Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Imperial Oil IMO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IMO Stock Details IMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$189K Sell
1,442
-925
-39% -$104K ﹤0.01% 2785
2025
Q4 		$204K Buy
2,367
+77
+3% +$7.01K ﹤0.01% 2562
2025
Q3 		$208K Sell
2,290
-7
-0.3% -$605 ﹤0.01% 2411
2025
Q2 		$183K Buy
2,297
+65
+3% +$4.64K ﹤0.01% 2250
2025
Q1 		$161K Sell
2,232
-148
-6% -$10.2K ﹤0.01% 2071
2024
Q4 		$147K Buy
2,380
+7
+0.3% +$508 ﹤0.01% 2035
2024
Q3 		$167K Buy
2,373
+54
+2% +$3.82K ﹤0.01% 1859
2024
Q2 		$158K Buy
2,319
+185
+9% +$12.7K ﹤0.01% 1716
2024
Q1 		$148K Buy
2,134
+123
+6% +$7.51K ﹤0.01% 1664
2023
Q4 		$115K Buy
2,011
+1,228
+157% +$70.5K ﹤0.01% 1674
2023
Q3 		$48K Sell
783
-48
-6% -$2.63K ﹤0.01% 2089
2023
Q2 		$43K Sell
831
-238
-22% -$11.8K ﹤0.01% 2091
2023
Q1 		$54K Buy
1,069
+91
+9% +$4.54K ﹤0.01% 1825
2022
Q4 		$48K Buy
978
+472
+93% +$24.3K ﹤0.01% 1763
2022
Q3 		$22K Buy
506
+413
+444% +$18.9K ﹤0.01% 2164
2022
Q2 		$4K Buy
93
+61
+191% +$3.12K ﹤0.01% 3091
2022
Q1 		$2K Sell
32
-7
-18% -$300 ﹤0.01% 3184
2021
Q4 		$1K Buy
+39
New +$1.34K ﹤0.01% 3317
2018
Q3 		– Sell
-62
Closed -$2K – 1918
2018
Q2 		$2K Buy
+62
New +$1.94K ﹤0.01% 1383

Other funds holding IMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 IMO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Imperial Oil (IMO) stake by 39% in Q1 2026, selling an estimated $104K and leaving 1,442 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #2785.

Carson Wealth (CWM LLC) first reported a position in IMO in Q2 2018 and has held it in 19 quarters since. The position peaked at $208K in Q3 2025. 406 funds tracked by Wall St. Rank hold IMO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,442 shares of Imperial Oil worth $189K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 925 Imperial Oil shares in Q1 2026, an estimated $104K.
  • Imperial Oil made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2785 holding.
  • Carson Wealth (CWM LLC) first reported a position in Imperial Oil in Q2 2018 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s Imperial Oil position peaked at $208K in Q3 2025.
  • 406 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2026.

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