LAM
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Lakewood Asset Management’s Climb Global Solutions CLMB Stock Holding History

Lakewood Asset Management’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 		$348K Buy
17,543
+831
+5% +$21.5K 0.22% 84
2025
Q4 		$429K Buy
16,712
+1,212
+8% +$35.2K 0.25% 74
2025
Q3 		$523K Sell
15,500
-10,748
-41% -$319K 0.32% 65
2025
Q2 		$702K Sell
26,248
-40
-0.2% -$1.05K 0.47% 50
2025
Q1 		$728K Sell
26,288
-13,464
-34% -$416K 0.49% 48
2024
Q4 		$1.26M Buy
39,752
+304
+0.8% +$9.03K 0.87% 33
2024
Q3 		$982K Buy
39,448
+2,432
+7% +$48.7K 0.67% 40
2024
Q2 		$581K Buy
37,016
+464
+1% +$7.03K 0.41% 63
2024
Q1 		$648K Sell
36,552
-200
-0.5% -$3.01K 0.44% 61
2023
Q4 		$504K Buy
36,752
+200
+0.5% +$2.39K 0.39% 62
2023
Q3 		$393K Buy
36,552
+1,472
+4% +$16.2K 0.32% 69
2023
Q2 		$420K Buy
35,080
+1,540
+5% +$18.8K 0.33% 67
2023
Q1 		$447K Buy
33,540
+512
+2% +$5.32K 0.37% 68
2022
Q4 		$260K Buy
+33,028
New +$259K 0.21% 88

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

Lakewood Asset Management's CLMB Position: Q1 2026 in Review

Lakewood Asset Management increased its Climb Global Solutions (CLMB) stake by 5% in Q1 2026, buying an estimated $21.5K and bringing the position to 17,543 shares worth $348K. The position accounts for 0.22% of the portfolio, ranked #84.

Lakewood Asset Management first reported a position in CLMB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.26M in Q4 2024. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

  • Lakewood Asset Management held 17,543 shares of Climb Global Solutions worth $348K as of Q1 2026.
  • Lakewood Asset Management bought 831 Climb Global Solutions shares in Q1 2026, an estimated $21.5K.
  • Climb Global Solutions made up 0.22% of Lakewood Asset Management's portfolio in Q1 2026, its #84 holding.
  • Lakewood Asset Management first reported a position in Climb Global Solutions in Q4 2022 and has held it in 14 quarters since.
  • Lakewood Asset Management's Climb Global Solutions position peaked at $1.26M in Q4 2024.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

Based on Lakewood Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.