Laird Norton Wetherby Wealth Management’s Imperial Oil IMO Stock Holding History

Laird Norton Wetherby Wealth Management’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
2025 Q3	$1.53M	Sell	16,834 -22	-0.1%	-$1.9K	0.06%	282
2025 Q2	$1.34M	Buy	+16,856	New	+$1.2M	0.06%	295
2024 Q4	$1.13M	Sell	18,397 -852	-4%	-$61.8K	0.05%	311
2024 Q3	$1.36M	Sell	19,249 -231	-1%	-$16.4K	0.06%	290
2024 Q2	$1.33M	Sell	19,480 -197	-1%	-$13.6K	0.06%	286
2024 Q1	$1.36M	Buy	19,677 +4	+0%	+$244	0.06%	291
2023 Q4	$1.13M	Sell	19,673 -119	-0.6%	-$6.83K	0.06%	325
2023 Q3	$1.22M	Sell	19,792 -47	-0.2%	-$2.58K	0.07%	295
2023 Q2	$1.02M	Buy	19,839 +1,477	+8%	+$73.4K	0.05%	333
2023 Q1	$933K	Buy	18,362 +1,907	+12%	+$95.2K	0.05%	352
2022 Q4	$802K	Buy	16,455 +998	+6%	+$51.4K	0.05%	372
2022 Q3	$669K	Sell	15,457 -163	-1%	-$7.44K	0.05%	391
2022 Q2	$736K	Buy	15,620 +1,233	+9%	+$63K	0.05%	368
2022 Q1	$696K	Sell	14,387 -3	-0%	-$129	0.04%	413
2021 Q4	$519K	Buy	14,390 +375	+3%	+$12.9K	0.03%	511
2021 Q3	$443K	Buy	14,015 +245	+2%	+$6.78K	0.03%	547
2021 Q2	$420K	Buy	13,770 +393	+3%	+$11.8K	0.03%	581
2021 Q1	$322K	Buy	13,377 +4	+0%	+$88	0.02%	584
2020 Q4	$254K	Sell	13,373 -2,499	-16%	-$40K	0.02%	729
2020 Q3	$190K	Sell	15,872 -1,320	-8%	-$20.7K	0.02%	651
2020 Q2	$276K	Sell	17,192 -5,248	-23%	-$78.8K	0.03%	543
2020 Q1	$254K	Buy	+22,440	New	+$468K	0.03%	500
2017 Q2	–	Sell	-8,043	Closed	-$245K	–	571
2017 Q1	$245K	Buy	8,043 +1,209	+18%	+$39.1K	0.04%	473
2016 Q4	$238K	Buy	+6,834	New	+$229K	0.05%	463
2016 Q1	–	Sell	-8,025	Closed	-$260K	–	494
2015 Q4	$260K	Buy	+8,025	New	+$260K	0.06%	355
2015 Q1	–	Sell	-5,827	Closed	-$251K	–	475
2014 Q4	$251K	Buy	5,827 +1,150	+25%	+$52.3K	0.06%	357
2014 Q3	$221K	Buy	4,677 +476	+11%	+$24.4K	0.06%	373
2014 Q2	$221K	Sell	4,201 -590	-12%	-$29K	0.06%	377
2014 Q1	$223K	Buy	+4,791	New	+$209K	0.06%	367

Other funds holding IMO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's IMO Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Imperial Oil (IMO) stake by 0.13% in Q3 2025, selling an estimated $1.9K and leaving 16,834 shares worth $1.53M. The position accounts for 0.06% of the portfolio, ranked #282.

Laird Norton Wetherby Wealth Management first reported a position in IMO in Q1 2014 and has held it in 29 quarters since. 331 funds tracked by Wall St. Rank hold IMO as of Q3 2025.

Laird Norton Wetherby Wealth Management held 16,834 shares of Imperial Oil worth $1.53M as of Q3 2025.
Laird Norton Wetherby Wealth Management sold 22 Imperial Oil shares in Q3 2025, an estimated $1.9K.
Imperial Oil made up 0.06% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #282 holding.
Laird Norton Wetherby Wealth Management first reported a position in Imperial Oil in Q1 2014 and has held it in 29 quarters since.
331 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.