Physician Wealth Advisors’s Ingles Markets IMKTA Stock Holding History

Physician Wealth Advisors’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 Q2	$532	Sell	6 -6	-50%	-$536	﹤0.01%	2094
2026 Q1	$1.08K	Hold	12	–	–	﹤0.01%	1639
2025 Q4	$823	Hold	12	–	–	﹤0.01%	1694
2025 Q3	$835	Buy	+12	New	+$800	﹤0.01%	1674

Other funds holding IMKTA

RRAM

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

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Physician Wealth Advisors's IMKTA Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Ingles Markets (IMKTA) stake by 50% in Q2 2026, selling an estimated $536 and leaving 6 shares worth $532. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

Physician Wealth Advisors first reported a position in IMKTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.08K in Q1 2026. 57 funds tracked by Wall St. Rank hold IMKTA as of Q2 2026.

Physician Wealth Advisors held 6 shares of Ingles Markets worth $532 as of Q2 2026.
Physician Wealth Advisors sold 6 Ingles Markets shares in Q2 2026, an estimated $536.
Ingles Markets made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2094 holding.
Physician Wealth Advisors first reported a position in Ingles Markets in Q3 2025 and has held it in 4 quarters since.
Physician Wealth Advisors's Ingles Markets position peaked at $1.08K in Q1 2026.
57 funds tracked by Wall St. Rank held Ingles Markets as of Q2 2026.

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