Carson Wealth (CWM LLC)
FLY

Carson Wealth (CWM LLC)’s Firefly Aerospace FLY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FLY Stock Details FLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$118K Buy
4,131
+4,121
+41,210% +$100K ﹤0.01% 3123
2025
Q4 		$0 Hold
10
– – ﹤0.01% 5739
2025
Q3 		$0 Buy
+10
New +$450 ﹤0.01% 5638

Other funds holding FLY

AIP
AE Industrial Partners Boca Raton, Florida $1.37B AUM 48.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Firefly Aerospace (FLY) stake by 41,210% in Q1 2026, buying an estimated $100K and bringing the position to 4,131 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #3123.

Carson Wealth (CWM LLC) first reported a position in FLY in Q3 2025 and has held it in 3 quarters since. 212 funds tracked by Wall St. Rank hold FLY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,131 shares of Firefly Aerospace worth $118K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,121 Firefly Aerospace shares in Q1 2026, an estimated $100K.
  • Firefly Aerospace made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3123 holding.
  • Carson Wealth (CWM LLC) first reported a position in Firefly Aerospace in Q3 2025 and has held it in 3 quarters since.
  • 212 funds tracked by Wall St. Rank held Firefly Aerospace as of Q1 2026.

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