Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Argan AGX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AGX Stock Details AGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.99M Sell
7,319
-292
-4% -$119K 0.01% 907
2025
Q4 		$2.38M Buy
7,611
+80
+1% +$25.4K 0.01% 1075
2025
Q3 		$2.03M Buy
7,531
+1,354
+22% +$310K 0.01% 1090
2025
Q2 		$1.36M Buy
6,177
+339
+6% +$61.1K ﹤0.01% 1110
2025
Q1 		$766K Buy
5,838
+620
+12% +$86.5K ﹤0.01% 1291
2024
Q4 		$715K Buy
5,218
+762
+17% +$105K ﹤0.01% 1244
2024
Q3 		$452K Buy
4,456
+1,999
+81% +$158K ﹤0.01% 1360
2024
Q2 		$180K Buy
2,457
+1,126
+85% +$73.8K ﹤0.01% 1635
2024
Q1 		$67K Buy
1,331
+1,102
+481% +$51.7K ﹤0.01% 2111
2023
Q4 		$11K Buy
229
+94
+70% +$4.29K ﹤0.01% 3112
2023
Q3 		$6K Sell
135
-44
-25% -$1.82K ﹤0.01% 3341
2023
Q2 		$7K Buy
179
+103
+136% +$4.17K ﹤0.01% 3250
2023
Q1 		$3K Buy
76
+61
+407% +$2.4K ﹤0.01% 3458
2022
Q4 		$1K Sell
15
-1
-6% -$35 ﹤0.01% 3675
2022
Q3 		$1K Sell
16
-64
-80% -$2.26K ﹤0.01% 3590
2022
Q2 		$3K Buy
+80
New +$3.06K ﹤0.01% 3155

Other funds holding AGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Argan (AGX) stake by 3.8% in Q1 2026, selling an estimated $119K and leaving 7,319 shares worth $3.99M. The position accounts for 0.01% of the portfolio, ranked #907.

Carson Wealth (CWM LLC) first reported a position in AGX in Q2 2022 and has held it in 16 quarters since. 497 funds tracked by Wall St. Rank hold AGX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,319 shares of Argan worth $3.99M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 292 Argan shares in Q1 2026, an estimated $119K.
  • Argan made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #907 holding.
  • Carson Wealth (CWM LLC) first reported a position in Argan in Q2 2022 and has held it in 16 quarters since.
  • 497 funds tracked by Wall St. Rank held Argan as of Q1 2026.

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