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Avalon Trust’s Climb Global Solutions CLMB Stock Holding History

Avalon Trust’s Portfolio CLMB Stock Details CLMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,600
Closed -$41.1K – 462
2025
Q4 		$41.1K Sell
1,600
-1,600
-50% -$46.4K ﹤0.01% 297
2025
Q3 		$108K Hold
3,200
– – 0.01% 224
2025
Q2 		$85.5K Hold
3,200
– – 0.01% 209
2025
Q1 		$88.6K Hold
3,200
– – 0.01% 194
2024
Q4 		$101K Hold
3,200
– – 0.01% 167
2024
Q3 		$79.6K Hold
3,200
– – 0.01% 183
2024
Q2 		$50.2K Buy
+3,200
New +$48.5K ﹤0.01% 208

Other funds holding CLMB

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Avalon Trust's CLMB Position: Q1 2026 in Review

Avalon Trust sold out of Climb Global Solutions (CLMB) in Q1 2026, closing a stake of 1,600 shares — an estimated $41.1K sold.

Avalon Trust first reported a position in CLMB in Q2 2024 and held it in 7 quarters. The position peaked at $108K in Q3 2025. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

  • Avalon Trust reported no remaining Climb Global Solutions position as of Q1 2026 after selling out during the quarter.
  • Avalon Trust sold 1,600 Climb Global Solutions shares in Q1 2026, an estimated $41.1K.
  • Avalon Trust first reported a position in Climb Global Solutions in Q2 2024 and held it in 7 quarters.
  • Avalon Trust's Climb Global Solutions position peaked at $108K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.