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
2014
Q1 		– Sell
-62
Closed -$8K – 215
2013
Q4 		$8K Buy
+62
New +$4.85K ﹤0.01% 468

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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. 1,791 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.
  • 1,791 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.