Creative Planning
IMKTA icon

Creative Planning’s Ingles Markets IMKTA Stock Holding History

Creative Planning’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 		$5.14M Buy
57,191
+20,317
+55% +$1.65M ﹤0.01% 1174
2025
Q4 		$2.53M Buy
36,874
+7,741
+27% +$563K ﹤0.01% 1531
2025
Q3 		$2.03M Buy
29,133
+15,525
+114% +$1.03M ﹤0.01% 1535
2025
Q2 		$862K Buy
13,608
+7,564
+125% +$470K ﹤0.01% 1988
2025
Q1 		$394K Sell
6,044
-4,316
-42% -$275K ﹤0.01% 2513
2024
Q4 		$668K Buy
10,360
+3,512
+51% +$236K ﹤0.01% 1961
2024
Q3 		$511K Buy
6,848
+1,964
+40% +$144K ﹤0.01% 2093
2024
Q2 		$335K Buy
4,884
+1,301
+36% +$94.2K ﹤0.01% 2263
2024
Q1 		$275K Sell
3,583
-932
-21% -$74.5K ﹤0.01% 2324
2023
Q4 		$390K Buy
4,515
+1,652
+58% +$135K ﹤0.01% 1889
2023
Q3 		$216K Sell
2,863
-340
-11% -$27.4K ﹤0.01% 2183
2023
Q2 		$265K Sell
3,203
-550
-15% -$47.3K ﹤0.01% 2005
2023
Q1 		$333K Buy
3,753
+992
+36% +$92K ﹤0.01% 1740
2022
Q4 		$266K Buy
+2,761
New +$259K ﹤0.01% 1805
2016
Q1 		– Sell
-15
Closed -$1K – 4416
2015
Q4 		$1K Buy
+15
New +$749 ﹤0.01% 4207
2015
Q2 		– Sell
-350
Closed -$17K – 2005
2015
Q1 		$17K Buy
+350
New +$15.7K ﹤0.01% 2844

Other funds holding IMKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SR
Summer Road West Palm Beach, Florida $142M AUM 43.61% 1-Year Est. Return