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Bogart Wealth LLC’s Columbia Sportswear COLM Stock Holding History

Bogart Wealth LLC’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
Q2 		$865 Hold
14
– – ﹤0.01% 1648
2026
Q1 		$767 Buy
14
+4
+40% +$230 ﹤0.01% 1503
2025
Q4 		$551 Buy
+10
New +$534 ﹤0.01% 1438

Other funds holding COLM

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bogart Wealth LLC's COLM Position: Q2 2026 in Review

Bogart Wealth LLC held its Columbia Sportswear (COLM) position steady in Q2 2026 at 14 shares worth $865. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

Bogart Wealth LLC first reported a position in COLM in Q4 2025 and has held it in 3 quarters since. 325 funds tracked by Wall St. Rank hold COLM as of Q2 2026.

  • Bogart Wealth LLC held 14 shares of Columbia Sportswear worth $865 as of Q2 2026.
  • Bogart Wealth LLC left its Columbia Sportswear share count unchanged in Q2 2026.
  • Columbia Sportswear made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1648 holding.
  • Bogart Wealth LLC first reported a position in Columbia Sportswear in Q4 2025 and has held it in 3 quarters since.
  • 325 funds tracked by Wall St. Rank held Columbia Sportswear as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.