Cambridge Investment Research Advisors
CLM icon

Cambridge Investment Research Advisors’s Cornerstone Strategic Value Fund CLM Stock Holding History

Cambridge Investment Research Advisors’s Portfolio CLM Stock Details CLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.57M Buy
1,039,930
+478,353
+85% +$3.76M 0.02% 743
2025
Q4 		$4.7M Buy
561,577
+36,309
+7% +$300K 0.01% 973
2025
Q3 		$4.35M Buy
525,268
+26,419
+5% +$215K 0.01% 995
2025
Q2 		$4.05M Sell
498,849
-31,457
-6% -$232K 0.01% 962
2025
Q1 		$3.88M Buy
530,306
+116,131
+28% +$955K 0.01% 933
2024
Q4 		$3.5M Buy
414,175
+118,471
+40% +$978K 0.01% 995
2024
Q3 		$2.23M Buy
295,704
+148,685
+101% +$1.11M 0.01% 1268
2024
Q2 		$1.11M Buy
147,019
+51,637
+54% +$382K ﹤0.01% 1688
2024
Q1 		$706K Sell
95,382
-437
-0.5% -$3.12K ﹤0.01% 1983
2023
Q4 		$678K Buy
95,819
+5,778
+6% +$41.2K ﹤0.01% 1939
2023
Q3 		$713K Sell
90,041
-815
-0.9% -$6.71K ﹤0.01% 1797
2023
Q2 		$749K Buy
90,856
+19,830
+28% +$155K ﹤0.01% 1823
2023
Q1 		$545K Sell
71,026
-3,217
-4% -$25K ﹤0.01% 2026
2022
Q4 		$539K Sell
74,243
-7,697
-9% -$62.1K ﹤0.01% 1952
2022
Q3 		$691K Buy
81,940
+12,774
+18% +$122K ﹤0.01% 1720
2022
Q2 		$584K Buy
69,166
+19,389
+39% +$208K ﹤0.01% 1845
2022
Q1 		$690K Buy
49,777
+934
+2% +$12.9K ﹤0.01% 1852
2021
Q4 		$687K Sell
48,843
-3,762
-7% -$51K ﹤0.01% 1852
2021
Q3 		$663K Buy
52,605
+2,591
+5% +$31.6K ﹤0.01% 1829
2021
Q2 		$572K Sell
50,014
-1,369
-3% -$16K ﹤0.01% 1942
2021
Q1 		$681K Sell
51,383
-1,531
-3% -$19.4K ﹤0.01% 1675
2020
Q4 		$611K Buy
52,914
+2,204
+4% +$24.4K ﹤0.01% 1636
2020
Q3 		$554K Sell
50,710
-3,164
-6% -$33.9K ﹤0.01% 1540
2020
Q2 		$542K Sell
53,874
-1,742
-3% -$16.5K ﹤0.01% 1504
2020
Q1 		$444K Sell
55,616
-35
-0.1% -$356 ﹤0.01% 1433
2019
Q4 		$614K Buy
55,651
+7,520
+16% +$82.9K ﹤0.01% 1451
2019
Q3 		$538K Buy
48,131
+3,861
+9% +$44.1K ﹤0.01% 1451
2019
Q2 		$507K Buy
44,270
+5,382
+14% +$63.3K ﹤0.01% 1410
2019
Q1 		$466K Sell
38,888
-2,124
-5% -$25.3K ﹤0.01% 1527
2018
Q4 		$451K Sell
41,012
-579
-1% -$7K 0.01% 1385
2018
Q3 		$573K Buy
41,591
+8,721
+27% +$121K 0.01% 1359
2018
Q2 		$455K Buy
+32,870
New +$490K ﹤0.01% 1451
2016
Q2 		– Sell
-12,553
Closed -$181K – 1614
2016
Q1 		$181K Buy
12,553
+1,280
+11% +$17.4K ﹤0.01% 1421
2015
Q4 		$174K Buy
+11,273
New +$182K ﹤0.01% 1408
2014
Q1 		– Sell
-3,124
Closed -$81K – 1305
2013
Q4 		$81K Buy
+3,124
New +$85.2K ﹤0.01% 1190

Other funds holding CLM

AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return

Cambridge Investment Research Advisors's CLM Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Cornerstone Strategic Value Fund (CLM) stake by 85% in Q1 2026, buying an estimated $3.76M and bringing the position to 1,039,930 shares worth $7.57M. The position accounts for 0.02% of the portfolio, ranked #743.

Cambridge Investment Research Advisors first reported a position in CLM in Q4 2013 and has held it in 35 quarters since. 138 funds tracked by Wall St. Rank hold CLM as of Q1 2026.

  • Cambridge Investment Research Advisors held 1,039,930 shares of Cornerstone Strategic Value Fund worth $7.57M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 478,353 Cornerstone Strategic Value Fund shares in Q1 2026, an estimated $3.76M.
  • Cornerstone Strategic Value Fund made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #743 holding.
  • Cambridge Investment Research Advisors first reported a position in Cornerstone Strategic Value Fund in Q4 2013 and has held it in 35 quarters since.
  • 138 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.