SWM
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SHP Wealth Management’s Columbia Sportswear COLM Stock Holding History

SHP Wealth Management’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 		$989 Buy
16
+2
+14% +$124 ﹤0.01% 1593
2026
Q1 		$767 Buy
+14
New +$805 ﹤0.01% 1529

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 $3.38T AUM 44.17% 1-Year Est. Return

SHP Wealth Management's COLM Position: Q2 2026 in Review

SHP Wealth Management increased its Columbia Sportswear (COLM) stake by 14% in Q2 2026, buying an estimated $124 and bringing the position to 16 shares worth $989. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

SHP Wealth Management first reported a position in COLM in Q1 2026 and has held it in 2 quarters since. 325 funds tracked by Wall St. Rank hold COLM as of Q2 2026.

  • SHP Wealth Management held 16 shares of Columbia Sportswear worth $989 as of Q2 2026.
  • SHP Wealth Management bought 2 Columbia Sportswear shares in Q2 2026, an estimated $124.
  • Columbia Sportswear made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1593 holding.
  • SHP Wealth Management first reported a position in Columbia Sportswear in Q1 2026 and has held it in 2 quarters since.
  • 325 funds tracked by Wall St. Rank held Columbia Sportswear as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.