Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s GrafTech EAF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EAF Stock Details EAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$75 Sell
11
-32
-74% -$338 ﹤0.01% 5589
2025
Q4 		$1K Sell
43
-2,359
-98% -$35.9K ﹤0.01% 5202
2025
Q3 		$30K Sell
2,402
-4,232
-64% -$49K ﹤0.01% 3880
2025
Q2 		$65K Buy
6,634
+2,582
+64% +$22.8K ﹤0.01% 3069
2025
Q1 		$35K Buy
4,052
+3,920
+2,970% +$50.9K ﹤0.01% 3256
2024
Q4 		$2K Buy
132
+91
+222% +$1.7K ﹤0.01% 4525
2024
Q3 		$1K Buy
41
+21
+105% +$175 ﹤0.01% 4562
2024
Q2 		$0 Buy
+20
New +$308 ﹤0.01% 4662
2024
Q1 		– Sell
-1,400
Closed -$31K – 4411
2023
Q4 		$31K Buy
1,400
+951
+212% +$26.9K ﹤0.01% 2487
2023
Q3 		$17K Sell
449
-101
-18% -$4.22K ﹤0.01% 2781
2023
Q2 		$28K Buy
550
+189
+52% +$8.79K ﹤0.01% 2407
2023
Q1 		$18K Sell
361
-4
-1% -$216 ﹤0.01% 2568
2022
Q4 		$17K Sell
365
-289
-44% -$14K ﹤0.01% 2471
2022
Q3 		$28K Buy
+654
New +$41.6K ﹤0.01% 2000
2022
Q2 		– Sell
-36
Closed -$4K – 3859
2022
Q1 		$4K Hold
36
– – ﹤0.01% 2916
2021
Q4 		$4K Buy
+36
New +$4.17K ﹤0.01% 2811
2021
Q2 		$11K Hold
95
– – ﹤0.01% 2051
2021
Q1 		$11K Hold
95
– – ﹤0.01% 2051
2020
Q4 		$11K Hold
95
– – ﹤0.01% 2050
2020
Q3 		$11K Hold
95
– – ﹤0.01% 2049
2020
Q2 		$11K Hold
95
– – ﹤0.01% 2049
2020
Q1 		$11K Hold
95
– – ﹤0.01% 2049
2019
Q4 		$11K Hold
95
– – ﹤0.01% 2049
2019
Q3 		$11K Hold
95
– – ﹤0.01% 2049
2019
Q2 		$11K Hold
95
– – ﹤0.01% 2049
2019
Q1 		$11K Buy
+95
New +$12.6K ﹤0.01% 2049
2018
Q4 		– Sell
-100
Closed -$20K – 2119
2018
Q3 		$20K Buy
+100
New +$18.9K ﹤0.01% 948

Other funds holding EAF

MAMNY
Marathon Asset Management (New York) New York $41.5M AUM 245.82% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BSP
Benefit Street Partners New York $69.6M AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its GrafTech (EAF) stake by 74% in Q1 2026, selling an estimated $338 and leaving 11 shares worth $75. The position accounts for ﹤0.01% of the portfolio, ranked #5589.

Carson Wealth (CWM LLC) first reported a position in EAF in Q3 2018 and has held it in 27 quarters since. The position peaked at $65K in Q2 2025. 82 funds tracked by Wall St. Rank hold EAF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11 shares of GrafTech worth $75 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 32 GrafTech shares in Q1 2026, an estimated $338.
  • GrafTech made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5589 holding.
  • Carson Wealth (CWM LLC) first reported a position in GrafTech in Q3 2018 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s GrafTech position peaked at $65K in Q2 2025.
  • 82 funds tracked by Wall St. Rank held GrafTech as of Q1 2026.

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