Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s CME Group CME Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.9M Sell
46,992
-4,455
-9% -$1.32M 0.04% 442
2025
Q4 		$14M Sell
51,447
-526
-1% -$143K 0.04% 415
2025
Q3 		$14M Sell
51,973
-6,673
-11% -$1.82M 0.04% 368
2025
Q2 		$16.2M Buy
58,646
+2,217
+4% +$603K 0.06% 288
2025
Q1 		$15M Buy
56,429
+10,906
+24% +$2.69M 0.06% 271
2024
Q4 		$10.6M Buy
45,523
+11,467
+34% +$2.64M 0.04% 308
2024
Q3 		$7.51M Buy
34,056
+11,462
+51% +$2.37M 0.03% 361
2024
Q2 		$4.44M Buy
22,594
+976
+5% +$202K 0.02% 442
2024
Q1 		$4.65M Buy
21,618
+329
+2% +$69.1K 0.02% 432
2023
Q4 		$4.48M Buy
21,289
+2,312
+12% +$493K 0.02% 414
2023
Q3 		$3.8M Buy
18,977
+574
+3% +$114K 0.02% 415
2023
Q2 		$3.41M Buy
18,403
+938
+5% +$173K 0.02% 420
2023
Q1 		$3.35M Buy
17,465
+524
+3% +$94.8K 0.02% 397
2022
Q4 		$2.85M Sell
16,941
-27
-0.2% -$4.69K 0.02% 395
2022
Q3 		$3.01M Buy
16,968
+598
+4% +$118K 0.02% 359
2022
Q2 		$3.35M Buy
16,370
+13,166
+411% +$2.79M 0.03% 343
2022
Q1 		$762K Buy
3,204
+1,055
+49% +$248K 0.01% 626
2021
Q4 		$491K Buy
+2,149
New +$473K ﹤0.01% 731
2021
Q2 		$377K Hold
1,771
– – ﹤0.01% 732
2021
Q1 		$377K Hold
1,771
– – ﹤0.01% 732
2020
Q4 		$377K Hold
1,771
– – ﹤0.01% 732
2020
Q3 		$377K Hold
1,771
– – ﹤0.01% 732
2020
Q2 		$377K Hold
1,771
– – ﹤0.01% 732
2020
Q1 		$377K Hold
1,771
– – ﹤0.01% 732
2019
Q4 		$377K Hold
1,771
– – ﹤0.01% 732
2019
Q3 		$377K Hold
1,771
– – ﹤0.01% 732
2019
Q2 		$377K Hold
1,771
– – ﹤0.01% 732
2019
Q1 		$377K Buy
1,771
+196
+12% +$34.6K ﹤0.01% 732
2018
Q4 		$296K Sell
1,575
-207
-12% -$38.2K 0.01% 525
2018
Q3 		$303K Buy
1,782
+33
+2% +$5.56K 0.01% 444
2018
Q2 		$287K Buy
1,749
+532
+44% +$86.9K 0.01% 381
2018
Q1 		$197K Buy
1,217
+527
+76% +$83.9K 0.01% 363
2017
Q4 		$101K Sell
690
-16
-2% -$2.28K ﹤0.01% 429
2017
Q3 		$96K Buy
706
+106
+18% +$13.4K ﹤0.01% 421
2017
Q2 		$75K Hold
600
– – ﹤0.01% 420
2017
Q1 		$71K Sell
600
-602
-50% -$72.4K ﹤0.01% 396
2016
Q4 		$139K Sell
1,202
-65,400
-98% -$7.28M 0.01% 313
2016
Q3 		$6.96M Sell
66,602
-3,200
-5% -$334K 0.48% 67
2016
Q2 		$6.8M Sell
69,802
-298
-0.4% -$28.2K 0.5% 67
2016
Q1 		$6.73M Sell
70,100
-7,700
-10% -$701K 0.59% 66
2015
Q4 		$7.05M Buy
77,800
+4,400
+6% +$414K 0.69% 57
2015
Q3 		$6.81M Buy
73,400
+10,300
+16% +$979K 0.69% 58
2015
Q2 		$5.87M Buy
63,100
+9,192
+17% +$858K 0.56% 72
2015
Q1 		$5.11M Buy
53,908
+50,108
+1,319% +$4.64M 0.52% 75
2014
Q4 		$337K Sell
3,800
-54,200
-93% -$4.59M 0.04% 151
2014
Q3 		$4.64M Buy
58,000
+19,600
+51% +$1.48M 0.67% 46
2014
Q2 		$2.72M Buy
38,400
+10,031
+35% +$706K 0.49% 66
2014
Q1 		$2.1M Buy
28,369
+21,514
+314% +$1.62M 0.29% 66
2013
Q4 		$538K Buy
6,855
+6,452
+1,601% +$505K 0.08% 133
2013
Q3 		$30K Buy
+403
New +$29.7K 0.01% 230

Other funds holding CME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its CME Group (CME) stake by 8.7% in Q1 2026, selling an estimated $1.32M and leaving 46,992 shares worth $13.9M. The position accounts for 0.04% of the portfolio, ranked #442.

Carson Wealth (CWM LLC) first reported a position in CME in Q3 2013 and has held it in 50 quarters since. The position peaked at $16.2M in Q2 2025. 1,798 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Carson Wealth (CWM LLC) held 46,992 shares of CME Group worth $13.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 4,455 CME Group shares in Q1 2026, an estimated $1.32M.
  • CME Group made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #442 holding.
  • Carson Wealth (CWM LLC) first reported a position in CME Group in Q3 2013 and has held it in 50 quarters since.
  • Carson Wealth (CWM LLC)'s CME Group position peaked at $16.2M in Q2 2025.
  • 1,798 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

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