Merited Wealth’s Ingles Markets IMKTA Stock Holding History

Merited Wealth’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 Q1	–	Sell	-2,000	Closed	-$137K	–	181
2025 Q4	$137K	Buy	+2,000	New	+$145K	0.13%	87

Other funds holding IMKTA

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

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

RRAM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Summer Road West Palm Beach, Florida $161M AUM 27.24% 1-Year Est. Return

Merited Wealth's IMKTA Position: Q1 2026 in Review

Merited Wealth sold out of Ingles Markets (IMKTA) in Q1 2026, closing a stake of 2,000 shares — an estimated $137K sold.

Merited Wealth first reported a position in IMKTA in Q4 2025 and held it in 1 quarter. The position peaked at $137K in Q4 2025. 232 funds tracked by Wall St. Rank hold IMKTA as of Q1 2026.

Merited Wealth reported no remaining Ingles Markets position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 2,000 Ingles Markets shares in Q1 2026, an estimated $137K.
Merited Wealth first reported a position in Ingles Markets in Q4 2025 and held it in 1 quarter.
Merited Wealth's Ingles Markets position peaked at $137K in Q4 2025.
232 funds tracked by Wall St. Rank held Ingles Markets as of Q1 2026.

Based on Merited Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.