CIM
XYZ

CIM Investment Management’s Block Inc XYZ Stock Holding History

CIM Investment Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$319K Buy
5,307
+6
+0.1% +$365 0.09% 186
2025
Q4 		$345K Hold
5,301
– – 0.09% 172
2025
Q3 		$383K Sell
5,301
-51
-1% -$3.82K 0.1% 156
2025
Q2 		$364K Sell
5,352
-22
-0.4% -$1.28K 0.07% 198
2025
Q1 		$292K Sell
5,374
-34
-0.6% -$2.54K 0.07% 183
2024
Q4 		$460K Sell
5,408
-21
-0.4% -$1.72K 0.13% 124
2024
Q3 		$364K Sell
5,429
-151
-3% -$9.75K 0.11% 158
2024
Q2 		$360K Sell
5,580
-50
-0.9% -$3.5K 0.11% 159
2024
Q1 		$476K Hold
5,630
– – 0.14% 146
2023
Q4 		$435K Hold
5,630
– – 0.14% 143
2023
Q3 		$249K Sell
5,630
-122
-2% -$7.55K 0.09% 213
2023
Q2 		$383K Buy
5,752
+13
+0.2% +$812 0.13% 148
2023
Q1 		$394K Buy
5,739
+255
+5% +$19.1K 0.15% 142
2022
Q4 		$345K Sell
5,484
-147
-3% -$9.07K 0.14% 154
2022
Q3 		$310K Hold
5,631
– – 0.14% 150
2022
Q2 		$346K Sell
5,631
-28
-0.5% -$2.56K 0.14% 146
2022
Q1 		$767K Sell
5,659
-6
-0.1% -$726 0.26% 87
2021
Q4 		$915K Buy
5,665
+18
+0.3% +$3.9K 0.27% 76
2021
Q3 		$1.35M Buy
5,647
+3,923
+228% +$1.01M 0.43% 30
2021
Q2 		$420K Buy
+1,724
New +$400K 0.13% 157

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIM Investment Management's XYZ Position: Q1 2026 in Review

CIM Investment Management increased its Block Inc (XYZ) stake by 0.11% in Q1 2026, buying an estimated $365 and bringing the position to 5,307 shares worth $319K. The position accounts for 0.09% of the portfolio, ranked #186.

CIM Investment Management first reported a position in XYZ in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.35M in Q3 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • CIM Investment Management held 5,307 shares of Block Inc worth $319K as of Q1 2026.
  • CIM Investment Management bought 6 Block Inc shares in Q1 2026, an estimated $365.
  • Block Inc made up 0.09% of CIM Investment Management's portfolio in Q1 2026, its #186 holding.
  • CIM Investment Management first reported a position in Block Inc in Q2 2021 and has held it in 20 quarters since.
  • CIM Investment Management's Block Inc position peaked at $1.35M in Q3 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on CIM Investment Management's 13F filing for Q1 2026, filed 19 May 2026.