SWP
IMKTA icon

Significant Wealth Partners’s Ingles Markets IMKTA Stock Holding History

Significant Wealth Partners’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 		$352K Buy
3,978
+60
+2% +$5.36K 0.38% 70
2026
Q1 		$352K Buy
3,918
+63
+2% +$5.11K 0.43% 68
2025
Q4 		$264K Sell
3,855
-4,464
-54% -$324K 0.29% 44
2025
Q3 		$579K Buy
8,319
+929
+13% +$61.9K 0.28% 34
2025
Q2 		$468K Buy
7,390
+204
+3% +$12.7K 0.23% 34
2025
Q1 		$468K Buy
7,186
+1,165
+19% +$74.4K 0.24% 36
2024
Q4 		$388K Buy
+6,021
New +$405K 0.2% 36

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

Significant Wealth Partners's IMKTA Position: Q2 2026 in Review

Significant Wealth Partners increased its Ingles Markets (IMKTA) stake by 1.5% in Q2 2026, buying an estimated $5.36K and bringing the position to 3,978 shares worth $352K. The position accounts for 0.38% of the portfolio, ranked #70.

Significant Wealth Partners first reported a position in IMKTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $579K in Q3 2025. 237 funds tracked by Wall St. Rank hold IMKTA as of Q2 2026.

  • Significant Wealth Partners held 3,978 shares of Ingles Markets worth $352K as of Q2 2026.
  • Significant Wealth Partners bought 60 Ingles Markets shares in Q2 2026, an estimated $5.36K.
  • Ingles Markets made up 0.38% of Significant Wealth Partners's portfolio in Q2 2026, its #70 holding.
  • Significant Wealth Partners first reported a position in Ingles Markets in Q4 2024 and has held it in 7 quarters since.
  • Significant Wealth Partners's Ingles Markets position peaked at $579K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Ingles Markets as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.