Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Compass Minerals CMP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CMP Stock Details CMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.8K Buy
1,577
+18
+1% +$424 ﹤0.01% 4021
2025
Q4 		$31K Buy
1,559
+338
+28% +$6.25K ﹤0.01% 3925
2025
Q3 		$23K Sell
1,221
-142
-10% -$2.82K ﹤0.01% 4032
2025
Q2 		$27K Buy
1,363
+664
+95% +$10.7K ﹤0.01% 3706
2025
Q1 		$6K Buy
699
+17
+2% +$194 ﹤0.01% 4346
2024
Q4 		$8K Sell
682
-268
-28% -$3.5K ﹤0.01% 3978
2024
Q3 		$11K Sell
950
-2,071
-69% -$21.9K ﹤0.01% 3721
2024
Q2 		$31K Buy
3,021
+127
+4% +$1.64K ﹤0.01% 2804
2024
Q1 		$46K Buy
2,894
+1,507
+109% +$31.6K ﹤0.01% 2337
2023
Q4 		$35K Buy
1,387
+68
+5% +$1.74K ﹤0.01% 2388
2023
Q3 		$37K Buy
1,319
+77
+6% +$2.48K ﹤0.01% 2261
2023
Q2 		$42K Buy
1,242
+97
+8% +$3.22K ﹤0.01% 2103
2023
Q1 		$39K Buy
1,145
+612
+115% +$24.5K ﹤0.01% 2040
2022
Q4 		$22K Buy
533
+25
+5% +$1.03K ﹤0.01% 2284
2022
Q3 		$20K Buy
508
+62
+14% +$2.36K ﹤0.01% 2210
2022
Q2 		$16K Buy
446
+46
+12% +$2.28K ﹤0.01% 2257
2022
Q1 		$25K Sell
400
-9
-2% -$511 ﹤0.01% 1940
2021
Q4 		$21K Buy
+409
New +$24.9K ﹤0.01% 1961
2021
Q2 		$38K Hold
633
– – ﹤0.01% 1510
2021
Q1 		$38K Hold
633
– – ﹤0.01% 1510
2020
Q4 		$38K Hold
633
– – ﹤0.01% 1510
2020
Q3 		$38K Hold
633
– – ﹤0.01% 1510
2020
Q2 		$38K Hold
633
– – ﹤0.01% 1509
2020
Q1 		$38K Hold
633
– – ﹤0.01% 1509
2019
Q4 		$38K Hold
633
– – ﹤0.01% 1509
2019
Q3 		$38K Hold
633
– – ﹤0.01% 1509
2019
Q2 		$38K Hold
633
– – ﹤0.01% 1509
2019
Q1 		$38K Sell
633
-1,897
-75% -$96K ﹤0.01% 1509
2018
Q4 		$105K Sell
2,530
-10
-0.4% -$527 ﹤0.01% 720
2018
Q3 		$171K Buy
2,540
+399
+19% +$26K ﹤0.01% 538
2018
Q2 		$141K Buy
+2,141
New +$143K ﹤0.01% 473
2017
Q4 		– Sell
-78
Closed -$5K – 1468
2017
Q3 		$5K Buy
+78
New +$5.21K ﹤0.01% 1068
2016
Q4 		– Sell
-114
Closed -$8K – 1106
2016
Q3 		$8K Buy
+114
New +$8.26K ﹤0.01% 737

Other funds holding CMP

KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
GCM
Gumshoe Capital Management New York $123M AUM

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

Carson Wealth (CWM LLC) increased its Compass Minerals (CMP) stake by 1.2% in Q1 2026, buying an estimated $424 and bringing the position to 1,577 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4021.

Carson Wealth (CWM LLC) first reported a position in CMP in Q3 2016 and has held it in 33 quarters since. The position peaked at $171K in Q3 2018. 204 funds tracked by Wall St. Rank hold CMP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,577 shares of Compass Minerals worth $36.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 18 Compass Minerals shares in Q1 2026, an estimated $424.
  • Compass Minerals made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4021 holding.
  • Carson Wealth (CWM LLC) first reported a position in Compass Minerals in Q3 2016 and has held it in 33 quarters since.
  • Carson Wealth (CWM LLC)'s Compass Minerals position peaked at $171K in Q3 2018.
  • 204 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2026.

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