VWM
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Valley Wealth Managers’s Ingram Micro Holding INGM Stock Holding History

Valley Wealth Managers’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 		$23.9M Buy
890,942
+10,738
+1% +$301K 1.36% 30
2026
Q2 		$24.1M Buy
+880,204
New +$24.7M 1.4% 27

Other funds holding INGM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Valley Wealth Managers's INGM Position: Q3 2026 in Review

Valley Wealth Managers increased its Ingram Micro Holding (INGM) stake by 1.2% in Q3 2026, buying an estimated $301K and bringing the position to 890,942 shares worth $23.9M. The position accounts for 1.36% of the portfolio, ranked #30.

Valley Wealth Managers first reported a position in INGM in Q2 2026 and has held it in 2 quarters since. The position peaked at $24.1M in Q2 2026. 8 funds tracked by Wall St. Rank hold INGM as of Q3 2026.

  • Valley Wealth Managers held 890,942 shares of Ingram Micro Holding worth $23.9M as of Q3 2026.
  • Valley Wealth Managers bought 10,738 Ingram Micro Holding shares in Q3 2026, an estimated $301K.
  • Ingram Micro Holding made up 1.36% of Valley Wealth Managers's portfolio in Q3 2026, its #30 holding.
  • Valley Wealth Managers first reported a position in Ingram Micro Holding in Q2 2026 and has held it in 2 quarters since.
  • Valley Wealth Managers's Ingram Micro Holding position peaked at $24.1M in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Ingram Micro Holding as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.