Carson Wealth (CWM LLC)
HCM icon

Carson Wealth (CWM LLC)’s HUTCHMED HCM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HCM Stock Details HCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30 Sell
2
-26
-93% -$380 ﹤0.01% 5622
2025
Q4 		$0 Hold
28
– – ﹤0.01% 5469
2025
Q3 		$0 Hold
28
– – ﹤0.01% 5385
2025
Q2 		$0 Hold
28
– – ﹤0.01% 5186
2025
Q1 		$0 Hold
28
– – ﹤0.01% 5114
2024
Q4 		$0 Sell
28
-21
-43% -$375 ﹤0.01% 5004
2024
Q3 		$1K Hold
49
– – ﹤0.01% 4591
2024
Q2 		$1K Hold
49
– – ﹤0.01% 4391
2024
Q1 		$1K Hold
49
– – ﹤0.01% 4141
2023
Q4 		$1K Hold
49
– – ﹤0.01% 3960
2023
Q3 		$1K Hold
49
– – ﹤0.01% 3991
2023
Q2 		$1K Hold
49
– – ﹤0.01% 3967
2023
Q1 		$1K Sell
49
-114
-70% -$1.87K ﹤0.01% 3841
2022
Q4 		$2K Buy
163
+142
+676% +$1.55K ﹤0.01% 3556
2022
Q3 		$0 Sell
21
-7
-25% -$88 ﹤0.01% 4028
2022
Q2 		$0 Buy
28
+7
+33% +$89 ﹤0.01% 3919
2022
Q1 		$0 Sell
21
-14
-40% -$356 ﹤0.01% 3651
2021
Q4 		$1K Buy
+35
New +$1.14K ﹤0.01% 3308
2021
Q2 		$1K Hold
21
– – ﹤0.01% 2799
2021
Q1 		$1K Hold
21
– – ﹤0.01% 2799
2020
Q4 		$1K Hold
21
– – ﹤0.01% 2799
2020
Q3 		$1K Hold
21
– – ﹤0.01% 2798
2020
Q2 		$1K Hold
21
– – ﹤0.01% 2798
2020
Q1 		$1K Hold
21
– – ﹤0.01% 2797
2019
Q4 		$1K Hold
21
– – ﹤0.01% 2797
2019
Q3 		$1K Hold
21
– – ﹤0.01% 2797
2019
Q2 		$1K Hold
21
– – ﹤0.01% 2797
2019
Q1 		$1K Buy
+21
New +$524 ﹤0.01% 2796

Other funds holding HCM

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its HUTCHMED (HCM) stake by 93% in Q1 2026, selling an estimated $380 and leaving 2 shares worth $30. The position accounts for ﹤0.01% of the portfolio, ranked #5622.

Carson Wealth (CWM LLC) first reported a position in HCM in Q1 2019 and has held it in 28 quarters since. The position peaked at $2K in Q4 2022. 54 funds tracked by Wall St. Rank hold HCM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2 shares of HUTCHMED worth $30 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 26 HUTCHMED shares in Q1 2026, an estimated $380.
  • HUTCHMED made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5622 holding.
  • Carson Wealth (CWM LLC) first reported a position in HUTCHMED in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s HUTCHMED position peaked at $2K in Q4 2022.
  • 54 funds tracked by Wall St. Rank held HUTCHMED as of Q1 2026.

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