Carson Wealth (CWM LLC)
MMI icon

Carson Wealth (CWM LLC)’s Marcus & Millichap MMI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MMI Stock Details MMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$242K Buy
9,116
+6,859
+304% +$180K ﹤0.01% 2564
2025
Q4 		$62K Sell
2,257
-1,004
-31% -$29K ﹤0.01% 3437
2025
Q3 		$96K Buy
3,261
+2,445
+300% +$76.8K ﹤0.01% 3020
2025
Q2 		$25K Buy
816
+277
+51% +$8.41K ﹤0.01% 3773
2025
Q1 		$19K Buy
539
+279
+107% +$10.3K ﹤0.01% 3716
2024
Q4 		$10K Buy
260
+134
+106% +$5.25K ﹤0.01% 3879
2024
Q3 		$5K Buy
126
+104
+473% +$3.92K ﹤0.01% 4112
2024
Q2 		$1K Sell
22
-2
-8% -$65 ﹤0.01% 4421
2024
Q1 		$1K Buy
24
+11
+85% +$403 ﹤0.01% 4166
2023
Q4 		$1K Sell
13
-9
-41% -$299 ﹤0.01% 3980
2023
Q3 		$1K Hold
22
– – ﹤0.01% 4020
2023
Q2 		$1K Sell
22
-81
-79% -$2.5K ﹤0.01% 4005
2023
Q1 		$3K Buy
103
+94
+1,044% +$3.26K ﹤0.01% 3535
2022
Q4 		$0 Sell
9
-11
-55% -$390 ﹤0.01% 4142
2022
Q3 		$1K Buy
+20
New +$756 ﹤0.01% 3698
2022
Q2 		– Sell
-115
Closed -$6K – 3989
2022
Q1 		$6K Buy
+115
New +$5.51K ﹤0.01% 2764

Other funds holding MMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Marcus & Millichap (MMI) stake by 304% in Q1 2026, buying an estimated $180K and bringing the position to 9,116 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #2564.

Carson Wealth (CWM LLC) first reported a position in MMI in Q1 2022 and has held it in 16 quarters since. 172 funds tracked by Wall St. Rank hold MMI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,116 shares of Marcus & Millichap worth $242K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,859 Marcus & Millichap shares in Q1 2026, an estimated $180K.
  • Marcus & Millichap made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2564 holding.
  • Carson Wealth (CWM LLC) first reported a position in Marcus & Millichap in Q1 2022 and has held it in 16 quarters since.
  • 172 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2026.

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