Carson Wealth (CWM LLC)
MET icon

Carson Wealth (CWM LLC)’s MetLife MET Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MET Stock Details MET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-172
Closed -$37K – 356
2013
Q4 		$37K Buy
+172
New +$7.71K 0.01% 298

Other funds holding MET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its MetLife (MET) stake by 12% in Q1 2026, buying an estimated $373K and bringing the position to 45,282 shares worth $3.2M. The position accounts for 0.01% of the portfolio, ranked #1004.

Carson Wealth (CWM LLC) first reported a position in MET in Q3 2013 and has held it in 50 quarters since. The position peaked at $14.4M in Q2 2015. 1,371 funds tracked by Wall St. Rank hold MET as of Q1 2026.

  • Carson Wealth (CWM LLC) held 45,282 shares of MetLife worth $3.2M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,984 MetLife shares in Q1 2026, an estimated $373K.
  • MetLife made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1004 holding.
  • Carson Wealth (CWM LLC) first reported a position in MetLife in Q3 2013 and has held it in 50 quarters since.
  • Carson Wealth (CWM LLC)'s MetLife position peaked at $14.4M in Q2 2015.
  • 1,371 funds tracked by Wall St. Rank held MetLife as of Q1 2026.

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