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

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.78% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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 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.