Carson Wealth (CWM LLC)
EML icon

Carson Wealth (CWM LLC)’s Eastern Company EML Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EML Stock Details EML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.89K Sell
192
-11
-5% -$209 ﹤0.01% 5111
2025
Q4 		$4K Sell
203
-351
-63% -$7.17K ﹤0.01% 4883
2025
Q3 		$13K Buy
554
+349
+170% +$8.27K ﹤0.01% 4342
2025
Q2 		$5K Buy
205
+183
+832% +$4.12K ﹤0.01% 4600
2025
Q1 		$1K Buy
22
+16
+267% +$434 ﹤0.01% 4895
2024
Q4 		$0 Sell
6
-112
-95% -$3.34K ﹤0.01% 4970
2024
Q3 		$4K Buy
+118
New +$3.46K ﹤0.01% 4174

Other funds holding EML

BCG
Barington Capital Group New York $123M AUM 41.55% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Eastern Company (EML) stake by 5.4% in Q1 2026, selling an estimated $209 and leaving 192 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #5111.

Carson Wealth (CWM LLC) first reported a position in EML in Q3 2024 and has held it in 7 quarters since. The position peaked at $13K in Q3 2025. 75 funds tracked by Wall St. Rank hold EML as of Q1 2026.

  • Carson Wealth (CWM LLC) held 192 shares of Eastern Company worth $3.89K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 11 Eastern Company shares in Q1 2026, an estimated $209.
  • Eastern Company made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5111 holding.
  • Carson Wealth (CWM LLC) first reported a position in Eastern Company in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Eastern Company position peaked at $13K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Eastern Company as of Q1 2026.

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