Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s General Motors GM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GM Stock Details GM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30M Buy
402,771
+88,330
+28% +$7.02M 0.08% 235
2025
Q4 		$25.6M Sell
314,441
-26,417
-8% -$1.86M 0.07% 252
2025
Q3 		$20.8M Buy
340,858
+114,756
+51% +$6.4M 0.06% 264
2025
Q2 		$11.1M Buy
226,102
+33,208
+17% +$1.57M 0.04% 371
2025
Q1 		$9.07M Buy
192,894
+114,108
+145% +$5.62M 0.04% 373
2024
Q4 		$4.2M Buy
78,786
+21,203
+37% +$1.11M 0.02% 519
2024
Q3 		$2.58M Buy
57,583
+8,700
+18% +$403K 0.01% 622
2024
Q2 		$2.27M Buy
48,883
+9,630
+25% +$435K 0.01% 615
2024
Q1 		$1.78M Buy
39,253
+17,165
+78% +$665K 0.01% 658
2023
Q4 		$793K Sell
22,088
-7,636
-26% -$236K ﹤0.01% 905
2023
Q3 		$980K Buy
29,724
+4,265
+17% +$152K 0.01% 763
2023
Q2 		$982K Buy
25,459
+1,578
+7% +$54.6K 0.01% 724
2023
Q1 		$876K Buy
23,881
+2,722
+13% +$103K 0.01% 694
2022
Q4 		$712K Buy
21,159
+1,428
+7% +$52.8K 0.01% 706
2022
Q3 		$633K Buy
19,731
+3,661
+23% +$134K 0.01% 685
2022
Q2 		$510K Buy
16,070
+3,758
+31% +$141K ﹤0.01% 726
2022
Q1 		$539K Sell
12,312
-3,092
-20% -$154K ﹤0.01% 711
2021
Q4 		$903K Buy
+15,404
New +$900K 0.01% 595
2021
Q2 		$769K Hold
13,002
– – 0.01% 608
2021
Q1 		$769K Hold
13,002
– – 0.01% 608
2020
Q4 		$769K Hold
13,002
– – 0.01% 608
2020
Q3 		$769K Hold
13,002
– – 0.01% 608
2020
Q2 		$769K Hold
13,002
– – 0.01% 608
2020
Q1 		$769K Hold
13,002
– – 0.01% 608
2019
Q4 		$769K Hold
13,002
– – 0.01% 608
2019
Q3 		$769K Hold
13,002
– – 0.01% 608
2019
Q2 		$769K Hold
13,002
– – 0.01% 608
2019
Q1 		$769K Buy
13,002
+12,384
+2,004% +$470K 0.01% 608
2018
Q4 		$21K Sell
618
-1,214
-66% -$41.9K ﹤0.01% 1119
2018
Q3 		$62K Sell
1,832
-1,678
-48% -$61.8K ﹤0.01% 706
2018
Q2 		$138K Buy
3,510
+1,826
+108% +$71.9K ﹤0.01% 479
2018
Q1 		$61K Buy
1,684
+168
+11% +$6.81K ﹤0.01% 522
2017
Q4 		$62K Buy
1,516
+333
+28% +$14.4K ﹤0.01% 498
2017
Q3 		$48K Buy
1,183
+91
+8% +$3.32K ﹤0.01% 537
2017
Q2 		$38K Buy
1,092
+8
+0.7% +$272 ﹤0.01% 515
2017
Q1 		$38K Sell
1,084
-153
-12% -$5.59K ﹤0.01% 504
2016
Q4 		$43K Buy
1,237
+12
+1% +$403 ﹤0.01% 469
2016
Q3 		$39K Buy
1,225
+264
+27% +$8.24K ﹤0.01% 450
2016
Q2 		$27K Hold
961
– – ﹤0.01% 433
2016
Q1 		$30K Buy
+961
New +$28.9K ﹤0.01% 399
2015
Q4 		– Sell
-1
Closed – – 710
2015
Q3 		$0 Buy
+1
New +$31 ﹤0.01% 643
2014
Q1 		– Sell
-880
Closed -$36K – 283
2013
Q4 		$36K Buy
+880
New +$33.2K 0.01% 303

Other funds holding GM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its General Motors (GM) stake by 28% in Q1 2026, buying an estimated $7.02M and bringing the position to 402,771 shares worth $30M. The position accounts for 0.08% of the portfolio, ranked #235.

Carson Wealth (CWM LLC) first reported a position in GM in Q4 2013 and has held it in 42 quarters since. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 402,771 shares of General Motors worth $30M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 88,330 General Motors shares in Q1 2026, an estimated $7.02M.
  • General Motors made up 0.08% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #235 holding.
  • Carson Wealth (CWM LLC) first reported a position in General Motors in Q4 2013 and has held it in 42 quarters since.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

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