Smallwood Wealth Investment Management’s Chimera Investment CIM Stock Holding History

Smallwood Wealth Investment Management’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 Q2	$4.44K	Sell	333 -416	-56%	-$5.57K	﹤0.01%	373
2026 Q1	$9.4K	Hold	749	–	–	0.01%	329
2025 Q4	$9.31K	Hold	749	–	–	﹤0.01%	318
2025 Q3	$9.9K	Hold	749	–	–	0.01%	321
2025 Q2	$10.4K	Hold	749	–	–	0.01%	318
2025 Q1	$9.61K	Buy	+749	New	+$10.5K	0.01%	311

Other funds holding CIM

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

KCM

Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Smallwood Wealth Investment Management's CIM Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Chimera Investment (CIM) stake by 56% in Q2 2026, selling an estimated $5.57K and leaving 333 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Smallwood Wealth Investment Management first reported a position in CIM in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.4K in Q2 2025. 49 funds tracked by Wall St. Rank hold CIM as of Q2 2026.

Smallwood Wealth Investment Management held 333 shares of Chimera Investment worth $4.44K as of Q2 2026.
Smallwood Wealth Investment Management sold 416 Chimera Investment shares in Q2 2026, an estimated $5.57K.
Chimera Investment made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #373 holding.
Smallwood Wealth Investment Management first reported a position in Chimera Investment in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's Chimera Investment position peaked at $10.4K in Q2 2025.
49 funds tracked by Wall St. Rank held Chimera Investment as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.