Carson Wealth (CWM LLC)
MMS icon

Carson Wealth (CWM LLC)’s Maximus MMS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MMS Stock Details MMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$422K Sell
6,576
-5,957
-48% -$484K ﹤0.01% 2136
2025
Q4 		$1.08M Sell
12,533
-2,163
-15% -$185K ﹤0.01% 1452
2025
Q3 		$1.34M Buy
14,696
+7,452
+103% +$604K ﹤0.01% 1257
2025
Q2 		$509K Buy
7,244
+4,970
+219% +$349K ﹤0.01% 1583
2025
Q1 		$155K Buy
2,274
+357
+19% +$25.4K ﹤0.01% 2092
2024
Q4 		$143K Buy
1,917
+1,229
+179% +$100K ﹤0.01% 2056
2024
Q3 		$64K Buy
688
+88
+15% +$7.87K ﹤0.01% 2510
2024
Q2 		$51K Buy
600
+87
+17% +$7.31K ﹤0.01% 2467
2024
Q1 		$43K Buy
513
+185
+56% +$15.2K ﹤0.01% 2398
2023
Q4 		$28K Sell
328
-125
-28% -$9.97K ﹤0.01% 2563
2023
Q3 		$34K Sell
453
-26
-5% -$2.12K ﹤0.01% 2326
2023
Q2 		$40K Sell
479
-236
-33% -$19.4K ﹤0.01% 2141
2023
Q1 		$56K Sell
715
-201
-22% -$15.5K ﹤0.01% 1797
2022
Q4 		$67K Buy
916
+384
+72% +$24.8K ﹤0.01% 1573
2022
Q3 		$31K Sell
532
-94
-15% -$5.86K ﹤0.01% 1939
2022
Q2 		$39K Sell
626
-541
-46% -$36.6K ﹤0.01% 1743
2022
Q1 		$87K Sell
1,167
-2,648
-69% -$203K ﹤0.01% 1382
2021
Q4 		$304K Buy
+3,815
New +$312K ﹤0.01% 863
2018
Q4 		– Sell
-135
Closed -$9K – 2192
2018
Q3 		$9K Sell
135
-17
-11% -$1.1K ﹤0.01% 1191
2018
Q2 		$9K Buy
+152
New +$9.85K ﹤0.01% 1034

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Maximus (MMS) stake by 48% in Q1 2026, selling an estimated $484K and leaving 6,576 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #2136.

Carson Wealth (CWM LLC) first reported a position in MMS in Q2 2018 and has held it in 20 quarters since. The position peaked at $1.34M in Q3 2025. 373 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,576 shares of Maximus worth $422K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5,957 Maximus shares in Q1 2026, an estimated $484K.
  • Maximus made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2136 holding.
  • Carson Wealth (CWM LLC) first reported a position in Maximus in Q2 2018 and has held it in 20 quarters since.
  • Carson Wealth (CWM LLC)'s Maximus position peaked at $1.34M in Q3 2025.
  • 373 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

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