Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Camden National CAC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CAC Stock Details CAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$228K Buy
4,812
+289
+6% +$13.5K ﹤0.01% 2619
2025
Q4 		$196K Buy
4,523
+1,382
+44% +$55.7K ﹤0.01% 2588
2025
Q3 		$121K Buy
3,141
+2,331
+288% +$93.7K ﹤0.01% 2826
2025
Q2 		$33K Sell
810
-27
-3% -$1.06K ﹤0.01% 3578
2025
Q1 		$34K Buy
837
+331
+65% +$14.3K ﹤0.01% 3278
2024
Q4 		$22K Buy
506
+26
+5% +$1.15K ﹤0.01% 3366
2024
Q3 		$20K Buy
480
+160
+50% +$6.06K ﹤0.01% 3344
2024
Q2 		$11K Buy
320
+166
+108% +$5.24K ﹤0.01% 3469
2024
Q1 		$5K Buy
154
+3
+2% +$102 ﹤0.01% 3636
2023
Q4 		$6K Buy
151
+144
+2,057% +$4.7K ﹤0.01% 3404
2023
Q3 		$0 Buy
+7
New +$226 ﹤0.01% 4200
2023
Q1 		– Sell
-24
Closed -$1K – 4068
2022
Q4 		$1K Buy
+24
New +$1.02K ﹤0.01% 3704

Other funds holding CAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Camden National (CAC) stake by 6.4% in Q1 2026, buying an estimated $13.5K and bringing the position to 4,812 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #2619.

Carson Wealth (CWM LLC) first reported a position in CAC in Q4 2022 and has held it in 12 quarters since. 175 funds tracked by Wall St. Rank hold CAC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,812 shares of Camden National worth $228K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 289 Camden National shares in Q1 2026, an estimated $13.5K.
  • Camden National made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2619 holding.
  • Carson Wealth (CWM LLC) first reported a position in Camden National in Q4 2022 and has held it in 12 quarters since.
  • 175 funds tracked by Wall St. Rank held Camden National as of Q1 2026.

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