CIM
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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
Q2 		$368K Sell
4,846
-461
-9% -$32.4K 0.09% 181
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

CIM Investment Management's XYZ Position: Q2 2026 in Review

CIM Investment Management reduced its Block Inc (XYZ) stake by 8.7% in Q2 2026, selling an estimated $32.4K and leaving 4,846 shares worth $368K. The position accounts for 0.09% of the portfolio, ranked #181.

CIM Investment Management first reported a position in XYZ in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.35M in Q3 2021. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • CIM Investment Management held 4,846 shares of Block Inc worth $368K as of Q2 2026.
  • CIM Investment Management sold 461 Block Inc shares in Q2 2026, an estimated $32.4K.
  • Block Inc made up 0.09% of CIM Investment Management's portfolio in Q2 2026, its #181 holding.
  • CIM Investment Management first reported a position in Block Inc in Q2 2021 and has held it in 21 quarters since.
  • CIM Investment Management's Block Inc position peaked at $1.35M in Q3 2021.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on CIM Investment Management's 13F filing for Q2 2026, filed 29 Sep 2026.