Carson Wealth (CWM LLC)
CNR

Carson Wealth (CWM LLC)’s Core Natural Resources Inc CNR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CNR Stock Details CNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$67.8K Buy
647
+309
+91% +$29.4K ﹤0.01% 3577
2025
Q4 		$30K Buy
338
+106
+46% +$9.04K ﹤0.01% 3961
2025
Q3 		$19K Sell
232
-2
-0.9% -$150 ﹤0.01% 4174
2025
Q2 		$16K Buy
234
+58
+33% +$4.12K ﹤0.01% 4059
2025
Q1 		$14K Sell
176
-588
-77% -$49.7K ﹤0.01% 3933
2024
Q4 		$82K Buy
764
+222
+41% +$25.6K ﹤0.01% 2425
2024
Q3 		$57K Buy
542
+11
+2% +$1.07K ﹤0.01% 2599
2024
Q2 		$54K Buy
531
+220
+71% +$20K ﹤0.01% 2438
2024
Q1 		$26K Buy
311
+195
+168% +$17.4K ﹤0.01% 2743
2023
Q4 		$12K Sell
116
-10
-8% -$1.02K ﹤0.01% 3107
2023
Q3 		$13K Buy
126
+14
+13% +$1.14K ﹤0.01% 3016
2023
Q2 		$8K Sell
112
-9
-7% -$549 ﹤0.01% 3245
2023
Q1 		$7K Buy
121
+27
+29% +$1.54K ﹤0.01% 3175
2022
Q4 		$6K Sell
94
-45
-32% -$3.04K ﹤0.01% 3124
2022
Q3 		$9K Buy
+139
New +$8.8K ﹤0.01% 2776
2022
Q1 		– Sell
-142
Closed -$3K – 3917
2021
Q4 		$3K Buy
+142
New +$3.68K ﹤0.01% 3054
2019
Q1 		– Sell
-21
Closed -$1K – 3314
2018
Q4 		$1K Buy
21
+1
+5% +$37 ﹤0.01% 2019
2018
Q3 		$1K Buy
+20
New +$841 ﹤0.01% 1776

Other funds holding CNR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MIM
Merewether Investment Management Dallas, Texas $5.31B AUM 73.7% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Core Natural Resources Inc (CNR) stake by 91% in Q1 2026, buying an estimated $29.4K and bringing the position to 647 shares worth $67.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3577.

Carson Wealth (CWM LLC) first reported a position in CNR in Q3 2018 and has held it in 18 quarters since. The position peaked at $82K in Q4 2024. 380 funds tracked by Wall St. Rank hold CNR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 647 shares of Core Natural Resources Inc worth $67.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 309 Core Natural Resources Inc shares in Q1 2026, an estimated $29.4K.
  • Core Natural Resources Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3577 holding.
  • Carson Wealth (CWM LLC) first reported a position in Core Natural Resources Inc in Q3 2018 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Core Natural Resources Inc position peaked at $82K in Q4 2024.
  • 380 funds tracked by Wall St. Rank held Core Natural Resources Inc as of Q1 2026.

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