Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Leonardo DRS DRS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DRS Stock Details DRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.52M Buy
56,508
+22,868
+68% +$964K 0.01% 1103
2025
Q4 		$1.15M Sell
33,640
-4,037
-11% -$149K ﹤0.01% 1415
2025
Q3 		$1.71M Buy
37,677
+30,958
+461% +$1.35M 0.01% 1158
2025
Q2 		$312K Buy
6,719
+1,201
+22% +$48.2K ﹤0.01% 1839
2025
Q1 		$181K Buy
5,518
+3,285
+147% +$108K ﹤0.01% 1984
2024
Q4 		$72K Buy
2,233
+649
+41% +$21.1K ﹤0.01% 2505
2024
Q3 		$45K Buy
1,584
+1,214
+328% +$33.3K ﹤0.01% 2763
2024
Q2 		$9K Buy
370
+190
+106% +$4.35K ﹤0.01% 3595
2024
Q1 		$4K Buy
180
+159
+757% +$3.3K ﹤0.01% 3747
2023
Q4 		$0 Buy
21
+14
+200% +$264 ﹤0.01% 4217
2023
Q3 		$0 Sell
7
-399
-98% -$6.73K ﹤0.01% 4245
2023
Q2 		$7K Buy
+406
New +$6.28K ﹤0.01% 3269
2023
Q1 		– Sell
-96
Closed -$1K – 4113
2022
Q4 		$1K Buy
+96
New +$1.11K ﹤0.01% 3729

Other funds holding DRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Leonardo DRS (DRS) stake by 68% in Q1 2026, buying an estimated $964K and bringing the position to 56,508 shares worth $2.52M. The position accounts for 0.01% of the portfolio, ranked #1103.

Carson Wealth (CWM LLC) first reported a position in DRS in Q4 2022 and has held it in 13 quarters since. 341 funds tracked by Wall St. Rank hold DRS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 56,508 shares of Leonardo DRS worth $2.52M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 22,868 Leonardo DRS shares in Q1 2026, an estimated $964K.
  • Leonardo DRS made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1103 holding.
  • Carson Wealth (CWM LLC) first reported a position in Leonardo DRS in Q4 2022 and has held it in 13 quarters since.
  • 341 funds tracked by Wall St. Rank held Leonardo DRS as of Q1 2026.

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