Carson Wealth (CWM LLC)
ARM icon

Carson Wealth (CWM LLC)’s Arm ARM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ARM Stock Details ARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.9M Buy
131,727
+1,267
+1% +$154K 0.05% 329
2025
Q4 		$14.3M Buy
130,460
+6,435
+5% +$936K 0.04% 411
2025
Q3 		$17.5M Buy
124,025
+9,451
+8% +$1.38M 0.05% 306
2025
Q2 		$18.5M Sell
114,574
-13,163
-10% -$1.63M 0.07% 252
2025
Q1 		$13.6M Buy
127,737
+9,621
+8% +$1.34M 0.05% 287
2024
Q4 		$14.6M Buy
118,116
+9,744
+9% +$1.37M 0.06% 253
2024
Q3 		$15.5M Buy
108,372
+17,769
+20% +$2.52M 0.07% 240
2024
Q2 		$14.8M Buy
90,603
+86,850
+2,314% +$10.8M 0.07% 240
2024
Q1 		$469K Buy
3,753
+3,474
+1,245% +$368K ﹤0.01% 1166
2023
Q4 		$21K Buy
+279
New +$16.3K ﹤0.01% 2732

Other funds holding ARM

DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Arm (ARM) stake by 0.97% in Q1 2026, buying an estimated $154K and bringing the position to 131,727 shares worth $19.9M. The position accounts for 0.05% of the portfolio, ranked #329.

Carson Wealth (CWM LLC) first reported a position in ARM in Q4 2023 and has held it in 10 quarters since. 744 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 131,727 shares of Arm worth $19.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,267 Arm shares in Q1 2026, an estimated $154K.
  • Arm made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #329 holding.
  • Carson Wealth (CWM LLC) first reported a position in Arm in Q4 2023 and has held it in 10 quarters since.
  • 744 funds tracked by Wall St. Rank held Arm as of Q1 2026.

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