Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Kirby Corp KEX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KEX Stock Details KEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$913K Buy
6,872
+4,349
+172% +$551K ﹤0.01% 1599
2025
Q4 		$278K Buy
2,523
+672
+36% +$68.3K ﹤0.01% 2309
2025
Q3 		$154K Sell
1,851
-12,031
-87% -$1.21M ﹤0.01% 2649
2025
Q2 		$1.57M Buy
13,882
+5,777
+71% +$606K 0.01% 1039
2025
Q1 		$819K Buy
8,105
+5,915
+270% +$617K ﹤0.01% 1247
2024
Q4 		$232K Sell
2,190
-1,284
-37% -$155K ﹤0.01% 1735
2024
Q3 		$425K Buy
3,474
+2,260
+186% +$270K ﹤0.01% 1389
2024
Q2 		$145K Buy
1,214
+940
+343% +$105K ﹤0.01% 1759
2024
Q1 		$26K Buy
274
+134
+96% +$11.3K ﹤0.01% 2732
2023
Q4 		$11K Sell
140
-74
-35% -$5.79K ﹤0.01% 3138
2023
Q3 		$18K Buy
214
+26
+14% +$2.1K ﹤0.01% 2746
2023
Q2 		$14K Buy
188
+5
+3% +$360 ﹤0.01% 2872
2023
Q1 		$13K Sell
183
-19
-9% -$1.31K ﹤0.01% 2793
2022
Q4 		$13K Sell
202
-10
-5% -$667 ﹤0.01% 2651
2022
Q3 		$13K Buy
212
+157
+285% +$10.1K ﹤0.01% 2518
2022
Q2 		$3K Sell
55
-10
-15% -$651 ﹤0.01% 3206
2022
Q1 		$5K Buy
65
+34
+110% +$2.27K ﹤0.01% 2842
2021
Q4 		$2K Buy
+31
New +$1.73K ﹤0.01% 3139
2019
Q1 		– Sell
-26
Closed -$2K – 3124
2018
Q4 		$2K Hold
26
– – ﹤0.01% 1764
2018
Q3 		$2K Buy
26
+10
+63% +$839 ﹤0.01% 1534
2018
Q2 		$1K Hold
16
– – ﹤0.01% 1542
2018
Q1 		$1K Hold
16
– – ﹤0.01% 1289
2017
Q4 		$1K Hold
16
– – ﹤0.01% 1370
2017
Q3 		$1K Buy
+16
New +$1.01K ﹤0.01% 1387

Other funds holding KEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Kirby Corp (KEX) stake by 172% in Q1 2026, buying an estimated $551K and bringing the position to 6,872 shares worth $913K. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

Carson Wealth (CWM LLC) first reported a position in KEX in Q3 2017 and has held it in 24 quarters since. The position peaked at $1.57M in Q2 2025. 434 funds tracked by Wall St. Rank hold KEX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,872 shares of Kirby Corp worth $913K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,349 Kirby Corp shares in Q1 2026, an estimated $551K.
  • Kirby Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1599 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kirby Corp in Q3 2017 and has held it in 24 quarters since.
  • Carson Wealth (CWM LLC)'s Kirby Corp position peaked at $1.57M in Q2 2025.
  • 434 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2026.

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