Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Harmony Gold Mining HMY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HMY Stock Details HMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$363K Sell
23,635
-1,101
-4% -$21.8K ﹤0.01% 2254
2025
Q4 		$492K Buy
24,736
+23,650
+2,178% +$441K ﹤0.01% 1931
2025
Q3 		$20K Sell
1,086
-126
-10% -$1.9K ﹤0.01% 4123
2025
Q2 		$17K Hold
1,212
– – ﹤0.01% 4000
2025
Q1 		$18K Sell
1,212
-119
-9% -$1.33K ﹤0.01% 3752
2024
Q4 		$11K Sell
1,331
-13
-1% -$126 ﹤0.01% 3813
2024
Q3 		$14K Sell
1,344
-25
-2% -$244 ﹤0.01% 3586
2024
Q2 		$13K Buy
1,369
+260
+23% +$2.33K ﹤0.01% 3386
2024
Q1 		$9K Buy
1,109
+379
+52% +$2.42K ﹤0.01% 3396
2023
Q4 		$4K Buy
730
+194
+36% +$1.02K ﹤0.01% 3603
2023
Q3 		$2K Sell
536
-665
-55% -$2.74K ﹤0.01% 3807
2023
Q2 		$5K Buy
1,201
+279
+30% +$1.29K ﹤0.01% 3443
2023
Q1 		$4K Sell
922
-315
-25% -$1.12K ﹤0.01% 3389
2022
Q4 		$4K Buy
1,237
+502
+68% +$1.58K ﹤0.01% 3298
2022
Q3 		$2K Sell
735
-248
-25% -$718 ﹤0.01% 3468
2022
Q2 		$3K Sell
983
-452
-31% -$1.74K ﹤0.01% 3199
2022
Q1 		$7K Sell
1,435
-117
-8% -$500 ﹤0.01% 2682
2021
Q4 		$6K Buy
+1,552
New +$5.94K ﹤0.01% 2639
2021
Q2 		$3K Hold
735
– – ﹤0.01% 2525
2021
Q1 		$3K Hold
735
– – ﹤0.01% 2525
2020
Q4 		$3K Hold
735
– – ﹤0.01% 2525
2020
Q3 		$3K Hold
735
– – ﹤0.01% 2525
2020
Q2 		$3K Hold
735
– – ﹤0.01% 2524
2020
Q1 		$3K Hold
735
– – ﹤0.01% 2523
2019
Q4 		$3K Hold
735
– – ﹤0.01% 2522
2019
Q3 		$3K Hold
735
– – ﹤0.01% 2522
2019
Q2 		$3K Hold
735
– – ﹤0.01% 2522
2019
Q1 		$3K Buy
+735
New +$1.44K ﹤0.01% 2522

Other funds holding HMY

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Harmony Gold Mining (HMY) stake by 4.5% in Q1 2026, selling an estimated $21.8K and leaving 23,635 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #2254.

Carson Wealth (CWM LLC) first reported a position in HMY in Q1 2019 and has held it in 28 quarters since. The position peaked at $492K in Q4 2025. 239 funds tracked by Wall St. Rank hold HMY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 23,635 shares of Harmony Gold Mining worth $363K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,101 Harmony Gold Mining shares in Q1 2026, an estimated $21.8K.
  • Harmony Gold Mining made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2254 holding.
  • Carson Wealth (CWM LLC) first reported a position in Harmony Gold Mining in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Harmony Gold Mining position peaked at $492K in Q4 2025.
  • 239 funds tracked by Wall St. Rank held Harmony Gold Mining as of Q1 2026.

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