Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s M/I Homes MHO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MHO Stock Details MHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$432K Buy
3,532
+258
+8% +$34.7K ﹤0.01% 2118
2025
Q4 		$419K Buy
3,274
+234
+8% +$30.9K ﹤0.01% 2030
2025
Q3 		$439K Buy
3,040
+334
+12% +$45.2K ﹤0.01% 1877
2025
Q2 		$303K Buy
2,706
+1,422
+111% +$154K ﹤0.01% 1861
2025
Q1 		$147K Buy
1,284
+551
+75% +$67.6K ﹤0.01% 2116
2024
Q4 		$97K Sell
733
-110
-13% -$17.3K ﹤0.01% 2299
2024
Q3 		$144K Buy
843
+336
+66% +$51K ﹤0.01% 1952
2024
Q2 		$62K Buy
507
+329
+185% +$40.2K ﹤0.01% 2313
2024
Q1 		$24K Buy
178
+39
+28% +$4.95K ﹤0.01% 2778
2023
Q4 		$19K Sell
139
-83
-37% -$8.3K ﹤0.01% 2804
2023
Q3 		$19K Hold
222
– – ﹤0.01% 2715
2023
Q2 		$19K Buy
222
+112
+102% +$7.93K ﹤0.01% 2682
2023
Q1 		$7K Buy
110
+18
+20% +$1.04K ﹤0.01% 3147
2022
Q4 		$4K Buy
92
+20
+28% +$859 ﹤0.01% 3307
2022
Q3 		$3K Sell
72
-119
-62% -$5.14K ﹤0.01% 3327
2022
Q2 		$8K Buy
191
+21
+12% +$912 ﹤0.01% 2711
2022
Q1 		$8K Sell
170
-23
-12% -$1.17K ﹤0.01% 2624
2021
Q4 		$12K Buy
+193
New +$11.5K ﹤0.01% 2252

Other funds holding MHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its M/I Homes (MHO) stake by 7.9% in Q1 2026, buying an estimated $34.7K and bringing the position to 3,532 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #2118.

Carson Wealth (CWM LLC) first reported a position in MHO in Q4 2021 and has held it in 18 quarters since. The position peaked at $439K in Q3 2025. 332 funds tracked by Wall St. Rank hold MHO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,532 shares of M/I Homes worth $432K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 258 M/I Homes shares in Q1 2026, an estimated $34.7K.
  • M/I Homes made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2118 holding.
  • Carson Wealth (CWM LLC) first reported a position in M/I Homes in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s M/I Homes position peaked at $439K in Q3 2025.
  • 332 funds tracked by Wall St. Rank held M/I Homes as of Q1 2026.

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