Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s American Battery Technology Co ABAT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ABAT Stock Details ABAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$246 Sell
88
-373
-81% -$1.44K ﹤0.01% 5519
2025
Q4 		$2K Buy
461
+241
+110% +$1.13K ﹤0.01% 5043
2025
Q3 		$1K Buy
220
+153
+228% +$400 ﹤0.01% 5069
2025
Q2 		$0 Hold
67
– – ﹤0.01% 5100
2025
Q1 		$0 Hold
67
– – ﹤0.01% 5031
2024
Q4 		$0 Hold
67
– – ﹤0.01% 4871
2024
Q3 		$0 Hold
67
– – ﹤0.01% 4782
2024
Q2 		$0 Hold
67
– – ﹤0.01% 4549
2024
Q1 		$0 Hold
67
– – ﹤0.01% 4274
2023
Q4 		$0 Hold
67
– – ﹤0.01% 4091
2023
Q3 		$1K Buy
+67
New +$641 ﹤0.01% 3898

Other funds holding ABAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ABAT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its American Battery Technology Co (ABAT) stake by 81% in Q1 2026, selling an estimated $1.44K and leaving 88 shares worth $246. The position accounts for ﹤0.01% of the portfolio, ranked #5519.

Carson Wealth (CWM LLC) first reported a position in ABAT in Q3 2023 and has held it in 11 quarters since. The position peaked at $2K in Q4 2025. 167 funds tracked by Wall St. Rank hold ABAT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 88 shares of American Battery Technology Co worth $246 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 373 American Battery Technology Co shares in Q1 2026, an estimated $1.44K.
  • American Battery Technology Co made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5519 holding.
  • Carson Wealth (CWM LLC) first reported a position in American Battery Technology Co in Q3 2023 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s American Battery Technology Co position peaked at $2K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held American Battery Technology Co as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.