
1,211
+34
+3% +$2.47K ﹤0.01% 3202
2025
Q3 		$82K Buy
1,177
+811
+222% +$54.1K ﹤0.01% 3136
2025
Q2 		$23K Buy
366
+63
+21% +$3.92K ﹤0.01% 3822
2025
Q1 		$20K Buy
303
+24
+9% +$1.53K ﹤0.01% 3674
2024
Q4 		$18K Sell
279
-481
-63% -$32.4K ﹤0.01% 3516
2024
Q3 		$57K Buy
760
+327
+76% +$24.1K ﹤0.01% 2593
2024
Q2 		$30K Buy
433
+306
+241% +$22.2K ﹤0.01% 2834
2024
Q1 		$10K Buy
127
+122
+2,440% +$9.76K ﹤0.01% 3335
2023
Q4 		$0 Hold
5
– – ﹤0.01% 4317
2023
Q3 		$0 Sell
5
-2
-29% -$161 ﹤0.01% 4327
2023
Q2 		$1K Hold
7
– – ﹤0.01% 3977
2023
Q1 		$1K Hold
7
– – ﹤0.01% 3850
2022
Q4 		$1K Hold
7
– – ﹤0.01% 3765
2022
Q3 		$1K Sell
7
-16
-70% -$1.46K ﹤0.01% 3672
2022
Q2 		$2K Buy
+23
New +$2.09K ﹤0.01% 3353

Other funds holding IMKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SR
Summer Road West Palm Beach, Florida $161M AUM 27.24% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IMKTA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Ingles Markets (IMKTA) stake by 4% in Q1 2026, selling an estimated $3.89K and leaving 1,163 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #3230.

Carson Wealth (CWM LLC) first reported a position in IMKTA in Q2 2022 and has held it in 16 quarters since. 232 funds tracked by Wall St. Rank hold IMKTA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,163 shares of Ingles Markets worth $105K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 48 Ingles Markets shares in Q1 2026, an estimated $3.89K.
  • Ingles Markets made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3230 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ingles Markets in Q2 2022 and has held it in 16 quarters since.
  • 232 funds tracked by Wall St. Rank held Ingles Markets as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.