Carson Wealth (CWM LLC)’s Chimera Investment CIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $155K | Sell |
12,387
-5,693
| -31% | -$74.3K | ﹤0.01% | 2936 |
|
|
2025
Q4 | $225K | Sell |
18,080
-9,255
| -34% | -$118K | ﹤0.01% | 2470 |
|
|
2025
Q3 | $361K | Buy |
27,335
+22,139
| +426% | +$308K | ﹤0.01% | 1985 |
|
|
2025
Q2 | $72K | Buy |
5,196
+4,342
| +508% | +$55.5K | ﹤0.01% | 2988 |
|
|
2025
Q1 | $11K | Sell |
854
-1,368
| -62% | -$19.2K | ﹤0.01% | 4040 |
|
|
2024
Q4 | $31K | Sell |
2,222
-191
| -8% | -$2.86K | ﹤0.01% | 3139 |
|
|
2024
Q3 | $38K | Buy |
2,413
+1,013
| +72% | +$15.2K | ﹤0.01% | 2897 |
|
|
2024
Q2 | $18K | Buy |
1,400
+53
| +4% | +$671 | ﹤0.01% | 3169 |
|
|
2024
Q1 | $19K | Sell |
1,347
-329
| -20% | -$4.58K | ﹤0.01% | 2932 |
|
|
2023
Q4 | $25K | Buy |
1,676
+367
| +28% | +$5.54K | ﹤0.01% | 2619 |
|
|
2023
Q3 | $21K | Hold |
1,309
| – | – | ﹤0.01% | 2642 |
|
|
2023
Q2 | $23K | Sell |
1,309
-1,602
| -55% | -$25.5K | ﹤0.01% | 2535 |
|
|
2023
Q1 | $49K | Sell |
2,911
-78
| -3% | -$1.49K | ﹤0.01% | 1883 |
|
|
2022
Q4 | $49K | Buy |
2,989
+1,207
| +68% | +$22.5K | ﹤0.01% | 1744 |
|
|
2022
Q3 | $28K | Buy |
1,782
+449
| +34% | +$11.7K | ﹤0.01% | 1997 |
|
|
2022
Q2 | $35K | Sell |
1,333
-121
| -8% | -$3.59K | ﹤0.01% | 1792 |
|
|
2022
Q1 | $53K | Buy |
1,454
+177
| +14% | +$7.05K | ﹤0.01% | 1582 |
|
|
2021
Q4 | $58K | Buy |
+1,277
| New | +$60.4K | ﹤0.01% | 1512 |
|
|
2021
Q2 | $57K | Hold |
1,269
| – | – | ﹤0.01% | 1338 |
|
|
2021
Q1 | $57K | Hold |
1,269
| – | – | ﹤0.01% | 1338 |
|
|
2020
Q4 | $57K | Hold |
1,269
| – | – | ﹤0.01% | 1338 |
|
|
2020
Q3 | $57K | Hold |
1,269
| – | – | ﹤0.01% | 1338 |
|
|
2020
Q2 | $57K | Hold |
1,269
| – | – | ﹤0.01% | 1338 |
|
|
2020
Q1 | $57K | Hold |
1,269
| – | – | ﹤0.01% | 1338 |
|
|
2019
Q4 | $57K | Hold |
1,269
| – | – | ﹤0.01% | 1338 |
|
|
2019
Q3 | $57K | Hold |
1,269
| – | – | ﹤0.01% | 1338 |
|
|
2019
Q2 | $57K | Hold |
1,269
| – | – | ﹤0.01% | 1338 |
|
|
2019
Q1 | $57K | Buy |
+1,269
| New | +$71.3K | ﹤0.01% | 1338 |
|
|
2018
Q3 | – | Sell |
-18
| Closed | -$1K | – | 1853 |
|
|
2018
Q2 | $1K | Buy |
+18
| New | +$971 | ﹤0.01% | 1493 |
|
|
2017
Q4 | – | Sell |
-583
| Closed | -$33K | – | 1465 |
|
|
2017
Q3 | $33K | Sell |
583
-1
| -0.2% | -$57 | ﹤0.01% | 600 |
|
|
2017
Q2 | $33K | Buy |
584
+114
| +24% | +$6.59K | ﹤0.01% | 546 |
|
|
2017
Q1 | $28K | Hold |
470
| – | – | ﹤0.01% | 547 |
|
|
2016
Q4 | $24K | Sell |
470
-34
| -7% | -$1.67K | ﹤0.01% | 549 |
|
|
2016
Q3 | $24K | Hold |
504
| – | – | ﹤0.01% | 529 |
|
|
2016
Q2 | $24K | Hold |
504
| – | – | ﹤0.01% | 451 |
|
|
2016
Q1 | $21K | Hold |
504
| – | – | ﹤0.01% | 433 |
|
|
2015
Q4 | $21K | Hold |
504
| – | – | ﹤0.01% | 393 |
|
|
2015
Q3 | $20K | Buy |
+504
| New | +$21.2K | ﹤0.01% | 368 |
|
Other funds holding CIM
TIM
Carson Wealth (CWM LLC)'s CIM Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Chimera Investment (CIM) stake by 31% in Q1 2026, selling an estimated $74.3K and leaving 12,387 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #2936.
Carson Wealth (CWM LLC) first reported a position in CIM in Q3 2015 and has held it in 38 quarters since. The position peaked at $361K in Q3 2025. 199 funds tracked by Wall St. Rank hold CIM as of Q1 2026.
- Carson Wealth (CWM LLC) held 12,387 shares of Chimera Investment worth $155K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 5,693 Chimera Investment shares in Q1 2026, an estimated $74.3K.
- Chimera Investment made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2936 holding.
- Carson Wealth (CWM LLC) first reported a position in Chimera Investment in Q3 2015 and has held it in 38 quarters since.
- Carson Wealth (CWM LLC)'s Chimera Investment position peaked at $361K in Q3 2025.
- 199 funds tracked by Wall St. Rank held Chimera Investment as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.