Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s First Merchants FRME Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FRME Stock Details FRME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$789K Sell
20,372
-1,661
-8% -$64.9K ﹤0.01% 1696
2025
Q4 		$826K Buy
22,033
+1,519
+7% +$56.3K ﹤0.01% 1612
2025
Q3 		$773K Buy
20,514
+14,444
+238% +$576K ﹤0.01% 1547
2025
Q2 		$232K Buy
6,070
+1,401
+30% +$51.9K ﹤0.01% 2047
2025
Q1 		$189K Buy
4,669
+1,432
+44% +$59.6K ﹤0.01% 1956
2024
Q4 		$129K Buy
3,237
+63
+2% +$2.55K ﹤0.01% 2114
2024
Q3 		$118K Buy
3,174
+1,254
+65% +$46.4K ﹤0.01% 2096
2024
Q2 		$64K Buy
1,920
+1,606
+511% +$53.7K ﹤0.01% 2287
2024
Q1 		$11K Buy
314
+28
+10% +$962 ﹤0.01% 3277
2023
Q4 		$11K Hold
286
– – ﹤0.01% 3134
2023
Q3 		$8K Hold
286
– – ﹤0.01% 3239
2023
Q2 		$8K Buy
286
+241
+536% +$6.84K ﹤0.01% 3198
2023
Q1 		$1K Sell
45
-132
-75% -$5.23K ﹤0.01% 3823
2022
Q4 		$7K Buy
177
+97
+121% +$4.1K ﹤0.01% 2998
2022
Q3 		$3K Buy
80
+72
+900% +$2.86K ﹤0.01% 3299
2022
Q2 		$0 Sell
8
-274
-97% -$10.8K ﹤0.01% 3889
2022
Q1 		$12K Buy
282
+124
+78% +$5.38K ﹤0.01% 2370
2021
Q4 		$7K Buy
+158
New +$6.62K ﹤0.01% 2545
2018
Q3 		– Sell
-22
Closed -$1K – 1899
2018
Q2 		$1K Buy
+22
New +$986 ﹤0.01% 1519

Other funds holding FRME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its First Merchants (FRME) stake by 7.5% in Q1 2026, selling an estimated $64.9K and leaving 20,372 shares worth $789K. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

Carson Wealth (CWM LLC) first reported a position in FRME in Q2 2018 and has held it in 19 quarters since. The position peaked at $826K in Q4 2025. 300 funds tracked by Wall St. Rank hold FRME as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,372 shares of First Merchants worth $789K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,661 First Merchants shares in Q1 2026, an estimated $64.9K.
  • First Merchants made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1696 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Merchants in Q2 2018 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s First Merchants position peaked at $826K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held First Merchants as of Q1 2026.

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