Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s M-tron Industries MPTI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MPTI Stock Details MPTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.1K Buy
211
+3
+1% +$191 ﹤0.01% 4628
2025
Q4 		$11K Sell
208
-4
-2% -$211 ﹤0.01% 4502
2025
Q3 		$12K Buy
+212
New +$9.5K ﹤0.01% 4402
2024
Q2 		– Sell
-150
Closed -$5K – 4801
2024
Q1 		$5K Buy
+150
New +$5.63K ﹤0.01% 3675

Other funds holding MPTI

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $255M AUM 50.52% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its M-tron Industries (MPTI) stake by 1.4% in Q1 2026, buying an estimated $191 and bringing the position to 211 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4628.

Carson Wealth (CWM LLC) first reported a position in MPTI in Q1 2024 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold MPTI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 211 shares of M-tron Industries worth $14.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3 M-tron Industries shares in Q1 2026, an estimated $191.
  • M-tron Industries made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4628 holding.
  • Carson Wealth (CWM LLC) first reported a position in M-tron Industries in Q1 2024 and has held it in 4 quarters since.
  • 97 funds tracked by Wall St. Rank held M-tron Industries as of Q1 2026.

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