Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Marathon Digital Holdings MARA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MARA Stock Details MARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$161K Buy
19,720
+2,555
+15% +$23.1K ﹤0.01% 2908
2025
Q4 		$154K Buy
17,165
+5,555
+48% +$82K ﹤0.01% 2763
2025
Q3 		$212K Sell
11,610
-7,478
-39% -$126K ﹤0.01% 2394
2025
Q2 		$299K Buy
19,088
+4,728
+33% +$67.7K ﹤0.01% 1873
2025
Q1 		$165K Buy
14,360
+11,251
+362% +$179K ﹤0.01% 2057
2024
Q4 		$52K Buy
3,109
+1,285
+70% +$26K ﹤0.01% 2765
2024
Q3 		$30K Sell
1,824
-1,327
-42% -$24.1K ﹤0.01% 3096
2024
Q2 		$63K Sell
3,151
-1,397
-31% -$26.5K ﹤0.01% 2302
2024
Q1 		$103K Sell
4,548
-12
-0.3% -$262 ﹤0.01% 1871
2023
Q4 		$107K Buy
4,560
+1,754
+63% +$22.1K ﹤0.01% 1718
2023
Q3 		$24K Sell
2,806
-103
-4% -$1.38K ﹤0.01% 2566
2023
Q2 		$40K Buy
2,909
+53
+2% +$533 ﹤0.01% 2140
2023
Q1 		$25K Buy
2,856
+123
+5% +$859 ﹤0.01% 2349
2022
Q4 		$9K Sell
2,733
-128
-4% -$1.07K ﹤0.01% 2864
2022
Q3 		$31K Buy
2,861
+119
+4% +$1.41K ﹤0.01% 1938
2022
Q2 		$15K Buy
2,742
+506
+23% +$6.77K ﹤0.01% 2318
2022
Q1 		$62K Buy
2,236
+748
+50% +$19.4K ﹤0.01% 1513
2021
Q4 		$49K Buy
+1,488
New +$71.2K ﹤0.01% 1572
2021
Q2 		$41K Hold
1,304
– – ﹤0.01% 1477
2021
Q1 		$41K Hold
1,304
– – ﹤0.01% 1477
2020
Q4 		$41K Hold
1,304
– – ﹤0.01% 1477
2020
Q3 		$41K Hold
1,304
– – ﹤0.01% 1477
2020
Q2 		$41K Hold
1,304
– – ﹤0.01% 1477
2020
Q1 		$41K Hold
1,304
– – ﹤0.01% 1477
2019
Q4 		$41K Hold
1,304
– – ﹤0.01% 1477
2019
Q3 		$41K Hold
1,304
– – ﹤0.01% 1477
2019
Q2 		$41K Buy
1,304
+978
+300% +$2.72K ﹤0.01% 1477
2019
Q1 		$41K Buy
+326
New +$666 ﹤0.01% 1477

Other funds holding MARA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Marathon Digital Holdings (MARA) stake by 15% in Q1 2026, buying an estimated $23.1K and bringing the position to 19,720 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #2908.

Carson Wealth (CWM LLC) first reported a position in MARA in Q1 2019 and has held it in 28 quarters since. The position peaked at $299K in Q2 2025. 386 funds tracked by Wall St. Rank hold MARA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 19,720 shares of Marathon Digital Holdings worth $161K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,555 Marathon Digital Holdings shares in Q1 2026, an estimated $23.1K.
  • Marathon Digital Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2908 holding.
  • Carson Wealth (CWM LLC) first reported a position in Marathon Digital Holdings in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Marathon Digital Holdings position peaked at $299K in Q2 2025.
  • 386 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q1 2026.

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