Carson Wealth (CWM LLC)
MMLP icon

Carson Wealth (CWM LLC)’s Martin Midstream Partners MMLP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MMLP Stock Details MMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-733
Closed -$2K – 5531
2025
Q3 		$2K Buy
733
+400
+120% +$1.25K ﹤0.01% 5022
2025
Q2 		$1K Hold
333
– – ﹤0.01% 5034
2025
Q1 		$1K Hold
333
– – ﹤0.01% 4943
2024
Q4 		$1K Hold
333
– – ﹤0.01% 4751
2024
Q3 		$1K Buy
+333
New +$1.2K ﹤0.01% 4635
2017
Q4 		– Sell
-1,500
Closed -$23K – 1532
2017
Q3 		$23K Hold
1,500
– – ﹤0.01% 676
2017
Q2 		$26K Buy
+1,500
New +$28.1K ﹤0.01% 590
2017
Q1 		– Sell
-100
Closed -$2K – 1254
2016
Q4 		$2K Buy
+100
New +$1.84K ﹤0.01% 995

Other funds holding MMLP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MMLP Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Martin Midstream Partners (MMLP) in Q4 2025, closing a stake of 733 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in MMLP in Q4 2016 and held it in 8 quarters. The position peaked at $26K in Q2 2017. 41 funds tracked by Wall St. Rank hold MMLP as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Martin Midstream Partners position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 733 Martin Midstream Partners shares in Q4 2025, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Martin Midstream Partners in Q4 2016 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s Martin Midstream Partners position peaked at $26K in Q2 2017.
  • 41 funds tracked by Wall St. Rank held Martin Midstream Partners as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.