Janney Montgomery Scott
IMKTA icon

Janney Montgomery Scott’s Ingles Markets IMKTA Stock Holding History

Janney Montgomery Scott’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
Q2 		– Sell
-17,729
Closed -$1.16M – 2762
2025
Q1 		$1.16M Buy
17,729
+286
+2% +$18.3K ﹤0.01% 1451
2024
Q4 		$1.12M Sell
17,443
-655
-4% -$44.1K ﹤0.01% 1477
2024
Q3 		$1.35M Buy
18,098
+542
+3% +$39.9K ﹤0.01% 1333
2024
Q2 		$1.21M Buy
17,556
+304
+2% +$22K ﹤0.01% 1344
2024
Q1 		$1.32M Buy
17,252
+731
+4% +$58.5K ﹤0.01% 1366
2023
Q4 		$1.43M Buy
16,521
+1,514
+10% +$123K ﹤0.01% 1263
2023
Q3 		$1.13M Buy
15,007
+375
+3% +$30.2K ﹤0.01% 1286
2023
Q2 		$1.21M Buy
14,632
+47
+0.3% +$4.04K ﹤0.01% 1315
2023
Q1 		$1.29M Buy
14,585
+886
+6% +$82.2K 0.01% 1181
2022
Q4 		$1.32M Buy
13,699
+399
+3% +$37.4K 0.01% 1229
2022
Q3 		$1.05M Buy
13,300
+927
+7% +$84.3K ﹤0.01% 1276
2022
Q2 		$1.08M Buy
12,373
+1,157
+10% +$105K ﹤0.01% 1199
2022
Q1 		$999K Buy
11,216
+2,020
+22% +$172K ﹤0.01% 1245
2021
Q4 		$794K Buy
9,196
+866
+10% +$66.1K ﹤0.01% 1465
2021
Q3 		$550K Buy
8,330
+516
+7% +$32.7K ﹤0.01% 1595
2021
Q2 		$455K Buy
7,814
+895
+13% +$55.5K ﹤0.01% 1691
2021
Q1 		$427K Sell
6,919
-812
-11% -$42.5K ﹤0.01% 1647
2020
Q4 		$330K Buy
7,731
+2,111
+38% +$81.5K ﹤0.01% 1827
2020
Q3 		$214K Buy
+5,620
New +$226K ﹤0.01% 1878

Other funds holding IMKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return