Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s St. Joe Company JOE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JOE Stock Details JOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$886K Buy
14,114
+1,376
+11% +$92.1K ﹤0.01% 1616
2025
Q4 		$756K Sell
12,738
-763
-6% -$42.7K ﹤0.01% 1662
2025
Q3 		$668K Buy
13,501
+912
+7% +$46K ﹤0.01% 1633
2025
Q2 		$600K Buy
12,589
+8,880
+239% +$397K ﹤0.01% 1510
2025
Q1 		$174K Buy
3,709
+3,061
+472% +$143K ﹤0.01% 2024
2024
Q4 		$29K Sell
648
-249
-28% -$12.9K ﹤0.01% 3198
2024
Q3 		$52K Buy
897
+453
+102% +$26.6K ﹤0.01% 2661
2024
Q2 		$24K Buy
444
+29
+7% +$1.63K ﹤0.01% 2994
2024
Q1 		$24K Sell
415
-95
-19% -$5.25K ﹤0.01% 2777
2023
Q4 		$31K Sell
510
-54
-10% -$2.84K ﹤0.01% 2491
2023
Q3 		$31K Hold
564
– – ﹤0.01% 2386
2023
Q2 		$27K Buy
564
+400
+244% +$17.4K ﹤0.01% 2433
2023
Q1 		$7K Hold
164
– – ﹤0.01% 3144
2022
Q4 		$6K Buy
164
+75
+84% +$2.69K ﹤0.01% 3086
2022
Q3 		$3K Sell
89
-657
-88% -$25.5K ﹤0.01% 3315
2022
Q2 		$30K Buy
746
+495
+197% +$24.7K ﹤0.01% 1888
2022
Q1 		$15K Hold
251
– – ﹤0.01% 2252
2021
Q4 		$13K Buy
+251
New +$12.2K ﹤0.01% 2207
2019
Q1 		– Sell
-25
Closed – – 3115
2018
Q4 		$0 Hold
25
– – ﹤0.01% 2179
2018
Q3 		$0 Sell
25
-75
-75% -$1.31K ﹤0.01% 1921
2018
Q2 		$2K Hold
100
– – ﹤0.01% 1388
2018
Q1 		$2K Buy
+100
New +$1.85K ﹤0.01% 1183

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its St. Joe Company (JOE) stake by 11% in Q1 2026, buying an estimated $92.1K and bringing the position to 14,114 shares worth $886K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

Carson Wealth (CWM LLC) first reported a position in JOE in Q1 2018 and has held it in 22 quarters since. 320 funds tracked by Wall St. Rank hold JOE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,114 shares of St. Joe Company worth $886K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,376 St. Joe Company shares in Q1 2026, an estimated $92.1K.
  • St. Joe Company made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1616 holding.
  • Carson Wealth (CWM LLC) first reported a position in St. Joe Company in Q1 2018 and has held it in 22 quarters since.
  • 320 funds tracked by Wall St. Rank held St. Joe Company as of Q1 2026.

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