Carson Wealth (CWM LLC)’s LandBridge Co LB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LB Stock Details LB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$38K	Buy	550 +127	+30%	+$8.07K	﹤0.01%	3999
2025 Q4	$21K	Buy	423 +36	+9%	+$2.09K	﹤0.01%	4155
2025 Q3	$21K	Buy	387 +103	+36%	+$5.68K	﹤0.01%	4105
2025 Q2	$19K	Buy	284 +220	+344%	+$15.9K	﹤0.01%	3961
2025 Q1	$5K	Buy	+64	New	+$4.53K	﹤0.01%	4502

Other funds holding LB

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its LandBridge Co (LB) stake by 30% in Q1 2026, buying an estimated $8.07K and bringing the position to 550 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #3999.

Carson Wealth (CWM LLC) first reported a position in LB in Q1 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold LB as of Q1 2026.

Carson Wealth (CWM LLC) held 550 shares of LandBridge Co worth $38K as of Q1 2026.
Carson Wealth (CWM LLC) bought 127 LandBridge Co shares in Q1 2026, an estimated $8.07K.
LandBridge Co made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3999 holding.
Carson Wealth (CWM LLC) first reported a position in LandBridge Co in Q1 2025 and has held it in 5 quarters since.
187 funds tracked by Wall St. Rank held LandBridge Co as of Q1 2026.

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