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Halbert Hargrove Global Advisors’s Ingles Markets IMKTA Stock Holding History

Halbert Hargrove Global Advisors’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
2025
Q4 		– Sell
-66
Closed -$4.59K – 556
2025
Q3 		$4.59K Buy
+66
New +$4.4K ﹤0.01% 433
2022
Q2 		– Sell
-2,663
Closed -$237K – 162
2022
Q1 		$237K Buy
+2,663
New +$226K 0.02% 145

Other funds holding IMKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Halbert Hargrove Global Advisors's IMKTA Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Ingles Markets (IMKTA) in Q4 2025, closing a stake of 66 shares — an estimated $4.59K sold.

Halbert Hargrove Global Advisors first reported a position in IMKTA in Q1 2022 and held it in 2 quarters. The position peaked at $237K in Q1 2022. 202 funds tracked by Wall St. Rank hold IMKTA as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Ingles Markets position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 66 Ingles Markets shares in Q4 2025, an estimated $4.59K.
  • Halbert Hargrove Global Advisors first reported a position in Ingles Markets in Q1 2022 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's Ingles Markets position peaked at $237K in Q1 2022.
  • 202 funds tracked by Wall St. Rank held Ingles Markets as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.