Carson Wealth (CWM LLC)
CLMB icon

Carson Wealth (CWM LLC)’s Climb Global Solutions CLMB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CLMB Stock Details CLMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.03K Sell
52
-52
-50% -$1.35K ﹤0.01% 5391
2025
Q4 		$3K Hold
104
– – ﹤0.01% 4956
2025
Q3 		$4K Buy
104
+8
+8% +$237 ﹤0.01% 4796
2025
Q2 		$3K Sell
96
-24
-20% -$633 ﹤0.01% 4746
2025
Q1 		$3K Sell
120
-4
-3% -$123 ﹤0.01% 4606
2024
Q4 		$4K Buy
124
+20
+19% +$594 ﹤0.01% 4280
2024
Q3 		$3K Buy
104
+76
+271% +$1.52K ﹤0.01% 4249
2024
Q2 		$0 Buy
28
+24
+600% +$364 ﹤0.01% 4622
2024
Q1 		$0 Buy
+4
New +$60 ﹤0.01% 4358

Other funds holding CLMB

WHG
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Climb Global Solutions (CLMB) stake by 50% in Q1 2026, selling an estimated $1.35K and leaving 52 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #5391.

Carson Wealth (CWM LLC) first reported a position in CLMB in Q1 2024 and has held it in 9 quarters since. The position peaked at $4K in Q3 2025. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 52 shares of Climb Global Solutions worth $1.03K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 52 Climb Global Solutions shares in Q1 2026, an estimated $1.35K.
  • Climb Global Solutions made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5391 holding.
  • Carson Wealth (CWM LLC) first reported a position in Climb Global Solutions in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Climb Global Solutions position peaked at $4K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

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