SWIM
CIM

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

LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
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
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
WS
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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. 51 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.
  • 51 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.