Creative Planning
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Creative Planning’s IMAX IMAX Stock Holding History

Creative Planning’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 		$1.4M Buy
36,848
+4,331
+13% +$161K ﹤0.01% 2188
2025
Q4 		$1.2M Buy
32,517
+7,789
+31% +$272K ﹤0.01% 2143
2025
Q3 		$810K Buy
24,728
+8,647
+54% +$245K ﹤0.01% 2318
2025
Q2 		$450K Buy
16,081
+7,344
+84% +$191K ﹤0.01% 2558
2025
Q1 		$230K Buy
+8,737
New +$218K ﹤0.01% 2957
2020
Q4 		– Sell
-12,346
Closed -$148K – 2405
2020
Q3 		$148K Buy
12,346
+99
+0.8% +$1.28K ﹤0.01% 1760
2020
Q2 		$137K Buy
+12,247
New +$143K ﹤0.01% 1609
2017
Q3 		– Sell
-1,193
Closed -$26K – 2754
2017
Q2 		$26K Buy
1,193
+176
+17% +$4.94K ﹤0.01% 2990
2017
Q1 		$35K Buy
1,017
+144
+16% +$4.69K ﹤0.01% 2723
2016
Q4 		$27K Buy
873
+20
+2% +$625 ﹤0.01% 2862
2016
Q3 		$25K Sell
853
-700
-45% -$21.3K ﹤0.01% 2898
2016
Q2 		$46K Buy
1,553
+50
+3% +$1.57K ﹤0.01% 2184
2016
Q1 		$47K Sell
1,503
-88
-6% -$2.69K ﹤0.01% 2144
2015
Q4 		$57K Buy
1,591
+300
+23% +$11.3K ﹤0.01% 2017
2015
Q3 		$44K Buy
+1,291
New +$44.7K ﹤0.01% 2131
2015
Q2 		– Sell
-1,050
Closed -$35K – 2003
2015
Q1 		$35K Hold
1,050
– – ﹤0.01% 2270
2014
Q4 		$32K Buy
1,050
+350
+50% +$10.2K ﹤0.01% 2303
2014
Q3 		$19K Buy
700
+100
+17% +$2.7K ﹤0.01% 2578
2014
Q2 		$17K Buy
600
+100
+20% +$2.67K ﹤0.01% 2582
2014
Q1 		$14K Sell
500
-2,075
-81% -$56.7K ﹤0.01% 2586
2013
Q4 		$76K Hold
2,575
– – ﹤0.01% 1352
2013
Q3 		$78K Sell
2,575
-225
-8% -$6.05K ﹤0.01% 1269
2013
Q2 		$70K Buy
+2,800
New +$74.9K ﹤0.01% 1188

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

Creative Planning's IMAX Position: Q1 2026 in Review

Creative Planning increased its IMAX (IMAX) stake by 13% in Q1 2026, buying an estimated $161K and bringing the position to 36,848 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2188.

Creative Planning first reported a position in IMAX in Q2 2013 and has held it in 23 quarters since. 254 funds tracked by Wall St. Rank hold IMAX as of Q1 2026.

  • Creative Planning held 36,848 shares of IMAX worth $1.4M as of Q1 2026.
  • Creative Planning bought 4,331 IMAX shares in Q1 2026, an estimated $161K.
  • IMAX made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2188 holding.
  • Creative Planning first reported a position in IMAX in Q2 2013 and has held it in 23 quarters since.
  • 254 funds tracked by Wall St. Rank held IMAX as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.