Carson Wealth (CWM LLC)
KRMN

Carson Wealth (CWM LLC)’s Karman Holdings KRMN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KRMN Stock Details KRMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.1K Buy
288
+202
+235% +$19.5K ﹤0.01% 4320
2025
Q4 		$6K Buy
86
+28
+48% +$2.03K ﹤0.01% 4787
2025
Q3 		$4K Buy
+58
New +$3.18K ﹤0.01% 4871

Other funds holding KRMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LP
Lexington Partners New York $134M AUM 1.93% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KC
KHIS Custodian Dallas, Texas $316M AUM
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $901M AUM 28.6% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Karman Holdings (KRMN) stake by 235% in Q1 2026, buying an estimated $19.5K and bringing the position to 288 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4320.

Carson Wealth (CWM LLC) first reported a position in KRMN in Q3 2025 and has held it in 3 quarters since. 361 funds tracked by Wall St. Rank hold KRMN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 288 shares of Karman Holdings worth $23.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 202 Karman Holdings shares in Q1 2026, an estimated $19.5K.
  • Karman Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4320 holding.
  • Carson Wealth (CWM LLC) first reported a position in Karman Holdings in Q3 2025 and has held it in 3 quarters since.
  • 361 funds tracked by Wall St. Rank held Karman Holdings as of Q1 2026.

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