Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s John Marshall Bancorp JMSB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JMSB Stock Details JMSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.05K Buy
397
+49
+14% +$981 ﹤0.01% 4860
2025
Q4 		$7K Buy
348
+26
+8% +$512 ﹤0.01% 4703
2025
Q3 		$6K Buy
322
+186
+137% +$3.63K ﹤0.01% 4678
2025
Q2 		$3K Buy
136
+66
+94% +$1.11K ﹤0.01% 4779
2025
Q1 		$1K Sell
70
-15
-18% -$278 ﹤0.01% 4923
2024
Q4 		$2K Buy
85
+15
+21% +$328 ﹤0.01% 4554
2024
Q3 		$1K Buy
70
+55
+367% +$1.03K ﹤0.01% 4609
2024
Q2 		$0 Buy
15
+13
+650% +$221 ﹤0.01% 4749
2024
Q1 		$0 Buy
+2
New +$38 ﹤0.01% 4522
2023
Q2 		– Sell
-20
Closed – – 4321
2023
Q1 		$0 Sell
20
-10
-33% -$248 ﹤0.01% 4198
2022
Q4 		$1K Hold
30
– – ﹤0.01% 3771
2022
Q3 		$1K Buy
+30
New +$760 ﹤0.01% 3677

Other funds holding JMSB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its John Marshall Bancorp (JMSB) stake by 14% in Q1 2026, buying an estimated $981 and bringing the position to 397 shares worth $8.05K. The position accounts for ﹤0.01% of the portfolio, ranked #4860.

Carson Wealth (CWM LLC) first reported a position in JMSB in Q3 2022 and has held it in 12 quarters since. 79 funds tracked by Wall St. Rank hold JMSB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 397 shares of John Marshall Bancorp worth $8.05K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 49 John Marshall Bancorp shares in Q1 2026, an estimated $981.
  • John Marshall Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4860 holding.
  • Carson Wealth (CWM LLC) first reported a position in John Marshall Bancorp in Q3 2022 and has held it in 12 quarters since.
  • 79 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q1 2026.

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