NewEdge Wealth’s Imperial Oil IMO Stock Holding History

NewEdge Wealth’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	$11.4M	Buy	87,203 +11,737	+16%	+$1.32M	0.14%	115
2025 Q4	$6.51M	Buy	75,466 +2,809	+4%	+$256K	0.07%	185
2025 Q3	$6.47M	Buy	72,657 +5,063	+7%	+$437K	0.09%	172
2025 Q2	$5.74M	Buy	67,594 +6,396	+10%	+$457K	0.09%	175
2025 Q1	$4.43M	Buy	61,198 +14,774	+32%	+$1.01M	0.08%	201
2024 Q4	$2.86M	Buy	46,424 +819	+2%	+$59.4K	0.05%	286
2024 Q3	$3.21M	Buy	45,605 +2,735	+6%	+$194K	0.06%	281
2024 Q2	$2.93M	Buy	42,870 +3,211	+8%	+$221K	0.06%	253
2024 Q1	$2.7M	Buy	39,659 +10,441	+36%	+$638K	0.06%	270
2023 Q4	$1.67M	Buy	29,218 +11,717	+67%	+$673K	0.04%	325
2023 Q3	$1.08M	Buy	17,501 +5,213	+42%	+$286K	0.03%	342
2023 Q2	$629K	Buy	12,288 +5,040	+70%	+$250K	0.02%	425
2023 Q1	$368K	Buy	+7,248	New	+$362K	0.01%	465

Other funds holding IMO

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return