InceptionR’s Columbia Sportswear COLM Stock Holding History

InceptionR’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
2025 Q1	–	Sell	-4,357	Closed	-$366K	–	592
2024 Q4	$366K	Sell	4,357 -1,390	-24%	-$117K	0.08%	401
2024 Q3	$478K	Buy	+5,747	New	+$461K	0.12%	329
2024 Q1	–	Sell	-4,932	Closed	-$392K	–	602
2023 Q4	$392K	Buy	+4,932	New	+$376K	0.28%	151

Other funds holding COLM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

InceptionR's COLM Position: Q1 2025 in Review

InceptionR sold out of Columbia Sportswear (COLM) in Q1 2025, closing a stake of 4,357 shares — an estimated $366K sold.

InceptionR first reported a position in COLM in Q4 2023 and held it in 3 quarters. The position peaked at $478K in Q3 2024. 309 funds tracked by Wall St. Rank hold COLM as of Q1 2025.

InceptionR reported no remaining Columbia Sportswear position as of Q1 2025 after selling out during the quarter.
InceptionR sold 4,357 Columbia Sportswear shares in Q1 2025, an estimated $366K.
InceptionR first reported a position in Columbia Sportswear in Q4 2023 and held it in 3 quarters.
InceptionR's Columbia Sportswear position peaked at $478K in Q3 2024.
309 funds tracked by Wall St. Rank held Columbia Sportswear as of Q1 2025.

Based on InceptionR's 13F filing for Q1 2025, filed 12 May 2025.