Carson Wealth (CWM LLC)
KOS icon

Carson Wealth (CWM LLC)’s Kosmos Energy KOS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KOS Stock Details KOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$279K Buy
100,533
+98,343
+4,491% +$185K ﹤0.01% 2433
2025
Q4 		$2K Sell
2,190
-10,834
-83% -$14.3K ﹤0.01% 5095
2025
Q3 		$22K Sell
13,024
-14,936
-53% -$27.9K ﹤0.01% 4071
2025
Q2 		$48K Buy
27,960
+15,716
+128% +$28.5K ﹤0.01% 3317
2025
Q1 		$28K Buy
12,244
+3,257
+36% +$9.61K ﹤0.01% 3444
2024
Q4 		$31K Buy
8,987
+3,004
+50% +$11.4K ﹤0.01% 3148
2024
Q3 		$24K Sell
5,983
-596
-9% -$2.9K ﹤0.01% 3242
2024
Q2 		$36K Buy
6,579
+2,969
+82% +$17.3K ﹤0.01% 2701
2024
Q1 		$22K Buy
3,610
+1,250
+53% +$7.52K ﹤0.01% 2829
2023
Q4 		$16K Buy
2,360
+30
+1% +$210 ﹤0.01% 2912
2023
Q3 		$19K Hold
2,330
– – ﹤0.01% 2712
2023
Q2 		$14K Buy
2,330
+230
+11% +$1.5K ﹤0.01% 2873
2023
Q1 		$16K Buy
2,100
+422
+25% +$3.09K ﹤0.01% 2654
2022
Q4 		$11K Buy
1,678
+1,078
+180% +$6.73K ﹤0.01% 2754
2022
Q3 		$3K Buy
600
+454
+311% +$2.75K ﹤0.01% 3318
2022
Q2 		$1K Buy
146
+53
+57% +$382 ﹤0.01% 3569
2022
Q1 		$1K Buy
+93
New +$474 ﹤0.01% 3362

Other funds holding KOS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $245M AUM 225.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Kosmos Energy (KOS) stake by 4,491% in Q1 2026, buying an estimated $185K and bringing the position to 100,533 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #2433.

Carson Wealth (CWM LLC) first reported a position in KOS in Q1 2022 and has held it in 17 quarters since. 262 funds tracked by Wall St. Rank hold KOS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 100,533 shares of Kosmos Energy worth $279K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 98,343 Kosmos Energy shares in Q1 2026, an estimated $185K.
  • Kosmos Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2433 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kosmos Energy in Q1 2022 and has held it in 17 quarters since.
  • 262 funds tracked by Wall St. Rank held Kosmos Energy as of Q1 2026.

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