Carson Wealth (CWM LLC)
IOT icon

Carson Wealth (CWM LLC)’s Samsara IOT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IOT Stock Details IOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$288K Buy
9,082
+1,951
+27% +$59.6K ﹤0.01% 2416
2025
Q4 		$253K Buy
7,131
+804
+13% +$31.1K ﹤0.01% 2371
2025
Q3 		$236K Buy
6,327
+5,125
+426% +$190K ﹤0.01% 2319
2025
Q2 		$48K Buy
1,202
+149
+14% +$6.16K ﹤0.01% 3314
2025
Q1 		$40K Buy
1,053
+836
+385% +$38.9K ﹤0.01% 3167
2024
Q4 		$9K Sell
217
-301
-58% -$14.8K ﹤0.01% 3930
2024
Q3 		$25K Buy
518
+184
+55% +$7.46K ﹤0.01% 3226
2024
Q2 		$11K Buy
334
+12
+4% +$414 ﹤0.01% 3490
2024
Q1 		$12K Buy
322
+172
+115% +$5.85K ﹤0.01% 3232
2023
Q4 		$5K Buy
+150
New +$4.17K ﹤0.01% 3514

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Samsara (IOT) stake by 27% in Q1 2026, buying an estimated $59.6K and bringing the position to 9,082 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #2416.

Carson Wealth (CWM LLC) first reported a position in IOT in Q4 2023 and has held it in 10 quarters since. 544 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,082 shares of Samsara worth $288K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,951 Samsara shares in Q1 2026, an estimated $59.6K.
  • Samsara made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2416 holding.
  • Carson Wealth (CWM LLC) first reported a position in Samsara in Q4 2023 and has held it in 10 quarters since.
  • 544 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

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