Carson Wealth (CWM LLC)
LUNR icon

Carson Wealth (CWM LLC)’s Intuitive Machines LUNR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LUNR Stock Details LUNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$89K Buy
4,796
+1,884
+65% +$34.7K ﹤0.01% 3375
2025
Q4 		$47K Buy
2,912
+2,337
+406% +$27.1K ﹤0.01% 3652
2025
Q3 		$6K Sell
575
-32
-5% -$324 ﹤0.01% 4683
2025
Q2 		$7K Buy
607
+240
+65% +$2.35K ﹤0.01% 4466
2025
Q1 		$3K Sell
367
-28
-7% -$440 ﹤0.01% 4644
2024
Q4 		$7K Buy
395
+19
+5% +$211 ﹤0.01% 4057
2024
Q3 		$3K Buy
+376
New +$1.87K ﹤0.01% 4290

Other funds holding LUNR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $104M AUM
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Intuitive Machines (LUNR) stake by 65% in Q1 2026, buying an estimated $34.7K and bringing the position to 4,796 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #3375.

Carson Wealth (CWM LLC) first reported a position in LUNR in Q3 2024 and has held it in 7 quarters since. 281 funds tracked by Wall St. Rank hold LUNR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,796 shares of Intuitive Machines worth $89K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,884 Intuitive Machines shares in Q1 2026, an estimated $34.7K.
  • Intuitive Machines made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3375 holding.
  • Carson Wealth (CWM LLC) first reported a position in Intuitive Machines in Q3 2024 and has held it in 7 quarters since.
  • 281 funds tracked by Wall St. Rank held Intuitive Machines as of Q1 2026.

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