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HB Wealth Management’s Ingles Markets IMKTA Stock Holding History

HB Wealth Management’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
Q2 		$215K Buy
2,428
+154
+7% +$13.8K ﹤0.01% 1565
2026
Q1 		$204K Buy
+2,274
New +$184K ﹤0.01% 1435

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
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

HB Wealth Management's IMKTA Position: Q2 2026 in Review

HB Wealth Management increased its Ingles Markets (IMKTA) stake by 6.8% in Q2 2026, buying an estimated $13.8K and bringing the position to 2,428 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

HB Wealth Management first reported a position in IMKTA in Q1 2026 and has held it in 2 quarters since. 237 funds tracked by Wall St. Rank hold IMKTA as of Q2 2026.

  • HB Wealth Management held 2,428 shares of Ingles Markets worth $215K as of Q2 2026.
  • HB Wealth Management bought 154 Ingles Markets shares in Q2 2026, an estimated $13.8K.
  • Ingles Markets made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1565 holding.
  • HB Wealth Management first reported a position in Ingles Markets in Q1 2026 and has held it in 2 quarters since.
  • 237 funds tracked by Wall St. Rank held Ingles Markets as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.