Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Crane Co CR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CR Stock Details CR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.55M Buy
14,889
+5,981
+67% +$1.15M 0.01% 1095
2025
Q4 		$1.64M Sell
8,908
-2,231
-20% -$414K ﹤0.01% 1236
2025
Q3 		$2.05M Buy
11,139
+8,529
+327% +$1.61M 0.01% 1087
2025
Q2 		$496K Buy
2,610
+1,690
+184% +$280K ﹤0.01% 1596
2025
Q1 		$141K Buy
920
+381
+71% +$61.1K ﹤0.01% 2147
2024
Q4 		$82K Sell
539
-64
-11% -$10.6K ﹤0.01% 2415
2024
Q3 		$96K Sell
603
-25
-4% -$3.77K ﹤0.01% 2214
2024
Q2 		$91K Buy
628
+22
+4% +$3.12K ﹤0.01% 2026
2024
Q1 		$82K Buy
606
+131
+28% +$16.1K ﹤0.01% 1998
2023
Q4 		$56K Buy
475
+2
+0.4% +$202 ﹤0.01% 2100
2023
Q3 		$42K Sell
473
-134
-22% -$11.9K ﹤0.01% 2170
2023
Q2 		$54K Buy
+607
New +$46.9K ﹤0.01% 1919

Other funds holding CR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Crane Co (CR) stake by 67% in Q1 2026, buying an estimated $1.15M and bringing the position to 14,889 shares worth $2.55M. The position accounts for 0.01% of the portfolio, ranked #1095.

Carson Wealth (CWM LLC) first reported a position in CR in Q2 2023 and has held it in 12 quarters since. 562 funds tracked by Wall St. Rank hold CR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,889 shares of Crane Co worth $2.55M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,981 Crane Co shares in Q1 2026, an estimated $1.15M.
  • Crane Co made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1095 holding.
  • Carson Wealth (CWM LLC) first reported a position in Crane Co in Q2 2023 and has held it in 12 quarters since.
  • 562 funds tracked by Wall St. Rank held Crane Co as of Q1 2026.

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