Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s GATX Corp GATX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GATX Stock Details GATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$160K Sell
935
-9
-1% -$1.62K ﹤0.01% 2915
2025
Q4 		$160K Buy
944
+136
+17% +$22.4K ﹤0.01% 2739
2025
Q3 		$141K Buy
808
+167
+26% +$27K ﹤0.01% 2717
2025
Q2 		$98K Buy
641
+20
+3% +$3K ﹤0.01% 2750
2025
Q1 		$96K Buy
621
+70
+13% +$11.1K ﹤0.01% 2456
2024
Q4 		$85K Buy
551
+64
+13% +$9.53K ﹤0.01% 2395
2024
Q3 		$65K Buy
487
+82
+20% +$11.3K ﹤0.01% 2491
2024
Q2 		$54K Buy
405
+70
+21% +$9.22K ﹤0.01% 2432
2024
Q1 		$45K Buy
335
+204
+156% +$25.7K ﹤0.01% 2352
2023
Q4 		$16K Sell
131
-178
-58% -$19.6K ﹤0.01% 2905
2023
Q3 		$34K Sell
309
-27
-8% -$3.26K ﹤0.01% 2321
2023
Q2 		$43K Buy
336
+164
+95% +$19.2K ﹤0.01% 2090
2023
Q1 		$19K Buy
172
+28
+19% +$3.05K ﹤0.01% 2541
2022
Q4 		$15K Sell
144
-9
-6% -$937 ﹤0.01% 2556
2022
Q3 		$13K Buy
153
+118
+337% +$11.4K ﹤0.01% 2513
2022
Q2 		$3K Sell
35
-5
-13% -$533 ﹤0.01% 3194
2022
Q1 		$5K Buy
40
+8
+25% +$875 ﹤0.01% 2829
2021
Q4 		$3K Buy
+32
New +$3.19K ﹤0.01% 2972
2016
Q4 		– Sell
-130
Closed -$6K – 1127
2016
Q3 		$6K Buy
+130
New +$5.73K ﹤0.01% 796

Other funds holding GATX

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its GATX Corp (GATX) stake by 0.95% in Q1 2026, selling an estimated $1.62K and leaving 935 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #2915.

Carson Wealth (CWM LLC) first reported a position in GATX in Q3 2016 and has held it in 19 quarters since. The position peaked at $160K in Q4 2025. 396 funds tracked by Wall St. Rank hold GATX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 935 shares of GATX Corp worth $160K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 9 GATX Corp shares in Q1 2026, an estimated $1.62K.
  • GATX Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2915 holding.
  • Carson Wealth (CWM LLC) first reported a position in GATX Corp in Q3 2016 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s GATX Corp position peaked at $160K in Q4 2025.
  • 396 funds tracked by Wall St. Rank held GATX Corp as of Q1 2026.

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