Carson Wealth (CWM LLC)
CMBT

Carson Wealth (CWM LLC)’s CMB.TECH NV CMBT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CMBT Stock Details CMBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.49K Buy
276
+145
+111% +$1.82K ﹤0.01% 5146
2025
Q4 		$1K Sell
131
-182
-58% -$1.77K ﹤0.01% 5318
2025
Q3 		$3K Buy
+313
New +$2.87K ﹤0.01% 4959
2024
Q2 		– Sell
-847
Closed -$14K – 5001
2024
Q1 		$14K Hold
847
– – ﹤0.01% 3157
2023
Q4 		$15K Hold
847
– – ﹤0.01% 2960
2023
Q3 		$14K Sell
847
-479
-36% -$7.89K ﹤0.01% 2950
2023
Q2 		$20K Hold
1,326
– – ﹤0.01% 2652
2023
Q1 		$22K Hold
1,326
– – ﹤0.01% 2454
2022
Q4 		$23K Hold
1,326
– – ﹤0.01% 2277
2022
Q3 		$20K Hold
1,326
– – ﹤0.01% 2240
2022
Q2 		$16K Hold
1,326
– – ﹤0.01% 2287
2022
Q1 		$14K Sell
1,326
-137
-9% -$1.36K ﹤0.01% 2313
2021
Q4 		$13K Buy
+1,463
New +$14.3K ﹤0.01% 2224
2021
Q2 		$14K Hold
1,463
– – ﹤0.01% 1968
2021
Q1 		$14K Hold
1,463
– – ﹤0.01% 1968
2020
Q4 		$14K Hold
1,463
– – ﹤0.01% 1968
2020
Q3 		$14K Hold
1,463
– – ﹤0.01% 1968
2020
Q2 		$14K Hold
1,463
– – ﹤0.01% 1968
2020
Q1 		$14K Hold
1,463
– – ﹤0.01% 1968
2019
Q4 		$14K Hold
1,463
– – ﹤0.01% 1968
2019
Q3 		$14K Hold
1,463
– – ﹤0.01% 1967
2019
Q2 		$14K Hold
1,463
– – ﹤0.01% 1967
2019
Q1 		$14K Buy
1,463
+137
+10% +$1.07K ﹤0.01% 1966
2018
Q4 		$9K Hold
1,326
– – ﹤0.01% 1386
2018
Q3 		$12K Hold
1,326
– – ﹤0.01% 1119
2018
Q2 		$12K Hold
1,326
– – ﹤0.01% 964
2018
Q1 		$11K Hold
1,326
– – ﹤0.01% 842
2017
Q4 		$12K Buy
+1,326
New +$11.2K ﹤0.01% 843

Other funds holding CMBT

ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its CMB.TECH NV (CMBT) stake by 111% in Q1 2026, buying an estimated $1.82K and bringing the position to 276 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #5146.

Carson Wealth (CWM LLC) first reported a position in CMBT in Q4 2017 and has held it in 28 quarters since. The position peaked at $23K in Q4 2022. 162 funds tracked by Wall St. Rank hold CMBT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 276 shares of CMB.TECH NV worth $3.49K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 145 CMB.TECH NV shares in Q1 2026, an estimated $1.82K.
  • CMB.TECH NV made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5146 holding.
  • Carson Wealth (CWM LLC) first reported a position in CMB.TECH NV in Q4 2017 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s CMB.TECH NV position peaked at $23K in Q4 2022.
  • 162 funds tracked by Wall St. Rank held CMB.TECH NV as of Q1 2026.

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