Carson Wealth (CWM LLC)
IPI icon

Carson Wealth (CWM LLC)’s Intrepid Potash IPI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IPI Stock Details IPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.38K Buy
79
+10
+14% +$359 ﹤0.01% 5153
2025
Q4 		$2K Sell
69
-30
-30% -$806 ﹤0.01% 5091
2025
Q3 		$3K Sell
99
-33
-25% -$1.04K ﹤0.01% 4904
2025
Q2 		$5K Buy
132
+38
+40% +$1.3K ﹤0.01% 4618
2025
Q1 		$3K Buy
94
+3
+3% +$79 ﹤0.01% 4632
2024
Q4 		$2K Sell
91
-16
-15% -$403 ﹤0.01% 4549
2024
Q3 		$3K Buy
107
+46
+75% +$1.09K ﹤0.01% 4283
2024
Q2 		$1K Buy
61
+5
+9% +$115 ﹤0.01% 4402
2024
Q1 		$1K Buy
56
+46
+460% +$918 ﹤0.01% 4149
2023
Q4 		$0 Hold
10
– – ﹤0.01% 4322
2023
Q3 		$0 Hold
10
– – ﹤0.01% 4333
2023
Q2 		$0 Hold
10
– – ﹤0.01% 4314
2023
Q1 		$0 Hold
10
– – ﹤0.01% 4188
2022
Q4 		$0 Hold
10
– – ﹤0.01% 4105
2022
Q3 		$0 Hold
10
– – ﹤0.01% 4045
2022
Q2 		$0 Hold
10
– – ﹤0.01% 3939
2022
Q1 		$1K Hold
10
– – ﹤0.01% 3359
2021
Q4 		$0 Buy
+10
New +$425 ﹤0.01% 3563
2021
Q2 		$0 Hold
10
– – ﹤0.01% 2970
2021
Q1 		$0 Hold
10
– – ﹤0.01% 2970
2020
Q4 		$0 Hold
10
– – ﹤0.01% 2968
2020
Q3 		$0 Buy
10
+9
+900% +$86 ﹤0.01% 2968
2020
Q2 		$0 Hold
1
– – ﹤0.01% 2968
2020
Q1 		$0 Hold
1
– – ﹤0.01% 2968
2019
Q4 		$0 Hold
1
– – ﹤0.01% 2967
2019
Q3 		$0 Hold
1
– – ﹤0.01% 2967
2019
Q2 		$0 Hold
1
– – ﹤0.01% 2967
2019
Q1 		$0 Buy
+1
New +$35 ﹤0.01% 3105

Other funds holding IPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Intrepid Potash (IPI) stake by 14% in Q1 2026, buying an estimated $359 and bringing the position to 79 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #5153.

Carson Wealth (CWM LLC) first reported a position in IPI in Q1 2019 and has held it in 28 quarters since. The position peaked at $5K in Q2 2025. 162 funds tracked by Wall St. Rank hold IPI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 79 shares of Intrepid Potash worth $3.38K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 10 Intrepid Potash shares in Q1 2026, an estimated $359.
  • Intrepid Potash made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5153 holding.
  • Carson Wealth (CWM LLC) first reported a position in Intrepid Potash in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Intrepid Potash position peaked at $5K in Q2 2025.
  • 162 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2026.

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