Blue Trust Inc’s Columbia Sportswear COLM Stock Holding History

Blue Trust Inc’s Portfolio COLM Stock Details COLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.4K	Sell	208 -133	-39%	-$7.65K	﹤0.01%	1804
2025 Q4	$18.8K	Sell	341 -81	-19%	-$4.33K	﹤0.01%	1707
2025 Q3	$22.1K	Buy	422 +125	+42%	+$7.03K	﹤0.01%	1634
2025 Q2	$18.1K	Sell	297 -106	-26%	-$6.82K	﹤0.01%	1713
2025 Q1	$30.5K	Buy	403 +156	+63%	+$13K	﹤0.01%	1548
2024 Q4	$20.7K	Sell	247 -458	-65%	-$38.4K	﹤0.01%	1591
2024 Q3	$55.8K	Buy	705 +287	+69%	+$23K	﹤0.01%	1517
2024 Q2	$33.9K	Buy	418 +225	+117%	+$18.2K	﹤0.01%	1432
2024 Q1	$15.7K	Sell	193 -18	-9%	-$1.43K	﹤0.01%	1319
2023 Q4	$16K	Buy	211 +71	+51%	+$5.41K	﹤0.01%	1383
2023 Q3	$11K	Buy	+140	New	+$10.4K	﹤0.01%	1370
2023 Q2	–	Sell	-700	Closed	-$61K	–	2094
2023 Q1	$61K	Buy	700 +86	+14%	+$7.71K	﹤0.01%	950
2022 Q4	$41K	Buy	614 +223	+57%	+$17.9K	﹤0.01%	1000
2022 Q3	$28K	Buy	391 +262	+203%	+$19.2K	﹤0.01%	947
2022 Q2	$11K	Buy	+129	New	+$10.3K	﹤0.01%	1161

Other funds holding COLM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return