Carson Wealth (CWM LLC)’s Core Molding Technologies CMT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CMT Stock Details CMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.29K	Buy	236 +11	+5%	+$216	﹤0.01%	5003
2025 Q4	$5K	Sell	225 -52	-19%	-$996	﹤0.01%	4802
2025 Q3	$6K	Buy	277 +104	+60%	+$1.93K	﹤0.01%	4663
2025 Q2	$3K	Buy	173 +102	+144%	+$1.6K	﹤0.01%	4750
2025 Q1	$1K	Sell	71 -90	-56%	-$1.29K	﹤0.01%	4879
2024 Q4	$3K	Sell	161 -23	-13%	-$378	﹤0.01%	4391
2024 Q3	$3K	Buy	184 +35	+23%	+$610	﹤0.01%	4251
2024 Q2	$2K	Buy	149 +42	+39%	+$768	﹤0.01%	4177
2024 Q1	$2K	Buy	107 +77	+257%	+$1.38K	﹤0.01%	3949
2023 Q4	$1K	Buy	+30	New	+$655	﹤0.01%	3918

Other funds holding CMT

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Core Molding Technologies (CMT) stake by 4.9% in Q1 2026, buying an estimated $216 and bringing the position to 236 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #5003.

Carson Wealth (CWM LLC) first reported a position in CMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $6K in Q3 2025. 97 funds tracked by Wall St. Rank hold CMT as of Q1 2026.

Carson Wealth (CWM LLC) held 236 shares of Core Molding Technologies worth $5.29K as of Q1 2026.
Carson Wealth (CWM LLC) bought 11 Core Molding Technologies shares in Q1 2026, an estimated $216.
Core Molding Technologies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5003 holding.
Carson Wealth (CWM LLC) first reported a position in Core Molding Technologies in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s Core Molding Technologies position peaked at $6K in Q3 2025.
97 funds tracked by Wall St. Rank held Core Molding Technologies as of Q1 2026.

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