Montag & Associates’s Imperial Oil IMO Stock Holding History

Montag & Associates’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	$9.35K	Buy	+83	New	+$10.4K	﹤0.01%	765

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

Montag & Associates's IMO Position: Q2 2026 in Review

Montag & Associates opened a new position in Imperial Oil (IMO) in Q2 2026: 83 shares worth $9.35K. The stake represents ﹤0.01% of the portfolio and ranks #765 among its holdings.

410 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Montag & Associates held 83 shares of Imperial Oil worth $9.35K as of Q2 2026.
Imperial Oil was a new Montag & Associates position in Q2 2026.
Imperial Oil made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #765 holding.
410 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.