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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
Q2 		$46.1K Buy
520
+5
+1% +$447 ﹤0.01% 1324
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 $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SR
Summer Road West Palm Beach, Florida $161M AUM 27.24% 1-Year Est. Return

Pinnacle Wealth Planning Services's IMKTA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Ingles Markets (IMKTA) stake by 0.97% in Q2 2026, buying an estimated $447 and bringing the position to 520 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Pinnacle Wealth Planning Services first reported a position in IMKTA in Q4 2020 and has held it in 4 quarters since. The position peaked at $46.3K in Q1 2026. 238 funds tracked by Wall St. Rank hold IMKTA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 520 shares of Ingles Markets worth $46.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 5 Ingles Markets shares in Q2 2026, an estimated $447.
  • Ingles Markets made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1324 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ingles Markets in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Ingles Markets position peaked at $46.3K in Q1 2026.
  • 238 funds tracked by Wall St. Rank held Ingles Markets as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.