Carson Wealth (CWM LLC)
KALU icon

Carson Wealth (CWM LLC)’s Kaiser Aluminum KALU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KALU Stock Details KALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$169K Buy
1,402
+68
+5% +$8.61K ﹤0.01% 2868
2025
Q4 		$153K Buy
1,334
+35
+3% +$3.33K ﹤0.01% 2767
2025
Q3 		$100K Sell
1,299
-317
-20% -$25.2K ﹤0.01% 2991
2025
Q2 		$129K Buy
1,616
+932
+136% +$63.4K ﹤0.01% 2505
2025
Q1 		$41K Sell
684
-630
-48% -$44.1K ﹤0.01% 3140
2024
Q4 		$92K Buy
1,314
+32
+2% +$2.44K ﹤0.01% 2336
2024
Q3 		$93K Buy
1,282
+713
+125% +$54.8K ﹤0.01% 2244
2024
Q2 		$50K Buy
569
+110
+24% +$10.2K ﹤0.01% 2477
2024
Q1 		$41K Buy
459
+174
+61% +$12.2K ﹤0.01% 2427
2023
Q4 		$20K Buy
285
+227
+391% +$14.4K ﹤0.01% 2779
2023
Q3 		$4K Hold
58
– – ﹤0.01% 3571
2023
Q2 		$4K Sell
58
-23
-28% -$1.52K ﹤0.01% 3535
2023
Q1 		$6K Sell
81
-9
-10% -$726 ﹤0.01% 3212
2022
Q4 		$7K Buy
+90
New +$7.2K ﹤0.01% 3008
2022
Q3 		– Sell
-55
Closed -$4K – 4051
2022
Q2 		$4K Sell
55
-1
-2% -$94 ﹤0.01% 3095
2022
Q1 		$5K Sell
56
-21
-27% -$2.03K ﹤0.01% 2840
2021
Q4 		$7K Buy
+77
New +$7.79K ﹤0.01% 2555
2019
Q1 		– Sell
-9
Closed -$1K – 3121
2018
Q4 		$1K Hold
9
– – ﹤0.01% 1919
2018
Q3 		$1K Sell
9
-18
-67% -$1.95K ﹤0.01% 1688
2018
Q2 		$3K Buy
+27
New +$2.86K ﹤0.01% 1298

Other funds holding KALU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 KALU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Kaiser Aluminum (KALU) stake by 5.1% in Q1 2026, buying an estimated $8.61K and bringing the position to 1,402 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #2868.

Carson Wealth (CWM LLC) first reported a position in KALU in Q2 2018 and has held it in 20 quarters since. 287 funds tracked by Wall St. Rank hold KALU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,402 shares of Kaiser Aluminum worth $169K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 68 Kaiser Aluminum shares in Q1 2026, an estimated $8.61K.
  • Kaiser Aluminum made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2868 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kaiser Aluminum in Q2 2018 and has held it in 20 quarters since.
  • 287 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q1 2026.

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