LPL Financial’s Ingles Markets IMKTA Stock Holding History

LPL Financial’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	$1.83M	Buy	20,647 +2,930	+17%	+$262K	﹤0.01%	3849
2026 Q1	$1.59M	Buy	17,717 +4,154	+31%	+$337K	﹤0.01%	3715
2025 Q4	$930K	Buy	13,563 +1,206	+10%	+$87.7K	﹤0.01%	4143
2025 Q3	$860K	Buy	12,357 +258	+2%	+$17.2K	﹤0.01%	4141
2025 Q2	$767K	Buy	12,099 +214	+2%	+$13.3K	﹤0.01%	3996
2025 Q1	$774K	Buy	11,885 +2,383	+25%	+$152K	﹤0.01%	3770
2024 Q4	$612K	Buy	9,502 +3,108	+49%	+$209K	﹤0.01%	3916
2024 Q3	$477K	Buy	6,394 +1,173	+22%	+$86.3K	﹤0.01%	4030
2024 Q2	$358K	Buy	5,221 +2,245	+75%	+$163K	﹤0.01%	4126
2024 Q1	$228K	Buy	+2,976	New	+$238K	﹤0.01%	4409
2023 Q3	–	Sell	-3,799	Closed	-$314K	–	4747
2023 Q2	$314K	Buy	3,799 +627	+20%	+$54K	﹤0.01%	3807
2023 Q1	$281K	Buy	+3,172	New	+$294K	﹤0.01%	3791

Other funds holding IMKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

LPL Financial's IMKTA Position: Q2 2026 in Review

LPL Financial increased its Ingles Markets (IMKTA) stake by 17% in Q2 2026, buying an estimated $262K and bringing the position to 20,647 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #3849.

LPL Financial first reported a position in IMKTA in Q1 2023 and has held it in 12 quarters since. 87 funds tracked by Wall St. Rank hold IMKTA as of Q2 2026.

LPL Financial held 20,647 shares of Ingles Markets worth $1.83M as of Q2 2026.
LPL Financial bought 2,930 Ingles Markets shares in Q2 2026, an estimated $262K.
Ingles Markets made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3849 holding.
LPL Financial first reported a position in Ingles Markets in Q1 2023 and has held it in 12 quarters since.
87 funds tracked by Wall St. Rank held Ingles Markets as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.