Carson Wealth (CWM LLC)
CMDB

Carson Wealth (CWM LLC)’s Costamare Bulkers Holdings CMDB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CMDB Stock Details CMDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$39.9K Sell
2,579
-179
-6% -$3.01K ﹤0.01% 3965
2025
Q4 		$43K Buy
2,758
+453
+20% +$6.56K ﹤0.01% 3720
2025
Q3 		$33K Buy
2,305
+1,509
+190% +$15.5K ﹤0.01% 3831
2025
Q2 		$7K Buy
+796
New +$7.92K ﹤0.01% 4511

Other funds holding CMDB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OIM
Oceanic Investment Management Douglas, Isle Of Man $118M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Costamare Bulkers Holdings (CMDB) stake by 6.5% in Q1 2026, selling an estimated $3.01K and leaving 2,579 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3965.

Carson Wealth (CWM LLC) first reported a position in CMDB in Q2 2025 and has held it in 4 quarters since. The position peaked at $43K in Q4 2025. 97 funds tracked by Wall St. Rank hold CMDB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,579 shares of Costamare Bulkers Holdings worth $39.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 179 Costamare Bulkers Holdings shares in Q1 2026, an estimated $3.01K.
  • Costamare Bulkers Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3965 holding.
  • Carson Wealth (CWM LLC) first reported a position in Costamare Bulkers Holdings in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s Costamare Bulkers Holdings position peaked at $43K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q1 2026.

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