Mark Sheptoff Financial Planning’s Chimera Investment CIM Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CIM Stock Details CIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.29K	Hold	461	–	–	﹤0.01%	409
2025 Q4	$5.73K	Hold	461	–	–	﹤0.01%	416
2025 Q3	$6.09K	Hold	461	–	–	﹤0.01%	392
2025 Q2	$6.39K	Hold	461	–	–	﹤0.01%	379
2025 Q1	$5.92K	Hold	461	–	–	﹤0.01%	360
2024 Q4	$6.45K	Hold	461	–	–	﹤0.01%	346
2024 Q3	$7.3K	Hold	461	–	–	﹤0.01%	338
2024 Q2	$5.9K	Sell	461 -1	-0.2%	-$13	﹤0.01%	354
2024 Q1	$6.38K	Hold	462	–	–	﹤0.01%	320
2023 Q4	$6.91K	Hold	462	–	–	﹤0.01%	311
2023 Q3	$7.56K	Hold	462	–	–	﹤0.01%	282
2023 Q2	$7.99K	Hold	462	–	–	﹤0.01%	285
2023 Q1	$7.81K	Hold	462	–	–	﹤0.01%	278
2022 Q4	$7.62K	Hold	462	–	–	﹤0.01%	284
2022 Q3	$7K	Hold	462	–	–	﹤0.01%	271
2022 Q2	$12K	Hold	462	–	–	0.01%	246
2022 Q1	$17K	Hold	462	–	–	0.01%	256
2021 Q4	$21K	Hold	462	–	–	0.01%	249
2021 Q3	$21K	Hold	462	–	–	0.01%	239
2021 Q2	$21K	Hold	462	–	–	0.01%	263
2021 Q1	$18K	Hold	462	–	–	0.01%	241
2020 Q4	$14K	Hold	462	–	–	0.01%	248
2020 Q3	$11K	Hold	462	–	–	0.01%	229
2020 Q2	$13K	Hold	462	–	–	0.01%	230
2020 Q1	$13K	Hold	462	–	–	0.01%	207
2019 Q4	$28K	Hold	462	–	–	0.02%	190
2019 Q3	$27K	Hold	462	–	–	0.02%	188
2019 Q2	$26K	Hold	462	–	–	0.02%	195
2019 Q1	$26K	Hold	462	–	–	0.02%	197
2018 Q4	$25K	Hold	462	–	–	0.02%	178
2018 Q3	$25K	Hold	462	–	–	0.02%	214
2018 Q2	$25K	Hold	462	–	–	0.02%	208
2018 Q1	$24K	Hold	462	–	–	0.02%	216
2017 Q4	$26K	Hold	462	–	–	0.02%	219
2017 Q3	$26K	Buy	+462	New	+$26.2K	0.02%	219

Other funds holding CIM

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Mark Sheptoff Financial Planning's CIM Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Chimera Investment (CIM) position steady in Q1 2026 at 461 shares worth $6.29K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Mark Sheptoff Financial Planning first reported a position in CIM in Q3 2017 and has held it in 35 quarters since. The position peaked at $28K in Q4 2019. 198 funds tracked by Wall St. Rank hold CIM as of Q1 2026.

Mark Sheptoff Financial Planning held 461 shares of Chimera Investment worth $6.29K as of Q1 2026.
Mark Sheptoff Financial Planning left its Chimera Investment share count unchanged in Q1 2026.
Chimera Investment made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #409 holding.
Mark Sheptoff Financial Planning first reported a position in Chimera Investment in Q3 2017 and has held it in 35 quarters since.
Mark Sheptoff Financial Planning's Chimera Investment position peaked at $28K in Q4 2019.
198 funds tracked by Wall St. Rank held Chimera Investment as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.