Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Howard Hughes HHH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HHH Stock Details HHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.7K Sell
533
-2,653
-83% -$199K ﹤0.01% 4084
2025
Q4 		$254K Buy
3,186
+2,521
+379% +$209K ﹤0.01% 2370
2025
Q3 		$55K Buy
665
+273
+70% +$20.2K ﹤0.01% 3448
2025
Q2 		$26K Sell
392
-2,137
-84% -$146K ﹤0.01% 3738
2025
Q1 		$187K Sell
2,529
-4,158
-62% -$314K ﹤0.01% 1963
2024
Q4 		$514K Buy
6,687
+5,016
+300% +$399K ﹤0.01% 1369
2024
Q3 		$129K Buy
1,671
+1,498
+866% +$106K ﹤0.01% 2027
2024
Q2 		$11K Buy
173
+96
+125% +$6.02K ﹤0.01% 3487
2024
Q1 		$5K Hold
77
– – ﹤0.01% 3661
2023
Q4 		$6K Buy
77
+35
+83% +$2.46K ﹤0.01% 3428
2023
Q3 		$3K Hold
42
– – ﹤0.01% 3669
2023
Q2 		$3K Sell
42
-10
-19% -$724 ﹤0.01% 3639
2023
Q1 		$4K Buy
52
+25
+93% +$1.95K ﹤0.01% 3388
2022
Q4 		$2K Sell
27
-565
-95% -$36K ﹤0.01% 3557
2022
Q3 		$31K Sell
592
-612
-51% -$39.1K ﹤0.01% 1934
2022
Q2 		$78K Buy
1,204
+1,125
+1,424% +$92.3K ﹤0.01% 1415
2022
Q1 		$8K Buy
79
+65
+464% +$5.99K ﹤0.01% 2619
2021
Q4 		$1K Buy
+14
New +$1.23K ﹤0.01% 3309
2018
Q1 		– Sell
-47
Closed -$6K – 1461
2017
Q4 		$6K Buy
47
+37
+370% +$4.41K ﹤0.01% 1029
2017
Q3 		$1K Buy
+10
New +$1.14K ﹤0.01% 1370

Other funds holding HHH

PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Howard Hughes (HHH) stake by 83% in Q1 2026, selling an estimated $199K and leaving 533 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4084.

Carson Wealth (CWM LLC) first reported a position in HHH in Q3 2017 and has held it in 20 quarters since. The position peaked at $514K in Q4 2024. 293 funds tracked by Wall St. Rank hold HHH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 533 shares of Howard Hughes worth $33.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,653 Howard Hughes shares in Q1 2026, an estimated $199K.
  • Howard Hughes made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4084 holding.
  • Carson Wealth (CWM LLC) first reported a position in Howard Hughes in Q3 2017 and has held it in 20 quarters since.
  • Carson Wealth (CWM LLC)'s Howard Hughes position peaked at $514K in Q4 2024.
  • 293 funds tracked by Wall St. Rank held Howard Hughes as of Q1 2026.

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