Greenleaf Trust’s Imperial Oil IMO Stock Holding History

Greenleaf Trust’s Portfolio IMO Stock Details IMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,463	Closed	-$299K	–	831
2025 Q4	$299K	Hold	3,463	–	–	﹤0.01%	657
2025 Q3	$314K	Hold	3,463	–	–	﹤0.01%	624
2025 Q2	$275K	Buy	3,463 +16	+0.5%	+$1.14K	﹤0.01%	660
2025 Q1	$249K	Sell	3,447 -4	-0.1%	-$275	﹤0.01%	703
2024 Q4	$213K	Sell	3,451 -1,599	-32%	-$116K	﹤0.01%	763
2024 Q3	$356K	Buy	5,050 +1,599	+46%	+$113K	﹤0.01%	607
2024 Q2	$236K	Hold	3,451	–	–	﹤0.01%	702
2024 Q1	$239K	Buy	+3,451	New	+$211K	﹤0.01%	687
2023 Q4	–	Sell	-3,432	Closed	-$211K	–	775
2023 Q3	$211K	Buy	+3,432	New	+$188K	﹤0.01%	695

Other funds holding IMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Greenleaf Trust's IMO Position: Q1 2026 in Review

Greenleaf Trust sold out of Imperial Oil (IMO) in Q1 2026, closing a stake of 3,463 shares — an estimated $299K sold.

Greenleaf Trust first reported a position in IMO in Q3 2023 and held it in 9 quarters. The position peaked at $356K in Q3 2024. 405 funds tracked by Wall St. Rank hold IMO as of Q1 2026.

Greenleaf Trust reported no remaining Imperial Oil position as of Q1 2026 after selling out during the quarter.
Greenleaf Trust sold 3,463 Imperial Oil shares in Q1 2026, an estimated $299K.
Greenleaf Trust first reported a position in Imperial Oil in Q3 2023 and held it in 9 quarters.
Greenleaf Trust's Imperial Oil position peaked at $356K in Q3 2024.
405 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.