Carson Wealth (CWM LLC)
HOMB icon

Carson Wealth (CWM LLC)’s Home BancShares HOMB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HOMB Stock Details HOMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$582K Sell
21,600
-13,989
-39% -$394K ﹤0.01% 1902
2025
Q4 		$989K Buy
35,589
+7,185
+25% +$199K ﹤0.01% 1504
2025
Q3 		$804K Buy
28,404
+11,589
+69% +$337K ﹤0.01% 1530
2025
Q2 		$479K Buy
16,815
+2,826
+20% +$78.6K ﹤0.01% 1618
2025
Q1 		$395K Sell
13,989
-47,715
-77% -$1.4M ﹤0.01% 1553
2024
Q4 		$1.75M Sell
61,704
-1,917
-3% -$55.4K 0.01% 834
2024
Q3 		$1.72M Sell
63,621
-83,316
-57% -$2.22M 0.01% 766
2024
Q2 		$3.52M Sell
146,937
-3,481
-2% -$82.6K 0.02% 499
2024
Q1 		$3.7M Buy
150,418
+19,334
+15% +$460K 0.02% 475
2023
Q4 		$3.32M Sell
131,084
-334
-0.3% -$7.45K 0.02% 472
2023
Q3 		$2.75M Sell
131,418
-51,036
-28% -$1.16M 0.02% 476
2023
Q2 		$4.16M Sell
182,454
-26,384
-13% -$575K 0.03% 378
2023
Q1 		$4.53M Sell
208,838
-10,993
-5% -$254K 0.03% 338
2022
Q4 		$5.01M Buy
219,831
+5,750
+3% +$139K 0.04% 301
2022
Q3 		$4.82M Buy
214,081
+143,975
+205% +$3.34M 0.04% 287
2022
Q2 		$1.46M Buy
70,106
+69,914
+36,414% +$1.51M 0.01% 463
2022
Q1 		$4K Hold
192
– – ﹤0.01% 2929
2021
Q4 		$5K Buy
+192
New +$4.73K ﹤0.01% 2724
2021
Q2 		$4K Hold
181
– – ﹤0.01% 2437
2021
Q1 		$4K Hold
181
– – ﹤0.01% 2437
2020
Q4 		$4K Hold
181
– – ﹤0.01% 2436
2020
Q3 		$4K Hold
181
– – ﹤0.01% 2436
2020
Q2 		$4K Hold
181
– – ﹤0.01% 2436
2020
Q1 		$4K Hold
181
– – ﹤0.01% 2436
2019
Q4 		$4K Hold
181
– – ﹤0.01% 2435
2019
Q3 		$4K Hold
181
– – ﹤0.01% 2435
2019
Q2 		$4K Hold
181
– – ﹤0.01% 2435
2019
Q1 		$4K Buy
+181
New +$3.36K ﹤0.01% 2434

Other funds holding HOMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Home BancShares (HOMB) stake by 39% in Q1 2026, selling an estimated $394K and leaving 21,600 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

Carson Wealth (CWM LLC) first reported a position in HOMB in Q1 2019 and has held it in 28 quarters since. The position peaked at $5.01M in Q4 2022. 362 funds tracked by Wall St. Rank hold HOMB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 21,600 shares of Home BancShares worth $582K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 13,989 Home BancShares shares in Q1 2026, an estimated $394K.
  • Home BancShares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1902 holding.
  • Carson Wealth (CWM LLC) first reported a position in Home BancShares in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Home BancShares position peaked at $5.01M in Q4 2022.
  • 362 funds tracked by Wall St. Rank held Home BancShares as of Q1 2026.

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