Carson Wealth (CWM LLC)
ALRM icon

Carson Wealth (CWM LLC)’s Alarm.com ALRM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ALRM Stock Details ALRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$246K Buy
5,691
+1,135
+25% +$54.2K ﹤0.01% 2547
2025
Q4 		$232K Sell
4,556
-344
-7% -$17.5K ﹤0.01% 2451
2025
Q3 		$260K Buy
4,900
+1,662
+51% +$92.7K ﹤0.01% 2243
2025
Q2 		$183K Buy
3,238
+1,207
+59% +$67K ﹤0.01% 2246
2025
Q1 		$113K Buy
2,031
+992
+95% +$59.5K ﹤0.01% 2332
2024
Q4 		$63K Buy
1,039
+256
+33% +$15.3K ﹤0.01% 2615
2024
Q3 		$43K Sell
783
-1,305
-63% -$80.1K ﹤0.01% 2797
2024
Q2 		$133K Buy
2,088
+618
+42% +$40.9K ﹤0.01% 1805
2024
Q1 		$107K Sell
1,470
-81
-5% -$5.5K ﹤0.01% 1836
2023
Q4 		$100K Buy
1,551
+2
+0.1% +$115 ﹤0.01% 1773
2023
Q3 		$95K Buy
1,549
+2
+0.1% +$113 ﹤0.01% 1657
2023
Q2 		$80K Buy
1,547
+90
+6% +$4.43K ﹤0.01% 1682
2023
Q1 		$73K Buy
1,457
+29
+2% +$1.49K ﹤0.01% 1655
2022
Q4 		$71K Sell
1,428
-96
-6% -$5.29K ﹤0.01% 1530
2022
Q3 		$99K Buy
1,524
+54
+4% +$3.71K ﹤0.01% 1329
2022
Q2 		$91K Buy
1,470
+197
+15% +$12.1K ﹤0.01% 1351
2022
Q1 		$85K Buy
1,273
+148
+13% +$10.5K ﹤0.01% 1392
2021
Q4 		$95K Buy
+1,125
New +$92K ﹤0.01% 1313
2021
Q2 		$102K Hold
1,200
– – ﹤0.01% 1129
2021
Q1 		$102K Hold
1,200
– – ﹤0.01% 1129
2020
Q4 		$102K Hold
1,200
– – ﹤0.01% 1129
2020
Q3 		$102K Hold
1,200
– – ﹤0.01% 1129
2020
Q2 		$102K Hold
1,200
– – ﹤0.01% 1129
2020
Q1 		$102K Hold
1,200
– – ﹤0.01% 1129
2019
Q4 		$102K Hold
1,200
– – ﹤0.01% 1129
2019
Q3 		$102K Hold
1,200
– – ﹤0.01% 1129
2019
Q2 		$102K Hold
1,200
– – ﹤0.01% 1129
2019
Q1 		$102K Buy
+1,200
New +$72.8K ﹤0.01% 1129

Other funds holding ALRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Alarm.com (ALRM) stake by 25% in Q1 2026, buying an estimated $54.2K and bringing the position to 5,691 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #2547.

Carson Wealth (CWM LLC) first reported a position in ALRM in Q1 2019 and has held it in 28 quarters since. The position peaked at $260K in Q3 2025. 295 funds tracked by Wall St. Rank hold ALRM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,691 shares of Alarm.com worth $246K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,135 Alarm.com shares in Q1 2026, an estimated $54.2K.
  • Alarm.com made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2547 holding.
  • Carson Wealth (CWM LLC) first reported a position in Alarm.com in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Alarm.com position peaked at $260K in Q3 2025.
  • 295 funds tracked by Wall St. Rank held Alarm.com as of Q1 2026.

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