Carson Wealth (CWM LLC)
FMBH icon

Carson Wealth (CWM LLC)’s First Mid Bancshares FMBH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FMBH Stock Details FMBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$261K Buy
6,348
+65
+1% +$2.69K ﹤0.01% 2496
2025
Q4 		$245K Buy
6,283
+343
+6% +$13.1K ﹤0.01% 2400
2025
Q3 		$225K Buy
5,940
+992
+20% +$38.7K ﹤0.01% 2354
2025
Q2 		$186K Buy
4,948
+1,157
+31% +$40.5K ﹤0.01% 2232
2025
Q1 		$132K Buy
3,791
+2,410
+175% +$88.9K ﹤0.01% 2195
2024
Q4 		$51K Buy
1,381
+148
+12% +$5.89K ﹤0.01% 2780
2024
Q3 		$48K Buy
1,233
+349
+39% +$13.2K ﹤0.01% 2719
2024
Q2 		$29K Buy
884
+685
+344% +$21.5K ﹤0.01% 2860
2024
Q1 		$7K Buy
+199
New +$6.28K ﹤0.01% 3499
2023
Q2 		– Sell
-286
Closed -$8K – 4259
2023
Q1 		$8K Buy
286
+178
+165% +$5.42K ﹤0.01% 3074
2022
Q4 		$3K Buy
+108
New +$3.66K ﹤0.01% 3405

Other funds holding FMBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its First Mid Bancshares (FMBH) stake by 1% in Q1 2026, buying an estimated $2.69K and bringing the position to 6,348 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #2496.

Carson Wealth (CWM LLC) first reported a position in FMBH in Q4 2022 and has held it in 11 quarters since. 171 funds tracked by Wall St. Rank hold FMBH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,348 shares of First Mid Bancshares worth $261K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 65 First Mid Bancshares shares in Q1 2026, an estimated $2.69K.
  • First Mid Bancshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2496 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Mid Bancshares in Q4 2022 and has held it in 11 quarters since.
  • 171 funds tracked by Wall St. Rank held First Mid Bancshares as of Q1 2026.

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