VC
INGM

VarCov Co’s Ingram Micro Holding INGM Stock Holding History

VarCov Co’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
Q2 		$1.89M Sell
69,044
-33,012
-32% -$927K 0.72% 21
2026
Q1 		$2.38M Buy
102,056
+71,272
+232% +$1.55M 0.89% 9
2025
Q4 		$657K Buy
+30,784
New +$668K 0.26% 125

Other funds holding INGM

PEA
Platinum Equity Advisors Beverly Hills, California $8.96B AUM 31.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

VarCov Co's INGM Position: Q2 2026 in Review

VarCov Co reduced its Ingram Micro Holding (INGM) stake by 32% in Q2 2026, selling an estimated $927K and leaving 69,044 shares worth $1.89M. The position accounts for 0.72% of the portfolio, ranked #21.

VarCov Co first reported a position in INGM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.38M in Q1 2026. 227 funds tracked by Wall St. Rank hold INGM as of Q2 2026.

  • VarCov Co held 69,044 shares of Ingram Micro Holding worth $1.89M as of Q2 2026.
  • VarCov Co sold 33,012 Ingram Micro Holding shares in Q2 2026, an estimated $927K.
  • Ingram Micro Holding made up 0.72% of VarCov Co's portfolio in Q2 2026, its #21 holding.
  • VarCov Co first reported a position in Ingram Micro Holding in Q4 2025 and has held it in 3 quarters since.
  • VarCov Co's Ingram Micro Holding position peaked at $2.38M in Q1 2026.
  • 227 funds tracked by Wall St. Rank held Ingram Micro Holding as of Q2 2026.

Based on VarCov Co's 13F filing for Q2 2026, filed 14 Aug 2026.