SAM
INGM

Synergy Asset Management’s Ingram Micro Holding INGM Stock Holding History

Synergy Asset Management’s Portfolio INGM Stock Details INGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-119,994
Closed -$2.56M – 310
2025
Q4 		$2.56M Buy
119,994
+14,751
+14% +$320K 0.27% 64
2025
Q3 		$2.26M Buy
+105,243
New +$2.14M 0.08% 130

Other funds holding INGM

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Synergy Asset Management's INGM Position: Q1 2026 in Review

Synergy Asset Management sold out of Ingram Micro Holding (INGM) in Q1 2026, closing a stake of 119,994 shares — an estimated $2.56M sold.

Synergy Asset Management first reported a position in INGM in Q3 2025 and held it in 2 quarters. The position peaked at $2.56M in Q4 2025. 172 funds tracked by Wall St. Rank hold INGM as of Q1 2026.

  • Synergy Asset Management reported no remaining Ingram Micro Holding position as of Q1 2026 after selling out during the quarter.
  • Synergy Asset Management sold 119,994 Ingram Micro Holding shares in Q1 2026, an estimated $2.56M.
  • Synergy Asset Management first reported a position in Ingram Micro Holding in Q3 2025 and held it in 2 quarters.
  • Synergy Asset Management's Ingram Micro Holding position peaked at $2.56M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Ingram Micro Holding as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.