Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Federal Agricultural Mortgage AGM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AGM Stock Details AGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.5K Sell
118
-210
-64% -$34.4K ﹤0.01% 4495
2025
Q4 		$58K Buy
328
+10
+3% +$1.68K ﹤0.01% 3487
2025
Q3 		$53K Buy
318
+214
+206% +$40.1K ﹤0.01% 3478
2025
Q2 		$20K Sell
104
-13
-11% -$2.39K ﹤0.01% 3892
2025
Q1 		$22K Buy
117
+59
+102% +$11.6K ﹤0.01% 3591
2024
Q4 		$11K Buy
58
+21
+57% +$4.17K ﹤0.01% 3792
2024
Q3 		$7K Buy
37
+7
+23% +$1.34K ﹤0.01% 3918
2024
Q2 		$5K Buy
30
+27
+900% +$4.87K ﹤0.01% 3834
2024
Q1 		$1K Sell
3
-1
-25% -$186 ﹤0.01% 4058
2023
Q4 		$1K Buy
4
+3
+300% +$488 ﹤0.01% 3882
2023
Q3 		$0 Buy
+1
New +$162 ﹤0.01% 4150
2023
Q2 		– Sell
-200
Closed -$27.4K – 4144
2023
Q1 		$27K Sell
200
-12
-6% -$1.58K ﹤0.01% 2279
2022
Q4 		$24K Buy
212
+12
+6% +$1.38K ﹤0.01% 2228
2022
Q3 		$20K Hold
200
– – ﹤0.01% 2206
2022
Q2 		$20K Hold
200
– – ﹤0.01% 2096
2022
Q1 		$22K Hold
200
– – ﹤0.01% 2009
2021
Q4 		$25K Buy
+200
New +$24.6K ﹤0.01% 1863
2021
Q2 		$20K Hold
200
– – ﹤0.01% 1784
2021
Q1 		$20K Hold
200
– – ﹤0.01% 1784
2020
Q4 		$20K Hold
200
– – ﹤0.01% 1784
2020
Q3 		$20K Hold
200
– – ﹤0.01% 1784
2020
Q2 		$20K Hold
200
– – ﹤0.01% 1784
2020
Q1 		$20K Hold
200
– – ﹤0.01% 1784
2019
Q4 		$20K Hold
200
– – ﹤0.01% 1784
2019
Q3 		$20K Hold
200
– – ﹤0.01% 1784
2019
Q2 		$20K Hold
200
– – ﹤0.01% 1784
2019
Q1 		$20K Buy
+200
New +$14.6K ﹤0.01% 1784

Other funds holding AGM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Federal Agricultural Mortgage (AGM) stake by 64% in Q1 2026, selling an estimated $34.4K and leaving 118 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4495.

Carson Wealth (CWM LLC) first reported a position in AGM in Q1 2019 and has held it in 27 quarters since. The position peaked at $58K in Q4 2025. 232 funds tracked by Wall St. Rank hold AGM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 118 shares of Federal Agricultural Mortgage worth $17.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 210 Federal Agricultural Mortgage shares in Q1 2026, an estimated $34.4K.
  • Federal Agricultural Mortgage made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4495 holding.
  • Carson Wealth (CWM LLC) first reported a position in Federal Agricultural Mortgage in Q1 2019 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s Federal Agricultural Mortgage position peaked at $58K in Q4 2025.
  • 232 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2026.

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