Carson Wealth (CWM LLC)
DJT icon

Carson Wealth (CWM LLC)’s Trump Media & Technology Group DJT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$360K Buy
38,841
+29,667
+323% +$341K ﹤0.01% 2263
2025
Q4 		$121K Buy
9,174
+2,647
+41% +$36.1K ﹤0.01% 2927
2025
Q3 		$107K Sell
6,527
-42
-0.6% -$745 ﹤0.01% 2935
2025
Q2 		$119K Sell
6,569
-3,197
-33% -$69.5K ﹤0.01% 2574
2025
Q1 		$191K Buy
9,766
+3,836
+65% +$108K ﹤0.01% 1952
2024
Q4 		$202K Buy
5,930
+1,848
+45% +$58.8K ﹤0.01% 1819
2024
Q3 		$66K Buy
4,082
+264
+7% +$6.4K ﹤0.01% 2485
2024
Q2 		$125K Buy
3,818
+170
+5% +$7.14K ﹤0.01% 1840
2024
Q1 		$226K Buy
3,648
+1,846
+102% +$71.6K ﹤0.01% 1456
2023
Q4 		$32K Hold
1,802
– – ﹤0.01% 2481
2023
Q3 		$30K Sell
1,802
-28
-2% -$436 ﹤0.01% 2417
2023
Q2 		$23K Buy
1,830
+428
+31% +$5.61K ﹤0.01% 2558
2023
Q1 		$20K Sell
1,402
-514
-27% -$7.63K ﹤0.01% 2529
2022
Q4 		$29K Hold
1,916
– – ﹤0.01% 2118
2022
Q3 		$32K Hold
1,916
– – ﹤0.01% 1924
2022
Q2 		$46K Buy
+1,916
New +$80K ﹤0.01% 1670
2022
Q1 		– Sell
-485
Closed -$25K – 3915
2021
Q4 		$25K Buy
+485
New +$21.9K ﹤0.01% 1874

Other funds holding DJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Carson Wealth (CWM LLC) increased its Trump Media & Technology Group (DJT) stake by 323% in Q1 2026, buying an estimated $341K and bringing the position to 38,841 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #2263.

Carson Wealth (CWM LLC) first reported a position in DJT in Q4 2021 and has held it in 17 quarters since. 328 funds tracked by Wall St. Rank hold DJT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 38,841 shares of Trump Media & Technology Group worth $360K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 29,667 Trump Media & Technology Group shares in Q1 2026, an estimated $341K.
  • Trump Media & Technology Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2263 holding.
  • Carson Wealth (CWM LLC) first reported a position in Trump Media & Technology Group in Q4 2021 and has held it in 17 quarters since.
  • 328 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2026.

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