Wealth Architects’s Imperial Oil IMO Stock Holding History

Wealth Architects’s Portfolio IMO Stock Details IMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$445K	Sell	3,971 -177	-4%	-$22.2K	0.04%	159
2026 Q1	$543K	Sell	4,148 -58	-1%	-$6.51K	0.05%	135
2025 Q4	$363K	Sell	4,206 -579	-12%	-$52.7K	0.03%	163
2025 Q3	$434K	Sell	4,785 -144	-3%	-$12.4K	0.04%	145
2025 Q2	$392K	Sell	4,929 -70	-1%	-$5K	0.04%	153
2025 Q1	$362K	Hold	4,999	–	–	0.04%	160
2024 Q4	$308K	Sell	4,999 -241	-5%	-$17.5K	0.03%	164
2024 Q3	$369K	Hold	5,240	–	–	0.04%	146
2024 Q2	$358K	Hold	5,240	–	–	0.04%	148
2024 Q1	$362K	Sell	5,240 -503	-9%	-$30.7K	0.05%	147
2023 Q4	$328K	Buy	5,743 +3	+0.1%	+$172	0.05%	146
2023 Q3	$354K	Sell	5,740 -44	-0.8%	-$2.41K	0.06%	134
2023 Q2	$296K	Sell	5,784 -129	-2%	-$6.41K	0.05%	146
2023 Q1	$300K	Hold	5,913	–	–	0.05%	140
2022 Q4	$288K	Hold	5,913	–	–	0.05%	138
2022 Q3	$256K	Hold	5,913	–	–	0.05%	141
2022 Q2	$279K	Sell	5,913 -79	-1%	-$4.04K	0.05%	145
2022 Q1	$290K	Sell	5,992 -264	-4%	-$11.3K	0.05%	155
2021 Q4	$226K	Buy	+6,256	New	+$215K	0.04%	174

Other funds holding IMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Architects's IMO Position: Q2 2026 in Review

Wealth Architects reduced its Imperial Oil (IMO) stake by 4.3% in Q2 2026, selling an estimated $22.2K and leaving 3,971 shares worth $445K. The position accounts for 0.04% of the portfolio, ranked #159.

Wealth Architects first reported a position in IMO in Q4 2021 and has held it in 19 quarters since. The position peaked at $543K in Q1 2026. 412 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Wealth Architects held 3,971 shares of Imperial Oil worth $445K as of Q2 2026.
Wealth Architects sold 177 Imperial Oil shares in Q2 2026, an estimated $22.2K.
Imperial Oil made up 0.04% of Wealth Architects's portfolio in Q2 2026, its #159 holding.
Wealth Architects first reported a position in Imperial Oil in Q4 2021 and has held it in 19 quarters since.
Wealth Architects's Imperial Oil position peaked at $543K in Q1 2026.
412 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.