Carson Wealth (CWM LLC)
AIRJ

Carson Wealth (CWM LLC)’s Montana Technologies Corp AIRJ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AIRJ Stock Details AIRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$49.1K Buy
19,568
+18,269
+1,406% +$61.6K ﹤0.01% 3827
2025
Q4 		$5K Sell
1,299
-584
-31% -$2.52K ﹤0.01% 4855
2025
Q3 		$9K Buy
+1,883
New +$8.83K ﹤0.01% 4545

Other funds holding AIRJ

PS
Pennant Select Summit, New Jersey $199M AUM 147.97% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Montana Technologies Corp (AIRJ) stake by 1,406% in Q1 2026, buying an estimated $61.6K and bringing the position to 19,568 shares worth $49.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3827.

Carson Wealth (CWM LLC) first reported a position in AIRJ in Q3 2025 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold AIRJ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 19,568 shares of Montana Technologies Corp worth $49.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 18,269 Montana Technologies Corp shares in Q1 2026, an estimated $61.6K.
  • Montana Technologies Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3827 holding.
  • Carson Wealth (CWM LLC) first reported a position in Montana Technologies Corp in Q3 2025 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held Montana Technologies Corp as of Q1 2026.

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