Carson Wealth (CWM LLC)
AIRT icon

Carson Wealth (CWM LLC)’s Air T AIRT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AIRT Stock Details AIRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.7K Hold
979
– – ﹤0.01% 4391
2025
Q4 		$18K Hold
979
– – ﹤0.01% 4216
2025
Q3 		$22K Hold
979
– – ﹤0.01% 4055
2025
Q2 		$22K Hold
979
– – ﹤0.01% 3836
2025
Q1 		$17K Hold
979
– – ﹤0.01% 3779
2024
Q4 		$20K Buy
+979
New +$18K ﹤0.01% 3422

Other funds holding AIRT

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Air T (AIRT) position steady in Q1 2026 at 979 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4391.

Carson Wealth (CWM LLC) first reported a position in AIRT in Q4 2024 and has held it in 6 quarters since. The position peaked at $22K in Q3 2025. 12 funds tracked by Wall St. Rank hold AIRT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 979 shares of Air T worth $20.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Air T share count unchanged in Q1 2026.
  • Air T made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4391 holding.
  • Carson Wealth (CWM LLC) first reported a position in Air T in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s Air T position peaked at $22K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Air T as of Q1 2026.

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