Carson Wealth (CWM LLC)
AREC icon

Carson Wealth (CWM LLC)’s American Resources Corp AREC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AREC Stock Details AREC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$385K Hold
159,067
– – ﹤0.01% 2214
2025
Q4 		$394K Hold
159,067
– – ﹤0.01% 2068
2025
Q3 		$429K Buy
+159,067
New +$272K ﹤0.01% 1891

Other funds holding AREC

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its American Resources Corp (AREC) position steady in Q1 2026 at 159,067 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

Carson Wealth (CWM LLC) first reported a position in AREC in Q3 2025 and has held it in 3 quarters since. The position peaked at $429K in Q3 2025. 89 funds tracked by Wall St. Rank hold AREC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 159,067 shares of American Resources Corp worth $385K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its American Resources Corp share count unchanged in Q1 2026.
  • American Resources Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2214 holding.
  • Carson Wealth (CWM LLC) first reported a position in American Resources Corp in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s American Resources Corp position peaked at $429K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held American Resources Corp as of Q1 2026.

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