Pinnacle Wealth Planning Services’s Columbia Sportswear COLM Stock Holding History

Pinnacle Wealth Planning Services’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 Q3	$2.98K	Buy	52 +27	+108%	+$1.61K	﹤0.01%	2402
2026 Q2	$1.55K	Hold	25	–	–	﹤0.01%	2519
2026 Q1	$1.37K	Buy	25 +17	+213%	+$978	﹤0.01%	2507
2025 Q4	$441	Buy	+8	New	+$427	﹤0.01%	2660
2021 Q1	–	Sell	-969	Closed	-$85K	–	689
2020 Q4	$85K	Buy	+969	New	+$84.2K	0.02%	539

Other funds holding COLM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Pinnacle Wealth Planning Services's COLM Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Columbia Sportswear (COLM) stake by 108% in Q3 2026, buying an estimated $1.61K and bringing the position to 52 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #2402.

Pinnacle Wealth Planning Services first reported a position in COLM in Q4 2020 and has held it in 5 quarters since. The position peaked at $85K in Q4 2020. 173 funds tracked by Wall St. Rank hold COLM as of Q3 2026.

Pinnacle Wealth Planning Services held 52 shares of Columbia Sportswear worth $2.98K as of Q3 2026.
Pinnacle Wealth Planning Services bought 27 Columbia Sportswear shares in Q3 2026, an estimated $1.61K.
Columbia Sportswear made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2402 holding.
Pinnacle Wealth Planning Services first reported a position in Columbia Sportswear in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Columbia Sportswear position peaked at $85K in Q4 2020.
173 funds tracked by Wall St. Rank held Columbia Sportswear as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.