Carson Wealth (CWM LLC)
CRML icon

Carson Wealth (CWM LLC)’s Critical Metals Corp CRML Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CRML Stock Details CRML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$202K Buy
25,386
+316
+1% +$3.64K ﹤0.01% 2742
2025
Q4 		$174K Buy
25,070
+105
+0.4% +$1.15K ﹤0.01% 2682
2025
Q3 		$155K Sell
24,965
-6,319
-20% -$32.4K ﹤0.01% 2644
2025
Q2 		$112K Buy
31,284
+25,663
+457% +$46.8K ﹤0.01% 2612
2025
Q1 		$8K Buy
5,621
+5,320
+1,767% +$24.2K ﹤0.01% 4247
2024
Q4 		$2K Buy
301
+123
+69% +$823 ﹤0.01% 4631
2024
Q3 		$1K Buy
+178
New +$1.6K ﹤0.01% 4754

Other funds holding CRML

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marex Group
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HRT Financial
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bridgewater Associates
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Critical Metals Corp (CRML) stake by 1.3% in Q1 2026, buying an estimated $3.64K and bringing the position to 25,386 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #2742.

Carson Wealth (CWM LLC) first reported a position in CRML in Q3 2024 and has held it in 7 quarters since. 166 funds tracked by Wall St. Rank hold CRML as of Q1 2026.

  • Carson Wealth (CWM LLC) held 25,386 shares of Critical Metals Corp worth $202K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 316 Critical Metals Corp shares in Q1 2026, an estimated $3.64K.
  • Critical Metals Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2742 holding.
  • Carson Wealth (CWM LLC) first reported a position in Critical Metals Corp in Q3 2024 and has held it in 7 quarters since.
  • 166 funds tracked by Wall St. Rank held Critical Metals Corp as of Q1 2026.

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