LWM
CHYM

Lodestone Wealth Management’s Chime Financial CHYM Stock Holding History

Lodestone Wealth Management’s Portfolio CHYM Stock Details CHYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-144
Closed -$3.62K – 824
2025
Q4 		$3.62K Buy
+144
New +$3.06K ﹤0.01% 624

Other funds holding CHYM

GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
MVM
Menlo Ventures Management Menlo Park, California $357M AUM
AM
Aspect Management Palo Alto, California $244M AUM
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Lodestone Wealth Management's CHYM Position: Q1 2026 in Review

Lodestone Wealth Management sold out of Chime Financial (CHYM) in Q1 2026, closing a stake of 144 shares — an estimated $3.62K sold.

Lodestone Wealth Management first reported a position in CHYM in Q4 2025 and held it in 1 quarter. The position peaked at $3.62K in Q4 2025. 216 funds tracked by Wall St. Rank hold CHYM as of Q1 2026.

  • Lodestone Wealth Management reported no remaining Chime Financial position as of Q1 2026 after selling out during the quarter.
  • Lodestone Wealth Management sold 144 Chime Financial shares in Q1 2026, an estimated $3.62K.
  • Lodestone Wealth Management first reported a position in Chime Financial in Q4 2025 and held it in 1 quarter.
  • Lodestone Wealth Management's Chime Financial position peaked at $3.62K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Chime Financial as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.