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Pinnacle Wealth Planning Services’s Ingles Markets IMKTA Stock Holding History

Pinnacle Wealth Planning Services’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 		$46.3K Hold
515
– – ﹤0.01% 1247
2025
Q4 		$35.3K Buy
+515
New +$37.4K ﹤0.01% 1421
2021
Q1 		– Sell
-14
Closed -$1K – 1112
2020
Q4 		$1K Buy
+14
New +$541 ﹤0.01% 2125

Other funds holding IMKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SR
Summer Road West Palm Beach, Florida $142M AUM 43.61% 1-Year Est. Return

Pinnacle Wealth Planning Services's IMKTA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Ingles Markets (IMKTA) position steady in Q1 2026 at 515 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

Pinnacle Wealth Planning Services first reported a position in IMKTA in Q4 2020 and has held it in 3 quarters since. 232 funds tracked by Wall St. Rank hold IMKTA as of Q1 2026.

  • Pinnacle Wealth Planning Services held 515 shares of Ingles Markets worth $46.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Ingles Markets share count unchanged in Q1 2026.
  • Ingles Markets made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1247 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ingles Markets in Q4 2020 and has held it in 3 quarters since.
  • 232 funds tracked by Wall St. Rank held Ingles Markets as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.