Carson Wealth (CWM LLC)
CMA

Carson Wealth (CWM LLC)’s Comerica CMA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CMA Stock Details CMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13,226
Closed -$1.15M – 5701
2025
Q4 		$1.15M Buy
13,226
+118
+0.9% +$9.5K ﹤0.01% 1414
2025
Q3 		$898K Sell
13,108
-152
-1% -$10.2K ﹤0.01% 1478
2025
Q2 		$791K Sell
13,260
-2,615
-16% -$146K ﹤0.01% 1379
2025
Q1 		$938K Sell
15,875
-3,384
-18% -$213K ﹤0.01% 1164
2024
Q4 		$1.19M Buy
19,259
+1,916
+11% +$125K ﹤0.01% 997
2024
Q3 		$1.04M Sell
17,343
-703
-4% -$38.8K ﹤0.01% 1003
2024
Q2 		$921K Buy
18,046
+1,002
+6% +$51.2K ﹤0.01% 939
2024
Q1 		$937K Buy
17,044
+653
+4% +$34.1K ﹤0.01% 884
2023
Q4 		$915K Sell
16,391
-710
-4% -$32.1K ﹤0.01% 843
2023
Q3 		$711K Buy
17,101
+6,931
+68% +$329K ﹤0.01% 861
2023
Q2 		$431K Buy
10,170
+4,667
+85% +$189K ﹤0.01% 986
2023
Q1 		$239K Buy
5,503
+2,318
+73% +$149K ﹤0.01% 1133
2022
Q4 		$213K Sell
3,185
-518
-14% -$35.9K ﹤0.01% 1082
2022
Q3 		$263K Buy
3,703
+378
+11% +$29.8K ﹤0.01% 951
2022
Q2 		$244K Buy
3,325
+156
+5% +$12.6K ﹤0.01% 966
2022
Q1 		$287K Buy
3,169
+2,402
+313% +$227K ﹤0.01% 897
2021
Q4 		$67K Buy
+767
New +$65.8K ﹤0.01% 1459
2021
Q2 		$9K Hold
124
– – ﹤0.01% 2139
2021
Q1 		$9K Hold
124
– – ﹤0.01% 2139
2020
Q4 		$9K Hold
124
– – ﹤0.01% 2139
2020
Q3 		$9K Hold
124
– – ﹤0.01% 2139
2020
Q2 		$9K Hold
124
– – ﹤0.01% 2139
2020
Q1 		$9K Hold
124
– – ﹤0.01% 2139
2019
Q4 		$9K Hold
124
– – ﹤0.01% 2139
2019
Q3 		$9K Hold
124
– – ﹤0.01% 2139
2019
Q2 		$9K Hold
124
– – ﹤0.01% 2139
2019
Q1 		$9K Buy
124
+2
+2% +$160 ﹤0.01% 2139
2018
Q4 		$8K Buy
122
+4
+3% +$318 ﹤0.01% 1400
2018
Q3 		$11K Buy
118
+10
+9% +$954 ﹤0.01% 1125
2018
Q2 		$10K Buy
108
+51
+89% +$4.89K ﹤0.01% 992
2018
Q1 		$5K Hold
57
– – ﹤0.01% 1006
2017
Q4 		$5K Hold
57
– – ﹤0.01% 1076
2017
Q3 		$4K Buy
+57
New +$4.08K ﹤0.01% 1124
2017
Q1 		– Sell
-112
Closed -$8K – 1192
2016
Q4 		$8K Buy
+112
New +$6.56K ﹤0.01% 764

Other funds holding CMA

KRS
Kentucky Retirement Systems Frankfort, Kentucky $1.37B AUM 33.36% 1-Year Est. Return
CC
Corsicana & Co Corsicana, Texas $206M AUM 26.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Comerica (CMA) in Q1 2026, closing a stake of 13,226 shares — an estimated $1.15M sold.

Carson Wealth (CWM LLC) first reported a position in CMA in Q4 2016 and held it in 34 quarters. The position peaked at $1.19M in Q4 2024. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 13,226 Comerica shares in Q1 2026, an estimated $1.15M.
  • Carson Wealth (CWM LLC) first reported a position in Comerica in Q4 2016 and held it in 34 quarters.
  • Carson Wealth (CWM LLC)'s Comerica position peaked at $1.19M in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

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