Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ADMA Biologics ADMA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ADMA Stock Details ADMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$91.2K Buy
10,117
+888
+10% +$14K ﹤0.01% 3349
2025
Q4 		$168K Sell
9,229
-294
-3% -$4.96K ﹤0.01% 2703
2025
Q3 		$140K Sell
9,523
-8,049
-46% -$138K ﹤0.01% 2719
2025
Q2 		$320K Sell
17,572
-1,081
-6% -$22K ﹤0.01% 1817
2025
Q1 		$370K Buy
18,653
+6,855
+58% +$119K ﹤0.01% 1572
2024
Q4 		$202K Sell
11,798
-2,331
-16% -$43.9K ﹤0.01% 1816
2024
Q3 		$282K Buy
14,129
+5,937
+72% +$92.3K ﹤0.01% 1571
2024
Q2 		$92K Buy
8,192
+4,367
+114% +$36.6K ﹤0.01% 2019
2024
Q1 		$25K Buy
3,825
+3,587
+1,507% +$19.6K ﹤0.01% 2748
2023
Q4 		$1K Sell
238
-12
-5% -$44 ﹤0.01% 3881
2023
Q3 		$1K Buy
250
+12
+5% +$46 ﹤0.01% 3903
2023
Q2 		$1K Hold
238
– – ﹤0.01% 3888
2023
Q1 		$1K Hold
238
– – ﹤0.01% 3754
2022
Q4 		$1K Buy
+238
New +$734 ﹤0.01% 3671

Other funds holding ADMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its ADMA Biologics (ADMA) stake by 9.6% in Q1 2026, buying an estimated $14K and bringing the position to 10,117 shares worth $91.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3349.

Carson Wealth (CWM LLC) first reported a position in ADMA in Q4 2022 and has held it in 14 quarters since. The position peaked at $370K in Q1 2025. 357 funds tracked by Wall St. Rank hold ADMA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,117 shares of ADMA Biologics worth $91.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 888 ADMA Biologics shares in Q1 2026, an estimated $14K.
  • ADMA Biologics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3349 holding.
  • Carson Wealth (CWM LLC) first reported a position in ADMA Biologics in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s ADMA Biologics position peaked at $370K in Q1 2025.
  • 357 funds tracked by Wall St. Rank held ADMA Biologics as of Q1 2026.

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