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Summit Securities Group’s Columbia Sportswear COLM Stock Holding History

Summit Securities Group’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
2024
Q2 		– Sell
-1,000
Closed -$81K – 613
2024
Q1 		$81K Buy
+1,000
New +$79.4K 0.01% 212

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Summit Securities Group's COLM Position: Q1 2026 in Review

Summit Securities Group sold out of Columbia Sportswear (COLM) in Q1 2026, closing a stake of 782 shares — an estimated $43.1K sold.

Summit Securities Group first reported a position in COLM in Q4 2024 and held it in 5 quarters. The position peaked at $89.1K in Q2 2025. 303 funds tracked by Wall St. Rank hold COLM as of Q1 2026.

  • Summit Securities Group reported no remaining Columbia Sportswear position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 782 Columbia Sportswear shares in Q1 2026, an estimated $43.1K.
  • Summit Securities Group first reported a position in Columbia Sportswear in Q4 2024 and held it in 5 quarters.
  • Summit Securities Group's Columbia Sportswear position peaked at $89.1K in Q2 2025.
  • 303 funds tracked by Wall St. Rank held Columbia Sportswear as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.