Carson Wealth (CWM LLC)
MP icon

Carson Wealth (CWM LLC)’s MP Materials MP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MP Stock Details MP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$244K Sell
5,053
-585
-10% -$35K ﹤0.01% 2554
2025
Q4 		$285K Buy
5,638
+512
+10% +$32.5K ﹤0.01% 2293
2025
Q3 		$344K Buy
5,126
+1,056
+26% +$66.4K ﹤0.01% 2013
2025
Q2 		$135K Buy
4,070
+504
+14% +$12.9K ﹤0.01% 2472
2025
Q1 		$87K Buy
3,566
+505
+16% +$11.7K ﹤0.01% 2538
2024
Q4 		$48K Sell
3,061
-7,081
-70% -$131K ﹤0.01% 2835
2024
Q3 		$179K Buy
10,142
+315
+3% +$4.28K ﹤0.01% 1815
2024
Q2 		$125K Buy
9,827
+7,957
+426% +$125K ﹤0.01% 1838
2024
Q1 		$27K Buy
1,870
+203
+12% +$3.21K ﹤0.01% 2709
2023
Q4 		$33K Buy
1,667
+766
+85% +$13.1K ﹤0.01% 2447
2023
Q3 		$17K Buy
901
+485
+117% +$10.8K ﹤0.01% 2793
2023
Q2 		$10K Sell
416
-1,157
-74% -$26.5K ﹤0.01% 3086
2023
Q1 		$44K Sell
1,573
-2,765
-64% -$83.6K ﹤0.01% 1953
2022
Q4 		$105K Buy
4,338
+1,137
+36% +$34.5K ﹤0.01% 1359
2022
Q3 		$87K Buy
3,201
+3,111
+3,457% +$102K ﹤0.01% 1399
2022
Q2 		$3K Sell
90
-23
-20% -$928 ﹤0.01% 3213
2022
Q1 		$6K Sell
113
-1,815
-94% -$79.9K ﹤0.01% 2765
2021
Q4 		$88K Buy
+1,928
New +$76K ﹤0.01% 1340
2021
Q2 		$298K Hold
8,085
– – ﹤0.01% 784
2021
Q1 		$298K Hold
8,085
– – ﹤0.01% 784
2020
Q4 		$298K Hold
8,085
– – ﹤0.01% 784
2020
Q3 		$298K Hold
8,085
– – ﹤0.01% 784
2020
Q2 		$298K Buy
+8,085
New +$80.2K ﹤0.01% 784

Other funds holding MP

HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its MP Materials (MP) stake by 10% in Q1 2026, selling an estimated $35K and leaving 5,053 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #2554.

Carson Wealth (CWM LLC) first reported a position in MP in Q2 2020 and has held it in 23 quarters since. The position peaked at $344K in Q3 2025. 715 funds tracked by Wall St. Rank hold MP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,053 shares of MP Materials worth $244K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 585 MP Materials shares in Q1 2026, an estimated $35K.
  • MP Materials made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2554 holding.
  • Carson Wealth (CWM LLC) first reported a position in MP Materials in Q2 2020 and has held it in 23 quarters since.
  • Carson Wealth (CWM LLC)'s MP Materials position peaked at $344K in Q3 2025.
  • 715 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

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