Carson Wealth (CWM LLC)’s Cemex CX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $480K | Buy |
41,949
+8,206
| +24% | +$97.8K | ﹤0.01% | 2047 |
|
|
2025
Q4 | $388K | Buy |
33,743
+30,554
| +958% | +$316K | ﹤0.01% | 2081 |
|
|
2025
Q3 | $29K | Buy |
3,189
+295
| +10% | +$2.52K | ﹤0.01% | 3901 |
|
|
2025
Q2 | $20K | Buy |
2,894
+1,023
| +55% | +$6.49K | ﹤0.01% | 3902 |
|
|
2025
Q1 | $10K | Sell |
1,871
-558
| -23% | -$3.38K | ﹤0.01% | 4096 |
|
|
2024
Q4 | $14K | Sell |
2,429
-759
| -24% | -$4.31K | ﹤0.01% | 3666 |
|
|
2024
Q3 | $19K | Buy |
3,188
+419
| +15% | +$2.63K | ﹤0.01% | 3381 |
|
|
2024
Q2 | $18K | Sell |
2,769
-745
| -21% | -$5.7K | ﹤0.01% | 3171 |
|
|
2024
Q1 | $32K | Buy |
3,514
+1,506
| +75% | +$12.1K | ﹤0.01% | 2597 |
|
|
2023
Q4 | $16K | Buy |
2,008
+854
| +74% | +$5.8K | ﹤0.01% | 2899 |
|
|
2023
Q3 | $8K | Sell |
1,154
-22
| -2% | -$163 | ﹤0.01% | 3233 |
|
|
2023
Q2 | $8K | Buy |
1,176
+442
| +60% | +$2.81K | ﹤0.01% | 3191 |
|
|
2023
Q1 | $4K | Buy |
734
+298
| +68% | +$1.51K | ﹤0.01% | 3368 |
|
|
2022
Q4 | $2K | Sell |
436
-217
| -33% | -$868 | ﹤0.01% | 3522 |
|
|
2022
Q3 | $2K | Buy |
+653
| New | +$2.58K | ﹤0.01% | 3434 |
|
|
2022
Q2 | – | Sell |
-324
| Closed | -$2K | – | 3838 |
|
|
2022
Q1 | $2K | Buy |
+324
| New | +$1.84K | ﹤0.01% | 3152 |
|
|
2021
Q2 | $0 | Hold |
47
| – | – | ﹤0.01% | 2945 |
|
|
2021
Q1 | $0 | Hold |
47
| – | – | ﹤0.01% | 2945 |
|
|
2020
Q4 | $0 | Hold |
47
| – | – | ﹤0.01% | 2944 |
|
|
2020
Q3 | $0 | Hold |
47
| – | – | ﹤0.01% | 2944 |
|
|
2020
Q2 | $0 | Hold |
47
| – | – | ﹤0.01% | 2944 |
|
|
2020
Q1 | $0 | Hold |
47
| – | – | ﹤0.01% | 2944 |
|
|
2019
Q4 | $0 | Hold |
47
| – | – | ﹤0.01% | 2943 |
|
|
2019
Q3 | $0 | Hold |
47
| – | – | ﹤0.01% | 2943 |
|
|
2019
Q2 | $0 | Hold |
47
| – | – | ﹤0.01% | 2943 |
|
|
2019
Q1 | $0 | Buy |
+47
| New | +$235 | ﹤0.01% | 2993 |
|
|
2018
Q2 | – | Sell |
-227
| Closed | -$2K | – | 1699 |
|
|
2018
Q1 | $2K | Sell |
227
-390
| -63% | -$2.92K | ﹤0.01% | 1159 |
|
|
2017
Q4 | $5K | Hold |
617
| – | – | ﹤0.01% | 1079 |
|
|
2017
Q3 | $6K | Buy |
+617
| New | +$5.85K | ﹤0.01% | 1016 |
|
|
2016
Q4 | – | Sell |
-6
| Closed | – | – | 1111 |
|
|
2016
Q3 | $0 | Buy |
+6
| New | +$44 | ﹤0.01% | 998 |
|
Other funds holding CX
OAG
PC
IUHSA
Carson Wealth (CWM LLC)'s CX Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Cemex (CX) stake by 24% in Q1 2026, buying an estimated $97.8K and bringing the position to 41,949 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #2047.
Carson Wealth (CWM LLC) first reported a position in CX in Q3 2016 and has held it in 30 quarters since. 312 funds tracked by Wall St. Rank hold CX as of Q1 2026.
- Carson Wealth (CWM LLC) held 41,949 shares of Cemex worth $480K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 8,206 Cemex shares in Q1 2026, an estimated $97.8K.
- Cemex made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2047 holding.
- Carson Wealth (CWM LLC) first reported a position in Cemex in Q3 2016 and has held it in 30 quarters since.
- 312 funds tracked by Wall St. Rank held Cemex as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.