Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Curtiss-Wright CW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.1M Buy
22,147
+3,722
+20% +$2.48M 0.04% 416
2025
Q4 		$10.2M Buy
18,425
+7,944
+76% +$4.43M 0.03% 524
2025
Q3 		$5.69M Buy
10,481
+5,274
+101% +$2.6M 0.02% 662
2025
Q2 		$2.54M Buy
5,207
+3,298
+173% +$1.3M 0.01% 861
2025
Q1 		$606K Buy
1,909
+448
+31% +$151K ﹤0.01% 1382
2024
Q4 		$518K Buy
1,461
+233
+19% +$83.9K ﹤0.01% 1362
2024
Q3 		$404K Buy
1,228
+563
+85% +$167K ﹤0.01% 1407
2024
Q2 		$180K Sell
665
-88
-12% -$23.5K ﹤0.01% 1636
2024
Q1 		$193K Buy
753
+9
+1% +$2.09K ﹤0.01% 1532
2023
Q4 		$166K Buy
744
+282
+61% +$59K ﹤0.01% 1501
2023
Q3 		$90K Sell
462
-19
-4% -$3.77K ﹤0.01% 1698
2023
Q2 		$88K Buy
481
+15
+3% +$2.56K ﹤0.01% 1633
2023
Q1 		$82K Buy
466
+58
+14% +$9.82K ﹤0.01% 1588
2022
Q4 		$68K Sell
408
-184
-31% -$30.6K ﹤0.01% 1566
2022
Q3 		$82K Sell
592
-26
-4% -$3.69K ﹤0.01% 1423
2022
Q2 		$82K Sell
618
-71
-10% -$10.1K ﹤0.01% 1390
2022
Q1 		$103K Buy
689
+5
+0.7% +$711 ﹤0.01% 1316
2021
Q4 		$95K Buy
+684
New +$90.3K ﹤0.01% 1314

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Curtiss-Wright (CW) stake by 20% in Q1 2026, buying an estimated $2.48M and bringing the position to 22,147 shares worth $15.1M. The position accounts for 0.04% of the portfolio, ranked #416.

Carson Wealth (CWM LLC) first reported a position in CW in Q4 2021 and has held it in 18 quarters since. 905 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 22,147 shares of Curtiss-Wright worth $15.1M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,722 Curtiss-Wright shares in Q1 2026, an estimated $2.48M.
  • Curtiss-Wright made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #416 holding.
  • Carson Wealth (CWM LLC) first reported a position in Curtiss-Wright in Q4 2021 and has held it in 18 quarters since.
  • 905 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

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