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Valued Wealth Advisors’s Ingles Markets IMKTA Stock Holding History

Valued Wealth Advisors’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 		$1.24K Sell
14
-43
-75% -$3.84K ﹤0.01% 747
2026
Q1 		$5.12K Buy
+57
New +$4.62K ﹤0.01% 397

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

Valued Wealth Advisors's IMKTA Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Ingles Markets (IMKTA) stake by 75% in Q2 2026, selling an estimated $3.84K and leaving 14 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Valued Wealth Advisors first reported a position in IMKTA in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.12K in Q1 2026. 237 funds tracked by Wall St. Rank hold IMKTA as of Q2 2026.

  • Valued Wealth Advisors held 14 shares of Ingles Markets worth $1.24K as of Q2 2026.
  • Valued Wealth Advisors sold 43 Ingles Markets shares in Q2 2026, an estimated $3.84K.
  • Ingles Markets made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #747 holding.
  • Valued Wealth Advisors first reported a position in Ingles Markets in Q1 2026 and has held it in 2 quarters since.
  • Valued Wealth Advisors's Ingles Markets position peaked at $5.12K in Q1 2026.
  • 237 funds tracked by Wall St. Rank held Ingles Markets as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.