Carson Wealth (CWM LLC)’s Hecla Mining HL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $713K | Buy |
38,255
+6,402
| +20% | +$144K | ﹤0.01% | 1776 |
|
|
2025
Q4 | $611K | Buy |
31,853
+434
| +1% | +$6.63K | ﹤0.01% | 1792 |
|
|
2025
Q3 | $380K | Buy |
31,419
+4,569
| +17% | +$36.7K | ﹤0.01% | 1953 |
|
|
2025
Q2 | $161K | Buy |
26,850
+4,091
| +18% | +$22.6K | ﹤0.01% | 2361 |
|
|
2025
Q1 | $127K | Buy |
22,759
+1,361
| +6% | +$7.55K | ﹤0.01% | 2229 |
|
|
2024
Q4 | $105K | Sell |
21,398
-1,073
| -5% | -$6.41K | ﹤0.01% | 2252 |
|
|
2024
Q3 | $150K | Buy |
22,471
+5,159
| +30% | +$30.2K | ﹤0.01% | 1932 |
|
|
2024
Q2 | $84K | Sell |
17,312
-322
| -2% | -$1.72K | ﹤0.01% | 2091 |
|
|
2024
Q1 | $85K | Buy |
17,634
+1,672
| +10% | +$6.67K | ﹤0.01% | 1971 |
|
|
2023
Q4 | $77K | Buy |
15,962
+875
| +6% | +$3.86K | ﹤0.01% | 1908 |
|
|
2023
Q3 | $59K | Sell |
15,087
-1,322
| -8% | -$6.33K | ﹤0.01% | 1965 |
|
|
2023
Q2 | $85K | Buy |
16,409
+981
| +6% | +$5.6K | ﹤0.01% | 1651 |
|
|
2023
Q1 | $98K | Buy |
15,428
+746
| +5% | +$4.28K | ﹤0.01% | 1500 |
|
|
2022
Q4 | $82K | Buy |
14,682
+12,191
| +489% | +$60.6K | ﹤0.01% | 1472 |
|
|
2022
Q3 | $10K | Buy |
2,491
+817
| +49% | +$3.32K | ﹤0.01% | 2677 |
|
|
2022
Q2 | $7K | Buy |
1,674
+1,057
| +171% | +$5.49K | ﹤0.01% | 2801 |
|
|
2022
Q1 | $4K | Buy |
617
+67
| +12% | +$388 | ﹤0.01% | 2928 |
|
|
2021
Q4 | $3K | Buy |
+550
| New | +$3.07K | ﹤0.01% | 2982 |
|
|
2021
Q2 | $4K | Hold |
528
| – | – | ﹤0.01% | 2436 |
|
|
2021
Q1 | $4K | Hold |
528
| – | – | ﹤0.01% | 2436 |
|
|
2020
Q4 | $4K | Hold |
528
| – | – | ﹤0.01% | 2435 |
|
|
2020
Q3 | $4K | Hold |
528
| – | – | ﹤0.01% | 2435 |
|
|
2020
Q2 | $4K | Hold |
528
| – | – | ﹤0.01% | 2435 |
|
|
2020
Q1 | $4K | Hold |
528
| – | – | ﹤0.01% | 2435 |
|
|
2019
Q4 | $4K | Hold |
528
| – | – | ﹤0.01% | 2434 |
|
|
2019
Q3 | $4K | Hold |
528
| – | – | ﹤0.01% | 2434 |
|
|
2019
Q2 | $4K | Hold |
528
| – | – | ﹤0.01% | 2434 |
|
|
2019
Q1 | $4K | Sell |
528
-725
| -58% | -$1.82K | ﹤0.01% | 2433 |
|
|
2018
Q4 | $3K | Buy |
+1,253
| New | +$3.21K | ﹤0.01% | 1659 |
|
|
2017
Q2 | – | Sell |
-284
| Closed | -$2K | – | 1239 |
|
|
2017
Q1 | $2K | Buy |
+284
| New | +$1.64K | ﹤0.01% | 983 |
|
Other funds holding HL
TI
Carson Wealth (CWM LLC)'s HL Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Hecla Mining (HL) stake by 20% in Q1 2026, buying an estimated $144K and bringing the position to 38,255 shares worth $713K. The position accounts for ﹤0.01% of the portfolio, ranked #1776.
Carson Wealth (CWM LLC) first reported a position in HL in Q1 2017 and has held it in 30 quarters since. 561 funds tracked by Wall St. Rank hold HL as of Q1 2026.
- Carson Wealth (CWM LLC) held 38,255 shares of Hecla Mining worth $713K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 6,402 Hecla Mining shares in Q1 2026, an estimated $144K.
- Hecla Mining made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1776 holding.
- Carson Wealth (CWM LLC) first reported a position in Hecla Mining in Q1 2017 and has held it in 30 quarters since.
- 561 funds tracked by Wall St. Rank held Hecla Mining as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.