Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s First Majestic Silver AG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AG Stock Details AG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$98.4K Buy
4,583
+765
+20% +$17.6K ﹤0.01% 3288
2025
Q4 		$64K Buy
3,818
+324
+9% +$4.5K ﹤0.01% 3413
2025
Q3 		$43K Sell
3,494
-1,620
-32% -$15K ﹤0.01% 3639
2025
Q2 		$42K Buy
5,114
+1,860
+57% +$12.5K ﹤0.01% 3405
2025
Q1 		$22K Buy
3,254
+46
+1% +$274 ﹤0.01% 3590
2024
Q4 		$18K Sell
3,208
-500
-13% -$3.23K ﹤0.01% 3491
2024
Q3 		$22K Hold
3,708
– – ﹤0.01% 3284
2024
Q2 		$22K Hold
3,708
– – ﹤0.01% 3041
2024
Q1 		$22K Sell
3,708
-925
-20% -$4.63K ﹤0.01% 2813
2023
Q4 		$28K Sell
4,633
-800
-15% -$4.41K ﹤0.01% 2548
2023
Q3 		$28K Buy
5,433
+2,030
+60% +$12.1K ﹤0.01% 2441
2023
Q2 		$19K Buy
3,403
+607
+22% +$3.89K ﹤0.01% 2658
2023
Q1 		$20K Hold
2,796
– – ﹤0.01% 2493
2022
Q4 		$23K Sell
2,796
-13,060
-82% -$114K ﹤0.01% 2257
2022
Q3 		$121K Buy
15,856
+12
+0.1% +$90 ﹤0.01% 1260
2022
Q2 		$114K Buy
15,844
+19
+0.1% +$185 ﹤0.01% 1262
2022
Q1 		$208K Hold
15,825
– – ﹤0.01% 1023
2021
Q4 		$176K Buy
+15,825
New +$191K ﹤0.01% 1084
2021
Q2 		$159K Hold
10,053
– – ﹤0.01% 978
2021
Q1 		$159K Hold
10,053
– – ﹤0.01% 978
2020
Q4 		$159K Hold
10,053
– – ﹤0.01% 978
2020
Q3 		$159K Hold
10,053
– – ﹤0.01% 978
2020
Q2 		$159K Hold
10,053
– – ﹤0.01% 978
2020
Q1 		$159K Hold
10,053
– – ﹤0.01% 978
2019
Q4 		$159K Hold
10,053
– – ﹤0.01% 978
2019
Q3 		$159K Hold
10,053
– – ﹤0.01% 978
2019
Q2 		$159K Hold
10,053
– – ﹤0.01% 978
2019
Q1 		$159K Buy
+10,053
New +$62.9K ﹤0.01% 978

Other funds holding AG

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its First Majestic Silver (AG) stake by 20% in Q1 2026, buying an estimated $17.6K and bringing the position to 4,583 shares worth $98.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3288.

Carson Wealth (CWM LLC) first reported a position in AG in Q1 2019 and has held it in 28 quarters since. The position peaked at $208K in Q1 2022. 345 funds tracked by Wall St. Rank hold AG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,583 shares of First Majestic Silver worth $98.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 765 First Majestic Silver shares in Q1 2026, an estimated $17.6K.
  • First Majestic Silver made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3288 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Majestic Silver in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s First Majestic Silver position peaked at $208K in Q1 2022.
  • 345 funds tracked by Wall St. Rank held First Majestic Silver as of Q1 2026.

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