Carson Wealth (CWM LLC)’s Angel Oak Mortgage REIT AOMR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AOMR Stock Details AOMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.94K	Buy	601 +222	+59%	+$1.93K	﹤0.01%	5031
2025 Q4	$3K	Sell	379 -1,074	-74%	-$9.6K	﹤0.01%	4945
2025 Q3	$14K	Buy	1,453 +829	+133%	+$7.94K	﹤0.01%	4295
2025 Q2	$6K	Buy	624 +427	+217%	+$3.88K	﹤0.01%	4517
2025 Q1	$2K	Buy	197 +152	+338%	+$1.51K	﹤0.01%	4719
2024 Q4	$0	Buy	45 +20	+80%	+$191	﹤0.01%	4888
2024 Q3	$0	Buy	25 +10	+67%	+$115	﹤0.01%	4803
2024 Q2	$0	Buy	+15	New	+$175	﹤0.01%	4566

Other funds holding AOMR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JAM

Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Angel Oak Mortgage REIT (AOMR) stake by 59% in Q1 2026, buying an estimated $1.93K and bringing the position to 601 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #5031.

Carson Wealth (CWM LLC) first reported a position in AOMR in Q2 2024 and has held it in 8 quarters since. The position peaked at $14K in Q3 2025. 84 funds tracked by Wall St. Rank hold AOMR as of Q1 2026.

Carson Wealth (CWM LLC) held 601 shares of Angel Oak Mortgage REIT worth $4.94K as of Q1 2026.
Carson Wealth (CWM LLC) bought 222 Angel Oak Mortgage REIT shares in Q1 2026, an estimated $1.93K.
Angel Oak Mortgage REIT made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5031 holding.
Carson Wealth (CWM LLC) first reported a position in Angel Oak Mortgage REIT in Q2 2024 and has held it in 8 quarters since.
Carson Wealth (CWM LLC)'s Angel Oak Mortgage REIT position peaked at $14K in Q3 2025.
84 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q1 2026.

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