Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Commercial Metals CMC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CMC Stock Details CMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$518K Buy
8,425
+1,350
+19% +$97.5K ﹤0.01% 1993
2025
Q4 		$490K Buy
7,075
+683
+11% +$42.8K ﹤0.01% 1933
2025
Q3 		$366K Buy
6,392
+2,516
+65% +$139K ﹤0.01% 1974
2025
Q2 		$190K Buy
3,876
+497
+15% +$23K ﹤0.01% 2220
2025
Q1 		$155K Buy
3,379
+2,456
+266% +$119K ﹤0.01% 2089
2024
Q4 		$46K Buy
923
+337
+58% +$19K ﹤0.01% 2861
2024
Q3 		$32K Sell
586
-33
-5% -$1.78K ﹤0.01% 3045
2024
Q2 		$34K Buy
619
+18
+3% +$993 ﹤0.01% 2742
2024
Q1 		$35K Buy
601
+12
+2% +$636 ﹤0.01% 2532
2023
Q4 		$29K Sell
589
-713
-55% -$32.5K ﹤0.01% 2529
2023
Q3 		$64K Buy
1,302
+32
+3% +$1.74K ﹤0.01% 1915
2023
Q2 		$67K Buy
1,270
+18
+1% +$840 ﹤0.01% 1791
2023
Q1 		$61K Sell
1,252
-20
-2% -$1.04K ﹤0.01% 1755
2022
Q4 		$61K Buy
1,272
+103
+9% +$4.72K ﹤0.01% 1619
2022
Q3 		$41K Buy
1,169
+336
+40% +$13K ﹤0.01% 1749
2022
Q2 		$28K Buy
833
+5
+0.6% +$197 ﹤0.01% 1920
2022
Q1 		$34K Buy
828
+571
+222% +$21.4K ﹤0.01% 1788
2021
Q4 		$9K Buy
+257
New +$8.51K ﹤0.01% 2394
2021
Q2 		$8K Hold
250
– – ﹤0.01% 2176
2021
Q1 		$8K Hold
250
– – ﹤0.01% 2176
2020
Q4 		$8K Hold
250
– – ﹤0.01% 2176
2020
Q3 		$8K Hold
250
– – ﹤0.01% 2176
2020
Q2 		$8K Hold
250
– – ﹤0.01% 2176
2020
Q1 		$8K Hold
250
– – ﹤0.01% 2176
2019
Q4 		$8K Hold
250
– – ﹤0.01% 2176
2019
Q3 		$8K Hold
250
– – ﹤0.01% 2176
2019
Q2 		$8K Hold
250
– – ﹤0.01% 2176
2019
Q1 		$8K Buy
+250
New +$4.13K ﹤0.01% 2176
2016
Q4 		– Sell
-430
Closed -$7K – 1105
2016
Q3 		$7K Buy
+430
New +$6.99K ﹤0.01% 765

Other funds holding CMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Commercial Metals (CMC) stake by 19% in Q1 2026, buying an estimated $97.5K and bringing the position to 8,425 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

Carson Wealth (CWM LLC) first reported a position in CMC in Q3 2016 and has held it in 29 quarters since. 506 funds tracked by Wall St. Rank hold CMC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,425 shares of Commercial Metals worth $518K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,350 Commercial Metals shares in Q1 2026, an estimated $97.5K.
  • Commercial Metals made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1993 holding.
  • Carson Wealth (CWM LLC) first reported a position in Commercial Metals in Q3 2016 and has held it in 29 quarters since.
  • 506 funds tracked by Wall St. Rank held Commercial Metals as of Q1 2026.

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