True Wealth Design’s Ingram Micro Holding INGM Stock Holding History

True Wealth Design’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 Q3	$5.09K	Buy	190 +18	+10%	+$504	﹤0.01%	1331
2026 Q2	$4.72K	Buy	172 +166	+2,767%	+$4.66K	﹤0.01%	1354
2026 Q1	$140	Buy	6 +4	+200%	+$87	﹤0.01%	2403
2025 Q4	$43	Buy	2 +1	+100%	+$22	﹤0.01%	2425
2025 Q3	$22	Hold	1	–	–	﹤0.01%	2656
2025 Q2	$21	Buy	+1	New	+$19	﹤0.01%	2511

Other funds holding INGM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's INGM Position: Q3 2026 in Review

True Wealth Design increased its Ingram Micro Holding (INGM) stake by 10% in Q3 2026, buying an estimated $504 and bringing the position to 190 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

True Wealth Design first reported a position in INGM in Q2 2025 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold INGM as of Q3 2026.

True Wealth Design held 190 shares of Ingram Micro Holding worth $5.09K as of Q3 2026.
True Wealth Design bought 18 Ingram Micro Holding shares in Q3 2026, an estimated $504.
Ingram Micro Holding made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1331 holding.
True Wealth Design first reported a position in Ingram Micro Holding in Q2 2025 and has held it in 6 quarters since.
17 funds tracked by Wall St. Rank held Ingram Micro Holding as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.