Fidelity Investments
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Fidelity Investments’s Climb Global Solutions CLMB Stock Holding History

Fidelity Investments’s Portfolio CLMB Stock Details CLMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$75.5K Sell
3,810
-1,054
-22% -$27.3K ﹤0.01% 3925
2025
Q4 		$125K Buy
4,864
+2,928
+151% +$85K ﹤0.01% 3640
2025
Q3 		$65.2K Sell
1,936
-76
-4% -$2.25K ﹤0.01% 3847
2025
Q2 		$53.7K Buy
2,012
+1,240
+161% +$32.7K ﹤0.01% 3867
2025
Q1 		$21.4K Buy
772
+36
+5% +$1.11K ﹤0.01% 4203
2024
Q4 		$23.3K Buy
736
+56
+8% +$1.66K ﹤0.01% 4153
2024
Q3 		$16.9K Buy
680
+132
+24% +$2.64K ﹤0.01% 4248
2024
Q2 		$8.6K Buy
548
+344
+169% +$5.21K ﹤0.01% 4388
2024
Q1 		$3.59K Buy
204
+120
+143% +$1.81K ﹤0.01% 4595
2023
Q4 		$1.15K Buy
84
+64
+320% +$766 ﹤0.01% 4734
2023
Q3 		$215 Sell
20
-12
-38% -$132 ﹤0.01% 4784
2023
Q2 		$383 Sell
32
-1,386,928
-100% -$16.9M ﹤0.01% 4846
2023
Q1 		$18.5M Sell
1,386,960
-160
-0% -$1.66K ﹤0.01% 1638
2022
Q4 		$10.9M Buy
1,387,120
+7,836
+0.6% +$61.5K ﹤0.01% 1851
2022
Q3 		$9.27M Buy
1,379,284
+4,000
+0.3% +$30K ﹤0.01% 1923
2022
Q2 		$11.4M Sell
1,375,284
-112
-0% -$972 ﹤0.01% 1911
2022
Q1 		$11.8M Buy
1,375,396
+108
+0% +$856 ﹤0.01% 2047
2021
Q4 		$12.1M Sell
1,375,288
-27,596
-2% -$209K ﹤0.01% 2040
2021
Q3 		$9.46M Sell
1,402,884
-548,000
-28% -$3.72M ﹤0.01% 2150
2021
Q2 		$12.2M Buy
1,950,884
+50,800
+3% +$328K ﹤0.01% 2032
2021
Q1 		$11.9M Sell
1,900,084
-215,872
-10% -$1.15M ﹤0.01% 1972
2020
Q4 		$10.1M Buy
2,115,956
+104,340
+5% +$556K ﹤0.01% 1966
2020
Q3 		$11.6M Sell
2,011,616
-12,312
-0.6% -$73.2K ﹤0.01% 1778
2020
Q2 		$13M Sell
2,023,928
-622,800
-24% -$2.96M ﹤0.01% 1716
2020
Q1 		$8.46M Buy
2,646,728
+33,624
+1% +$128K ﹤0.01% 1741
2019
Q4 		$10.6M Buy
2,613,104
+2,404
+0.1% +$8.79K ﹤0.01% 1826
2019
Q3 		$9.81M Buy
2,610,700
+73,476
+3% +$239K ﹤0.01% 1835
2019
Q2 		$7.16M Hold
2,537,224
– – ﹤0.01% 1989
2019
Q1 		$7.07M Buy
2,537,224
+12,832
+0.5% +$35.2K ﹤0.01% 1979
2018
Q4 		$6.31M Buy
2,524,392
+93,508
+4% +$277K ﹤0.01% 1956
2018
Q3 		$7.84M Buy
2,430,884
+459,424
+23% +$1.47M ﹤0.01% 2004
2018
Q2 		$6.92M Buy
1,971,460
+214,440
+12% +$740K ﹤0.01% 2053
2018
Q1 		$5.71M Buy
1,757,020
+680,104
+63% +$2.42M ﹤0.01% 2123
2017
Q4 		$4.5M Buy
1,076,916
+181,004
+20% +$675K ﹤0.01% 2189
2017
Q3 		$3.04M Buy
895,912
+75,364
+9% +$301K ﹤0.01% 2255
2017
Q2 		$3.97M Buy
820,548
+250,412
+44% +$1.24M ﹤0.01% 2216
2017
Q1 		$2.65M Buy
570,136
+70,760
+14% +$320K ﹤0.01% 2316
2016
Q4 		$2.33M Buy
499,376
+48,304
+11% +$213K ﹤0.01% 2352
2016
Q3 		$2M Hold
451,072
– – ﹤0.01% 2367
2016
Q2 		$2.04M Buy
451,072
+25,508
+6% +$111K ﹤0.01% 2380
2016
Q1 		$1.82M Buy
425,564
+24,684
+6% +$108K ﹤0.01% 2408
2015
Q4 		$1.84M Buy
400,880
+26,480
+7% +$121K ﹤0.01% 2437
2015
Q3 		$1.63M Buy
374,400
+105,744
+39% +$482K ﹤0.01% 2459
2015
Q2 		$1.33M Buy
268,656
+68,656
+34% +$315K ﹤0.01% 2509
2015
Q1 		$881K Hold
200,000
– – ﹤0.01% 2534
2014
Q4 		$861K Buy
+200,000
New +$849K ﹤0.01% 2564

Other funds holding CLMB

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments's CLMB Position: Q1 2026 in Review

Fidelity Investments reduced its Climb Global Solutions (CLMB) stake by 22% in Q1 2026, selling an estimated $27.3K and leaving 3,810 shares worth $75.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3925.

Fidelity Investments first reported a position in CLMB in Q4 2014 and has held it in 46 quarters since. The position peaked at $18.5M in Q1 2023. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

  • Fidelity Investments held 3,810 shares of Climb Global Solutions worth $75.5K as of Q1 2026.
  • Fidelity Investments sold 1,054 Climb Global Solutions shares in Q1 2026, an estimated $27.3K.
  • Climb Global Solutions made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3925 holding.
  • Fidelity Investments first reported a position in Climb Global Solutions in Q4 2014 and has held it in 46 quarters since.
  • Fidelity Investments's Climb Global Solutions position peaked at $18.5M in Q1 2023.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.