Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ABM Industries ABM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ABM Stock Details ABM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$356K Buy
9,243
+5,701
+161% +$247K ﹤0.01% 2272
2025
Q4 		$150K Buy
3,542
+1,122
+46% +$49.3K ﹤0.01% 2782
2025
Q3 		$112K Buy
2,420
+617
+34% +$29.3K ﹤0.01% 2896
2025
Q2 		$85K Sell
1,803
-1,105
-38% -$53.4K ﹤0.01% 2853
2025
Q1 		$138K Sell
2,908
-3,118
-52% -$160K ﹤0.01% 2160
2024
Q4 		$308K Sell
6,026
-275
-4% -$15K ﹤0.01% 1576
2024
Q3 		$332K Buy
6,301
+3,284
+109% +$174K ﹤0.01% 1484
2024
Q2 		$153K Buy
3,017
+2,058
+215% +$96K ﹤0.01% 1725
2024
Q1 		$43K Buy
959
+762
+387% +$31.9K ﹤0.01% 2384
2023
Q4 		$9K Sell
197
-16
-8% -$676 ﹤0.01% 3217
2023
Q3 		$9K Buy
213
+9
+4% +$390 ﹤0.01% 3158
2023
Q2 		$9K Sell
204
-85
-29% -$3.68K ﹤0.01% 3117
2023
Q1 		$13K Buy
289
+7
+2% +$324 ﹤0.01% 2775
2022
Q4 		$13K Buy
282
+88
+45% +$3.87K ﹤0.01% 2635
2022
Q3 		$7K Buy
+194
New +$8.49K ﹤0.01% 2873

Other funds holding ABM

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its ABM Industries (ABM) stake by 161% in Q1 2026, buying an estimated $247K and bringing the position to 9,243 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

Carson Wealth (CWM LLC) first reported a position in ABM in Q3 2022 and has held it in 15 quarters since. 289 funds tracked by Wall St. Rank hold ABM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,243 shares of ABM Industries worth $356K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,701 ABM Industries shares in Q1 2026, an estimated $247K.
  • ABM Industries made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2272 holding.
  • Carson Wealth (CWM LLC) first reported a position in ABM Industries in Q3 2022 and has held it in 15 quarters since.
  • 289 funds tracked by Wall St. Rank held ABM Industries as of Q1 2026.

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