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Private Wealth Management Group’s Ingles Markets IMKTA Stock Holding History

Private Wealth Management Group’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 		$709 Hold
8
– – ﹤0.01% 1359
2026
Q1 		$720 Hold
8
– – ﹤0.01% 1307
2025
Q4 		$549 Hold
8
– – ﹤0.01% 1391
2025
Q3 		$557 Hold
8
– – ﹤0.01% 1412
2025
Q2 		$508 Hold
8
– – ﹤0.01% 1423
2025
Q1 		$522 Hold
8
– – ﹤0.01% 1400
2024
Q4 		$516 Sell
8
-96
-92% -$6.46K ﹤0.01% 1445
2024
Q3 		$7.76K Hold
104
– – ﹤0.01% 544
2024
Q2 		$7.14K Buy
104
+74
+247% +$5.36K ﹤0.01% 560
2024
Q1 		$2.3K Buy
30
+23
+329% +$1.84K ﹤0.01% 905
2023
Q4 		$605 Buy
+7
New +$570 ﹤0.01% 1424

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

Private Wealth Management Group's IMKTA Position: Q2 2026 in Review

Private Wealth Management Group held its Ingles Markets (IMKTA) position steady in Q2 2026 at 8 shares worth $709. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Private Wealth Management Group first reported a position in IMKTA in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.76K in Q3 2024. 237 funds tracked by Wall St. Rank hold IMKTA as of Q2 2026.

  • Private Wealth Management Group held 8 shares of Ingles Markets worth $709 as of Q2 2026.
  • Private Wealth Management Group left its Ingles Markets share count unchanged in Q2 2026.
  • Ingles Markets made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1359 holding.
  • Private Wealth Management Group first reported a position in Ingles Markets in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Ingles Markets position peaked at $7.76K in Q3 2024.
  • 237 funds tracked by Wall St. Rank held Ingles Markets as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.