MWM
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Mission Wealth Management’s IMAX IMAX Stock Holding History

Mission Wealth Management’s Portfolio IMAX Stock Details IMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$330K Hold
8,278
– – ﹤0.01% 844
2026
Q1 		$315K Sell
8,278
-1,125
-12% -$41.8K 0.01% 597
2025
Q4 		$348K Sell
9,403
-1,064
-10% -$37.1K 0.01% 579
2025
Q3 		$343K Sell
10,467
-17,746
-63% -$503K 0.01% 572
2025
Q2 		$789K Sell
28,213
-2,195
-7% -$57K 0.02% 368
2025
Q1 		$801K Buy
30,408
+845
+3% +$21.1K 0.02% 352
2024
Q4 		$757K Sell
29,563
-14,965
-34% -$352K 0.02% 340
2024
Q3 		$913K Sell
44,528
-4,876
-10% -$95.9K 0.02% 313
2024
Q2 		$829K Buy
49,404
+3
+0% +$50 0.02% 315
2024
Q1 		$799K Sell
49,401
-1,186
-2% -$18K 0.02% 338
2023
Q4 		$760K Buy
50,587
+1,737
+4% +$29.7K 0.02% 289
2023
Q3 		$944K Buy
48,850
+524
+1% +$9.66K 0.04% 228
2023
Q2 		$821K Sell
48,326
-1,846
-4% -$35K 0.03% 258
2023
Q1 		$962K Buy
50,172
+122
+0.2% +$2.1K 0.04% 218
2022
Q4 		$734K Buy
50,050
+900
+2% +$13.1K 0.04% 257
2022
Q3 		$694K Buy
49,150
+1,661
+3% +$26.6K 0.04% 245
2022
Q2 		$802K Buy
47,489
+7,282
+18% +$118K 0.04% 226
2022
Q1 		$761K Buy
40,207
+5,481
+16% +$103K 0.04% 243
2021
Q4 		$620K Sell
34,726
-350
-1% -$6.71K 0.03% 268
2021
Q3 		$666K Buy
35,076
+1,296
+4% +$21.5K 0.03% 241
2021
Q2 		$726K Buy
33,780
+24
+0.1% +$517 0.04% 217
2021
Q1 		$678K Buy
33,756
+943
+3% +$18.8K 0.04% 206
2020
Q4 		$591K Buy
32,813
+15,923
+94% +$219K 0.04% 201
2020
Q3 		$202K Buy
16,890
+2,408
+17% +$31.1K 0.02% 342
2020
Q2 		$162K Buy
14,482
+3,072
+27% +$35.9K 0.01% 326
2020
Q1 		$103K Buy
11,410
+154
+1% +$2.44K 0.01% 288
2019
Q4 		$230K Buy
11,256
+538
+5% +$11.5K 0.02% 300
2019
Q3 		$235K Sell
10,718
-40
-0.4% -$849 0.03% 279
2019
Q2 		$217K Buy
10,758
+325
+3% +$7.33K 0.02% 292
2019
Q1 		$237K Buy
+10,433
New +$223K 0.03% 276

Other funds holding IMAX

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mission Wealth Management's IMAX Position: Q2 2026 in Review

Mission Wealth Management held its IMAX (IMAX) position steady in Q2 2026 at 8,278 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Mission Wealth Management first reported a position in IMAX in Q1 2019 and has held it in 30 quarters since. The position peaked at $962K in Q1 2023. 256 funds tracked by Wall St. Rank hold IMAX as of Q2 2026.

  • Mission Wealth Management held 8,278 shares of IMAX worth $330K as of Q2 2026.
  • Mission Wealth Management left its IMAX share count unchanged in Q2 2026.
  • IMAX made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #844 holding.
  • Mission Wealth Management first reported a position in IMAX in Q1 2019 and has held it in 30 quarters since.
  • Mission Wealth Management's IMAX position peaked at $962K in Q1 2023.
  • 256 funds tracked by Wall St. Rank held IMAX as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.