Carson Wealth (CWM LLC)
KMT icon

Carson Wealth (CWM LLC)’s Kennametal KMT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KMT Stock Details KMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$816K Buy
22,597
+4,562
+25% +$166K ﹤0.01% 1667
2025
Q4 		$512K Buy
18,035
+7,749
+75% +$198K ﹤0.01% 1902
2025
Q3 		$215K Buy
10,286
+869
+9% +$19.5K ﹤0.01% 2385
2025
Q2 		$216K Buy
9,417
+6,449
+217% +$134K ﹤0.01% 2114
2025
Q1 		$63K Sell
2,968
-1,476
-33% -$33.5K ﹤0.01% 2778
2024
Q4 		$107K Buy
4,444
+165
+4% +$4.39K ﹤0.01% 2242
2024
Q3 		$111K Buy
4,279
+1,230
+40% +$30.6K ﹤0.01% 2140
2024
Q2 		$72K Buy
3,049
+970
+47% +$23.8K ﹤0.01% 2210
2024
Q1 		$52K Buy
2,079
+312
+18% +$7.68K ﹤0.01% 2275
2023
Q4 		$46K Buy
1,767
+1,160
+191% +$28K ﹤0.01% 2226
2023
Q3 		$15K Sell
607
-477
-44% -$12.9K ﹤0.01% 2876
2023
Q2 		$31K Buy
1,084
+268
+33% +$7.18K ﹤0.01% 2344
2023
Q1 		$23K Buy
816
+17
+2% +$469 ﹤0.01% 2404
2022
Q4 		$19K Sell
799
-1
-0.1% -$25 ﹤0.01% 2413
2022
Q3 		$16K Buy
800
+486
+155% +$11.8K ﹤0.01% 2382
2022
Q2 		$7K Buy
314
+59
+23% +$1.55K ﹤0.01% 2808
2022
Q1 		$7K Buy
255
+34
+15% +$1.12K ﹤0.01% 2689
2021
Q4 		$8K Buy
+221
New +$8.22K ﹤0.01% 2480
2021
Q2 		$8K Hold
221
– – ﹤0.01% 2192
2021
Q1 		$8K Hold
221
– – ﹤0.01% 2192
2020
Q4 		$8K Hold
221
– – ﹤0.01% 2192
2020
Q3 		$8K Hold
221
– – ﹤0.01% 2192
2020
Q2 		$8K Hold
221
– – ﹤0.01% 2191
2020
Q1 		$8K Hold
221
– – ﹤0.01% 2191
2019
Q4 		$8K Hold
221
– – ﹤0.01% 2191
2019
Q3 		$8K Hold
221
– – ﹤0.01% 2191
2019
Q2 		$8K Hold
221
– – ﹤0.01% 2191
2019
Q1 		$8K Buy
221
+35
+19% +$1.28K ﹤0.01% 2191
2018
Q4 		$6K Buy
+186
New +$7.06K ﹤0.01% 1483

Other funds holding KMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Kennametal (KMT) stake by 25% in Q1 2026, buying an estimated $166K and bringing the position to 22,597 shares worth $816K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Carson Wealth (CWM LLC) first reported a position in KMT in Q4 2018 and has held it in 29 quarters since. 316 funds tracked by Wall St. Rank hold KMT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 22,597 shares of Kennametal worth $816K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,562 Kennametal shares in Q1 2026, an estimated $166K.
  • Kennametal made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1667 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kennametal in Q4 2018 and has held it in 29 quarters since.
  • 316 funds tracked by Wall St. Rank held Kennametal as of Q1 2026.

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