Carson Wealth (CWM LLC)
FRMI

Carson Wealth (CWM LLC)’s Fermi Inc FRMI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FRMI Stock Details FRMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$103K Buy
17,654
+17,522
+13,274% +$153K ﹤0.01% 3242
2025
Q4 		$1K Buy
+132
New +$2.58K ﹤0.01% 5338

Other funds holding FRMI

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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Fermi Inc (FRMI) stake by 13,274% in Q1 2026, buying an estimated $153K and bringing the position to 17,654 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #3242.

Carson Wealth (CWM LLC) first reported a position in FRMI in Q4 2025 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold FRMI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17,654 shares of Fermi Inc worth $103K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 17,522 Fermi Inc shares in Q1 2026, an estimated $153K.
  • Fermi Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3242 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fermi Inc in Q4 2025 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held Fermi Inc as of Q1 2026.

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