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Montag & Associates’s Columbia Sportswear COLM Stock Holding History

Montag & Associates’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
2026
Q2 		$87.1K Buy
1,408
+19
+1% +$1.18K ﹤0.01% 517
2026
Q1 		$76.1K Hold
1,389
– – ﹤0.01% 534
2025
Q4 		$76.5K Hold
1,389
– – ﹤0.01% 540
2025
Q3 		$72.6K Hold
1,389
– – ﹤0.01% 530
2025
Q2 		$84.8K Sell
1,389
-463
-25% -$29.8K ﹤0.01% 503
2025
Q1 		$140K Hold
1,852
– – 0.01% 448
2024
Q4 		$155K Hold
1,852
– – 0.01% 451
2024
Q3 		$154K Hold
1,852
– – 0.01% 451
2024
Q2 		$146K Hold
1,852
– – 0.01% 444
2024
Q1 		$150K Hold
1,852
– – 0.01% 442
2023
Q4 		$147K Hold
1,852
– – 0.01% 431
2023
Q3 		$137K Hold
1,852
– – 0.01% 428
2023
Q2 		$143K Hold
1,852
– – 0.01% 436
2023
Q1 		$167K Hold
1,852
– – 0.01% 404
2022
Q4 		$162K Hold
1,852
– – 0.01% 399
2022
Q3 		$125K Hold
1,852
– – 0.01% 418
2022
Q2 		$133K Sell
1,852
-2
-0.1% -$160 0.01% 410
2022
Q1 		$168K Hold
1,854
– – 0.01% 409
2021
Q4 		$181K Hold
1,854
– – 0.01% 397
2021
Q3 		$178K Hold
1,854
– – 0.01% 397
2021
Q2 		$182K Hold
1,854
– – 0.01% 401
2021
Q1 		$196K Hold
1,854
– – 0.01% 386
2020
Q4 		$162K Buy
+1,854
New +$161K 0.01% 387

Other funds holding COLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Montag & Associates's COLM Position: Q2 2026 in Review

Montag & Associates increased its Columbia Sportswear (COLM) stake by 1.4% in Q2 2026, buying an estimated $1.18K and bringing the position to 1,408 shares worth $87.1K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Montag & Associates first reported a position in COLM in Q4 2020 and has held it in 23 quarters since. The position peaked at $196K in Q1 2021. 324 funds tracked by Wall St. Rank hold COLM as of Q2 2026.

  • Montag & Associates held 1,408 shares of Columbia Sportswear worth $87.1K as of Q2 2026.
  • Montag & Associates bought 19 Columbia Sportswear shares in Q2 2026, an estimated $1.18K.
  • Columbia Sportswear made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #517 holding.
  • Montag & Associates first reported a position in Columbia Sportswear in Q4 2020 and has held it in 23 quarters since.
  • Montag & Associates's Columbia Sportswear position peaked at $196K in Q1 2021.
  • 324 funds tracked by Wall St. Rank held Columbia Sportswear as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.