WIM
IMAX icon

WealthPlan Investment Management’s IMAX IMAX Stock Holding History

WealthPlan Investment Management’s Portfolio IMAX Stock Details IMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$202K Sell
5,059
-1,294
-20% -$49.6K 0.01% 466
2026
Q1 		$241K Buy
6,353
+44
+0.7% +$1.64K 0.01% 424
2025
Q4 		$233K Buy
+6,309
New +$220K 0.01% 344

Other funds holding IMAX

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAM
Hedges Asset Management Reno, Nevada $152M AUM
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

WealthPlan Investment Management's IMAX Position: Q2 2026 in Review

WealthPlan Investment Management reduced its IMAX (IMAX) stake by 20% in Q2 2026, selling an estimated $49.6K and leaving 5,059 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #466.

WealthPlan Investment Management first reported a position in IMAX in Q4 2025 and has held it in 3 quarters since. The position peaked at $241K in Q1 2026. 42 funds tracked by Wall St. Rank hold IMAX as of Q2 2026.

  • WealthPlan Investment Management held 5,059 shares of IMAX worth $202K as of Q2 2026.
  • WealthPlan Investment Management sold 1,294 IMAX shares in Q2 2026, an estimated $49.6K.
  • IMAX made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #466 holding.
  • WealthPlan Investment Management first reported a position in IMAX in Q4 2025 and has held it in 3 quarters since.
  • WealthPlan Investment Management's IMAX position peaked at $241K in Q1 2026.
  • 42 funds tracked by Wall St. Rank held IMAX as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.