Key Financial Inc’s Imperial Oil IMO Stock Holding History

Key Financial Inc’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	-15	Closed	-$1.29K	–	1432
2025 Q4	$1.29K	Hold	15	–	–	﹤0.01%	1230
2025 Q3	$1.35K	Buy	+15	New	+$1.3K	﹤0.01%	1239

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

Key Financial Inc's IMO Position: Q1 2026 in Review

Key Financial Inc sold out of Imperial Oil (IMO) in Q1 2026, closing a stake of 15 shares — an estimated $1.29K sold.

Key Financial Inc first reported a position in IMO in Q3 2025 and held it in 2 quarters. The position peaked at $1.35K in Q3 2025. 406 funds tracked by Wall St. Rank hold IMO as of Q1 2026.

Key Financial Inc reported no remaining Imperial Oil position as of Q1 2026 after selling out during the quarter.
Key Financial Inc sold 15 Imperial Oil shares in Q1 2026, an estimated $1.29K.
Key Financial Inc first reported a position in Imperial Oil in Q3 2025 and held it in 2 quarters.
Key Financial Inc's Imperial Oil position peaked at $1.35K in Q3 2025.
406 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.