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Summit Global Investments’s Ingles Markets IMKTA Stock Holding History

Summit Global Investments’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
2025
Q3 		– Sell
-5,836
Closed -$370K – 509
2025
Q2 		$370K Sell
5,836
-21
-0.4% -$1.3K 0.02% 356
2025
Q1 		$381K Sell
5,857
-113
-2% -$7.21K 0.03% 332
2024
Q4 		$385K Buy
+5,970
New +$402K 0.02% 408
2024
Q3 		– Sell
-12,177
Closed -$835K – 539
2024
Q2 		$835K Buy
12,177
+495
+4% +$35.8K 0.06% 269
2024
Q1 		$896K Sell
11,682
-2,868
-20% -$229K 0.07% 234
2023
Q4 		$1.26M Sell
14,550
-7,885
-35% -$642K 0.08% 202
2023
Q3 		$1.69M Buy
22,435
+6,735
+43% +$542K 0.11% 141
2023
Q2 		$1.3M Sell
15,700
-5,623
-26% -$484K 0.09% 177
2023
Q1 		$1.89M Buy
21,323
+15,123
+244% +$1.4M 0.15% 138
2022
Q4 		$598K Buy
6,200
+1,400
+29% +$131K 0.05% 287
2022
Q3 		$380K Hold
4,800
– – 0.04% 367
2022
Q2 		$416K Buy
4,800
+1,100
+30% +$100K 0.04% 351
2022
Q1 		$329K Hold
3,700
– – 0.02% 396
2021
Q4 		$319K Sell
3,700
-1,400
-27% -$107K 0.02% 440
2021
Q3 		$337K Buy
+5,100
New +$323K 0.03% 376
2020
Q4 		– Sell
-9,892
Closed -$376K – 265
2020
Q3 		$376K Sell
9,892
-25,535
-72% -$1.03M 0.04% 205
2020
Q2 		$1.53M Buy
35,427
+11,200
+46% +$454K 0.18% 80
2020
Q1 		$876K Buy
24,227
+1,000
+4% +$39.6K 0.13% 98
2019
Q4 		$1.1M Buy
23,227
+985
+4% +$42K 0.12% 108
2019
Q3 		$864K Sell
22,242
-1,650
-7% -$58.5K 0.1% 155
2019
Q2 		$744K Hold
23,892
– – 0.09% 167
2019
Q1 		$660K Buy
+23,892
New +$702K 0.08% 215

Other funds holding IMKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Summit Global Investments's IMKTA Position: Q3 2025 in Review

Summit Global Investments sold out of Ingles Markets (IMKTA) in Q3 2025, closing a stake of 5,836 shares — an estimated $370K sold.

Summit Global Investments first reported a position in IMKTA in Q1 2019 and held it in 22 quarters. The position peaked at $1.89M in Q1 2023. 198 funds tracked by Wall St. Rank hold IMKTA as of Q3 2025.

  • Summit Global Investments reported no remaining Ingles Markets position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 5,836 Ingles Markets shares in Q3 2025, an estimated $370K.
  • Summit Global Investments first reported a position in Ingles Markets in Q1 2019 and held it in 22 quarters.
  • Summit Global Investments's Ingles Markets position peaked at $1.89M in Q1 2023.
  • 198 funds tracked by Wall St. Rank held Ingles Markets as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.