Carson Wealth (CWM LLC)
JHX icon

Carson Wealth (CWM LLC)’s James Hardie Industries JHX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JHX Stock Details JHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.2K Sell
1,069
-640
-37% -$14.4K ﹤0.01% 4408
2025
Q4 		$35K Sell
1,709
-1,807
-51% -$36.2K ﹤0.01% 3853
2025
Q3 		$68K Buy
3,516
+1,483
+73% +$35.5K ﹤0.01% 3273
2025
Q2 		$55K Sell
2,033
-79
-4% -$1.91K ﹤0.01% 3207
2025
Q1 		$50K Sell
2,112
-278
-12% -$8.75K ﹤0.01% 2997
2024
Q4 		$74K Sell
2,390
-361
-13% -$12.5K ﹤0.01% 2488
2024
Q3 		$110K Buy
2,751
+983
+56% +$34.5K ﹤0.01% 2146
2024
Q2 		$56K Sell
1,768
-347
-16% -$11.9K ﹤0.01% 2401
2024
Q1 		$86K Buy
2,115
+518
+32% +$19.9K ﹤0.01% 1963
2023
Q4 		$62K Sell
1,597
-233
-13% -$7K ﹤0.01% 2040
2023
Q3 		$48K Buy
1,830
+112
+7% +$3.17K ﹤0.01% 2090
2023
Q2 		$46K Buy
1,718
+153
+10% +$3.69K ﹤0.01% 2057
2023
Q1 		$34K Buy
1,565
+822
+111% +$17.4K ﹤0.01% 2128
2022
Q4 		$13K Sell
743
-169
-19% -$3.39K ﹤0.01% 2650
2022
Q3 		$18K Buy
912
+366
+67% +$8.55K ﹤0.01% 2292
2022
Q2 		$12K Sell
546
-160
-23% -$4.23K ﹤0.01% 2466
2022
Q1 		$21K Buy
706
+415
+143% +$14.1K ﹤0.01% 2052
2021
Q4 		$12K Buy
+291
New +$11.4K ﹤0.01% 2249

Other funds holding JHX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $3.91B AUM 84.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its James Hardie Industries (JHX) stake by 37% in Q1 2026, selling an estimated $14.4K and leaving 1,069 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4408.

Carson Wealth (CWM LLC) first reported a position in JHX in Q4 2021 and has held it in 18 quarters since. The position peaked at $110K in Q3 2024. 298 funds tracked by Wall St. Rank hold JHX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,069 shares of James Hardie Industries worth $20.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 640 James Hardie Industries shares in Q1 2026, an estimated $14.4K.
  • James Hardie Industries made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4408 holding.
  • Carson Wealth (CWM LLC) first reported a position in James Hardie Industries in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s James Hardie Industries position peaked at $110K in Q3 2024.
  • 298 funds tracked by Wall St. Rank held James Hardie Industries as of Q1 2026.

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