Mackenzie Financial’s Imperial Oil IMO Stock Holding History

Mackenzie Financial’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	$107M	Sell	817,360 -301,012	-27%	-$33.8M	0.13%	148
2025 Q4	$97.1M	Sell	1,118,372 -76,090	-6%	-$6.93M	0.12%	160
2025 Q3	$108M	Buy	1,194,462 +428,844	+56%	+$37M	0.13%	150
2025 Q2	$60.9M	Buy	765,618 +75,594	+11%	+$5.4M	0.08%	205
2025 Q1	$49.8M	Buy	690,024 +243,894	+55%	+$16.8M	0.07%	210
2024 Q4	$27.5M	Sell	446,130 -12,826	-3%	-$930K	0.04%	297
2024 Q3	$32.3M	Buy	458,956 +13,459	+3%	+$953K	0.04%	277
2024 Q2	$30.4M	Buy	445,497 +39,488	+10%	+$2.72M	0.05%	277
2024 Q1	$28M	Buy	406,009 +4,936	+1%	+$301K	0.04%	287
2023 Q4	$22.9M	Sell	401,073 -26,390	-6%	-$1.52M	0.03%	317
2023 Q3	$25.5M	Buy	427,463 +155,111	+57%	+$8.5M	0.04%	282
2023 Q2	$13.9M	Sell	272,352 -882,640	-76%	-$43.9M	0.02%	401
2023 Q1	$58.7M	Buy	1,154,992 +144,815	+14%	+$7.23M	0.09%	196
2022 Q4	$49.1M	Buy	1,010,177 +130,093	+15%	+$6.7M	0.08%	205
2022 Q3	$38.1M	Buy	880,084 +59,742	+7%	+$2.73M	0.07%	234
2022 Q2	$38.7M	Sell	820,342 -16,803	-2%	-$859K	0.06%	242
2022 Q1	$40.6M	Buy	837,145 +698,818	+505%	+$30M	0.05%	253
2021 Q4	$4.99M	Buy	138,327 +13,399	+11%	+$461K	0.01%	579
2021 Q3	$3.94M	Buy	124,928 +57,053	+84%	+$1.58M	0.01%	624
2021 Q2	$2.07M	Buy	67,875 +33,130	+95%	+$999K	﹤0.01%	720
2021 Q1	$841K	Buy	+34,745	New	+$766K	﹤0.01%	840
2020 Q3	–	Sell	-385,900	Closed	-$6.19M	–	1016
2020 Q2	$6.19M	Sell	385,900 -52,746	-12%	-$792K	0.02%	364
2020 Q1	$4.92M	Buy	438,646 +155,929	+55%	+$3.25M	0.02%	350
2019 Q4	$7.48M	Sell	282,717 -1,331,462	-82%	-$33.7M	0.02%	371
2019 Q3	$42M	Sell	1,614,179 -332,944	-17%	-$8.77M	0.11%	179
2019 Q2	$53.9M	Buy	1,947,123 +397,681	+26%	+$11.2M	0.14%	168
2019 Q1	$42.4M	Buy	1,549,442 +1,199,216	+342%	+$32.6M	0.1%	192
2018 Q4	$8.87M	Buy	350,226 +2,892	+0.8%	+$87.9K	0.02%	391
2018 Q3	$11.2M	Buy	347,334 +71,861	+26%	+$2.3M	0.03%	311
2018 Q2	$9.16M	Buy	275,473 +1,425	+0.5%	+$44.6K	0.02%	346
2018 Q1	$7.26M	Buy	274,048 +91,540	+50%	+$2.64M	0.02%	380
2017 Q4	$5.69M	Buy	182,508 +139,939	+329%	+$4.35M	0.01%	416
2017 Q3	$1.36M	Buy	+42,569	New	+$1.26M	0.01%	423
2016 Q3	–	Sell	-257,383	Closed	-$8.12M	–	750
2016 Q2	$8.12M	Buy	+257,383	New	+$8.15M	0.05%	272
2016 Q1	–	Sell	-1,036,196	Closed	-$33.8M	–	840
2015 Q4	$33.8M	Buy	1,036,196 +69,703	+7%	+$2.26M	0.21%	111
2015 Q3	$30.7M	Sell	966,493 -485,983	-33%	-$16.9M	0.19%	125
2015 Q2	$56.4M	Buy	1,452,476 +116,879	+9%	+$4.81M	0.31%	75
2015 Q1	$53.3M	Sell	1,335,597 -509,765	-28%	-$19.9M	0.28%	87
2014 Q4	$79.4M	Sell	1,845,362 -1,721	-0.1%	-$78.3K	0.41%	60
2014 Q3	$87.1M	Buy	1,847,083 +7,518	+0.4%	+$386K	0.44%	56
2014 Q2	$97M	Buy	1,839,565 +37,564	+2%	+$1.85M	0.45%	55
2014 Q1	$83.9M	Sell	1,802,001 -52,184	-3%	-$2.27M	0.41%	56
2013 Q4	$82M	Sell	1,854,185 -509,492	-22%	-$22.2M	0.41%	57
2013 Q3	$104M	Buy	2,363,677 +2,091	+0.1%	+$87.7K	0.53%	50
2013 Q2	$90.2M	Buy	+2,361,586	New	+$92.3M	0.43%	65

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Mackenzie Financial's IMO Position: Q1 2026 in Review

Mackenzie Financial reduced its Imperial Oil (IMO) stake by 27% in Q1 2026, selling an estimated $33.8M and leaving 817,360 shares worth $107M. The position accounts for 0.13% of the portfolio, ranked #148.

Mackenzie Financial first reported a position in IMO in Q2 2013 and has held it in 45 quarters since. The position peaked at $108M in Q3 2025. 405 funds tracked by Wall St. Rank hold IMO as of Q1 2026.

Mackenzie Financial held 817,360 shares of Imperial Oil worth $107M as of Q1 2026.
Mackenzie Financial sold 301,012 Imperial Oil shares in Q1 2026, an estimated $33.8M.
Imperial Oil made up 0.13% of Mackenzie Financial's portfolio in Q1 2026, its #148 holding.
Mackenzie Financial first reported a position in Imperial Oil in Q2 2013 and has held it in 45 quarters since.
Mackenzie Financial's Imperial Oil position peaked at $108M in Q3 2025.
405 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.