Massachusetts Financial Services
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Massachusetts Financial Services’s Imperial Oil IMO Stock Holding History

Massachusetts Financial Services’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
-75,301
Closed -$6.5M – 969
2025
Q4 		$6.5M Buy
75,301
+173
+0.2% +$15.8K ﹤0.01% 731
2025
Q3 		$6.82M Sell
75,128
-23,348
-24% -$2.02M ﹤0.01% 701
2025
Q2 		$7.83M Hold
98,476
– – ﹤0.01% 690
2025
Q1 		$7.12M Sell
98,476
-14,856
-13% -$1.02M ﹤0.01% 676
2024
Q4 		$6.98M Sell
113,332
-990
-0.9% -$71.8K ﹤0.01% 673
2024
Q3 		$8.05M Hold
114,322
– – ﹤0.01% 652
2024
Q2 		$7.8M Hold
114,322
– – ﹤0.01% 657
2024
Q1 		$7.9M Buy
114,322
+1,304
+1% +$79.6K ﹤0.01% 642
2023
Q4 		$6.46M Buy
113,018
+4,610
+4% +$265K ﹤0.01% 651
2023
Q3 		$6.68M Buy
108,408
+68,315
+170% +$3.74M ﹤0.01% 643
2023
Q2 		$2.05M Buy
+40,093
New +$1.99M ﹤0.01% 705
2020
Q2 		– Sell
-153,050
Closed -$1.73M – 815
2020
Q1 		$1.73M Buy
153,050
+109
+0.1% +$2.27K ﹤0.01% 697
2019
Q4 		$4.05M Buy
152,941
+22,631
+17% +$573K ﹤0.01% 654
2019
Q3 		$3.39M Buy
130,310
+31,244
+32% +$823K ﹤0.01% 678
2019
Q2 		$2.74M Sell
99,066
-1,696
-2% -$47.6K ﹤0.01% 700
2019
Q1 		$2.76M Sell
100,762
-3,692
-4% -$101K ﹤0.01% 690
2018
Q4 		$2.65M Sell
104,454
-3,496
-3% -$106K ﹤0.01% 684
2018
Q3 		$3.49M Sell
107,950
-3,370
-3% -$108K ﹤0.01% 688
2018
Q2 		$3.7M Sell
111,320
-58,383
-34% -$1.83M ﹤0.01% 681
2018
Q1 		$4.5M Sell
169,703
-110,400
-39% -$3.18M ﹤0.01% 669
2017
Q4 		$8.74M Sell
280,103
-11,276
-4% -$351K ﹤0.01% 631
2017
Q3 		$9.31M Buy
+291,379
New +$8.66M ﹤0.01% 617

Other funds holding IMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services's IMO Position: Q1 2026 in Review

Massachusetts Financial Services sold out of Imperial Oil (IMO) in Q1 2026, closing a stake of 75,301 shares — an estimated $6.5M sold.

Massachusetts Financial Services first reported a position in IMO in Q3 2017 and held it in 22 quarters. The position peaked at $9.31M in Q3 2017. 405 funds tracked by Wall St. Rank hold IMO as of Q1 2026.

  • Massachusetts Financial Services reported no remaining Imperial Oil position as of Q1 2026 after selling out during the quarter.
  • Massachusetts Financial Services sold 75,301 Imperial Oil shares in Q1 2026, an estimated $6.5M.
  • Massachusetts Financial Services first reported a position in Imperial Oil in Q3 2017 and held it in 22 quarters.
  • Massachusetts Financial Services's Imperial Oil position peaked at $9.31M in Q3 2017.
  • 405 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.