Carson Wealth (CWM LLC)
HCC icon

Carson Wealth (CWM LLC)’s Warrior Met Coal HCC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$39.8K Buy
427
+26
+6% +$2.34K ﹤0.01% 3968
2025
Q4 		$35K Buy
401
+70
+21% +$5.26K ﹤0.01% 3851
2025
Q3 		$21K Buy
331
+81
+32% +$4.63K ﹤0.01% 4091
2025
Q2 		$11K Sell
250
-123
-33% -$5.71K ﹤0.01% 4238
2025
Q1 		$18K Buy
373
+94
+34% +$4.8K ﹤0.01% 3751
2024
Q4 		$15K Buy
279
+35
+14% +$2.24K ﹤0.01% 3626
2024
Q3 		$16K Sell
244
-441
-64% -$27.4K ﹤0.01% 3507
2024
Q2 		$43K Sell
685
-346
-34% -$22.4K ﹤0.01% 2582
2024
Q1 		$63K Buy
1,031
+869
+536% +$52.6K ﹤0.01% 2151
2023
Q4 		$10K Sell
162
-89
-35% -$4.7K ﹤0.01% 3178
2023
Q3 		$13K Buy
251
+11
+5% +$462 ﹤0.01% 2980
2023
Q2 		$9K Sell
240
-13
-5% -$471 ﹤0.01% 3133
2023
Q1 		$9K Sell
253
-16
-6% -$592 ﹤0.01% 3012
2022
Q4 		$9K Buy
269
+17
+7% +$601 ﹤0.01% 2855
2022
Q3 		$7K Buy
252
+116
+85% +$3.57K ﹤0.01% 2895
2022
Q2 		$4K Sell
136
-16
-11% -$554 ﹤0.01% 3084
2022
Q1 		$6K Buy
152
+16
+12% +$511 ﹤0.01% 2749
2021
Q4 		$3K Buy
+136
New +$3.27K ﹤0.01% 2980

Other funds holding HCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $327M AUM 71.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Warrior Met Coal (HCC) stake by 6.5% in Q1 2026, buying an estimated $2.34K and bringing the position to 427 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3968.

Carson Wealth (CWM LLC) first reported a position in HCC in Q4 2021 and has held it in 18 quarters since. The position peaked at $63K in Q1 2024. 344 funds tracked by Wall St. Rank hold HCC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 427 shares of Warrior Met Coal worth $39.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 26 Warrior Met Coal shares in Q1 2026, an estimated $2.34K.
  • Warrior Met Coal made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3968 holding.
  • Carson Wealth (CWM LLC) first reported a position in Warrior Met Coal in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Warrior Met Coal position peaked at $63K in Q1 2024.
  • 344 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2026.

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