Carson Wealth (CWM LLC)
BEEP icon

Carson Wealth (CWM LLC)’s Mobile Infrastructure Corp BEEP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BEEP Stock Details BEEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.04K Buy
463
+393
+561% +$1.1K ﹤0.01% 5389
2025
Q4 		$0 Sell
70
-8,802
-99% -$27.6K ﹤0.01% 5375
2025
Q3 		$31K Sell
8,872
-43,090
-83% -$163K ﹤0.01% 3854
2025
Q2 		$235K Sell
51,962
-9,036
-15% -$36.4K ﹤0.01% 2035
2025
Q1 		$254K Buy
60,998
+17,569
+40% +$67.7K ﹤0.01% 1773
2024
Q4 		$195K Buy
43,429
+4,619
+12% +$15.6K ﹤0.01% 1837
2024
Q3 		$127K Buy
38,810
+11,245
+41% +$35.1K ﹤0.01% 2037
2024
Q2 		$95K Buy
27,565
+9,165
+50% +$32.3K ﹤0.01% 1999
2024
Q1 		$67K Sell
18,400
-8
-0% -$30 ﹤0.01% 2113
2023
Q4 		$75K Buy
18,408
+15,047
+448% +$60.8K ﹤0.01% 1920
2023
Q3 		$12K Buy
+3,361
New +$19.7K ﹤0.01% 3025

Other funds holding BEEP

NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Mobile Infrastructure Corp (BEEP) stake by 561% in Q1 2026, buying an estimated $1.1K and bringing the position to 463 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #5389.

Carson Wealth (CWM LLC) first reported a position in BEEP in Q3 2023 and has held it in 11 quarters since. The position peaked at $254K in Q1 2025. 67 funds tracked by Wall St. Rank hold BEEP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 463 shares of Mobile Infrastructure Corp worth $1.04K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 393 Mobile Infrastructure Corp shares in Q1 2026, an estimated $1.1K.
  • Mobile Infrastructure Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5389 holding.
  • Carson Wealth (CWM LLC) first reported a position in Mobile Infrastructure Corp in Q3 2023 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Mobile Infrastructure Corp position peaked at $254K in Q1 2025.
  • 67 funds tracked by Wall St. Rank held Mobile Infrastructure Corp as of Q1 2026.

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