MAI Capital Management’s Imperial Oil IMO Stock Holding History

MAI Capital 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
2026 Q2	$813K	Sell	7,260 -1,199	-14%	-$150K	﹤0.01%	1074
2026 Q1	$1.11M	Buy	8,459 +121	+1%	+$13.6K	0.01%	740
2025 Q4	$720K	Sell	8,338 -2,591	-24%	-$236K	﹤0.01%	849
2025 Q3	$992K	Buy	10,929 +10,549	+2,776%	+$911K	0.01%	714
2025 Q2	$30.2K	Buy	380 +364	+2,275%	+$26K	﹤0.01%	2144
2025 Q1	$1.16K	Sell	16 -53	-77%	-$3.64K	﹤0.01%	3094
2024 Q4	$4.24K	Buy	+69	New	+$5K	﹤0.01%	2822

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MAI Capital Management's IMO Position: Q2 2026 in Review

MAI Capital Management reduced its Imperial Oil (IMO) stake by 14% in Q2 2026, selling an estimated $150K and leaving 7,260 shares worth $813K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

MAI Capital Management first reported a position in IMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q1 2026. 410 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

MAI Capital Management held 7,260 shares of Imperial Oil worth $813K as of Q2 2026.
MAI Capital Management sold 1,199 Imperial Oil shares in Q2 2026, an estimated $150K.
Imperial Oil made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1074 holding.
MAI Capital Management first reported a position in Imperial Oil in Q4 2024 and has held it in 7 quarters since.
MAI Capital Management's Imperial Oil position peaked at $1.11M in Q1 2026.
410 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.