Carson Wealth (CWM LLC)
MLR icon

Carson Wealth (CWM LLC)’s Miller Industries MLR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MLR Stock Details MLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.4K Sell
887
-180
-17% -$7.68K ﹤0.01% 3958
2025
Q4 		$40K Buy
1,067
+218
+26% +$8.48K ﹤0.01% 3766
2025
Q3 		$34K Buy
849
+466
+122% +$19.6K ﹤0.01% 3801
2025
Q2 		$17K Buy
383
+41
+12% +$1.78K ﹤0.01% 4007
2025
Q1 		$14K Sell
342
-39
-10% -$2.27K ﹤0.01% 3917
2024
Q4 		$25K Buy
381
+48
+14% +$3.27K ﹤0.01% 3292
2024
Q3 		$20K Buy
333
+18
+6% +$1.08K ﹤0.01% 3356
2024
Q2 		$17K Buy
315
+31
+11% +$1.7K ﹤0.01% 3225
2024
Q1 		$14K Buy
284
+103
+57% +$4.49K ﹤0.01% 3138
2023
Q4 		$8K Buy
181
+11
+6% +$433 ﹤0.01% 3293
2023
Q3 		$7K Hold
170
– – ﹤0.01% 3309
2023
Q2 		$6K Hold
170
– – ﹤0.01% 3361
2023
Q1 		$6K Hold
170
– – ﹤0.01% 3217
2022
Q4 		$5K Sell
170
-13
-7% -$333 ﹤0.01% 3196
2022
Q3 		$4K Buy
+183
New +$4.23K ﹤0.01% 3188
2022
Q2 		– Sell
-12
Closed – – 3988
2022
Q1 		$0 Sell
12
-47
-80% -$1.45K ﹤0.01% 3734
2021
Q4 		$2K Buy
+59
New +$2.04K ﹤0.01% 3147

Other funds holding MLR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Miller Industries (MLR) stake by 17% in Q1 2026, selling an estimated $7.68K and leaving 887 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3958.

Carson Wealth (CWM LLC) first reported a position in MLR in Q4 2021 and has held it in 17 quarters since. 151 funds tracked by Wall St. Rank hold MLR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 887 shares of Miller Industries worth $40.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 180 Miller Industries shares in Q1 2026, an estimated $7.68K.
  • Miller Industries made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3958 holding.
  • Carson Wealth (CWM LLC) first reported a position in Miller Industries in Q4 2021 and has held it in 17 quarters since.
  • 151 funds tracked by Wall St. Rank held Miller Industries as of Q1 2026.

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