Carson Wealth (CWM LLC)
MRTN icon

Carson Wealth (CWM LLC)’s Marten Transport MRTN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MRTN Stock Details MRTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$147K Buy
11,182
+3,732
+50% +$47.9K ﹤0.01% 2973
2025
Q4 		$85K Sell
7,450
-2,381
-24% -$25.3K ﹤0.01% 3190
2025
Q3 		$105K Buy
9,831
+2,283
+30% +$27.8K ﹤0.01% 2955
2025
Q2 		$98K Buy
7,548
+4,508
+148% +$59.4K ﹤0.01% 2753
2025
Q1 		$42K Buy
3,040
+245
+9% +$3.65K ﹤0.01% 3122
2024
Q4 		$44K Sell
2,795
-627
-18% -$10.4K ﹤0.01% 2897
2024
Q3 		$61K Buy
3,422
+103
+3% +$1.81K ﹤0.01% 2550
2024
Q2 		$61K Buy
3,319
+1,561
+89% +$27.4K ﹤0.01% 2332
2024
Q1 		$32K Sell
1,758
-397
-18% -$7.63K ﹤0.01% 2603
2023
Q4 		$45K Sell
2,155
-202
-9% -$3.86K ﹤0.01% 2240
2023
Q3 		$46K Sell
2,357
-18
-0.8% -$381 ﹤0.01% 2117
2023
Q2 		$51K Sell
2,375
-49
-2% -$1.03K ﹤0.01% 1972
2023
Q1 		$51K Sell
2,424
-7
-0.3% -$149 ﹤0.01% 1862
2022
Q4 		$48K Sell
2,431
-395
-14% -$7.88K ﹤0.01% 1765
2022
Q3 		$54K Sell
2,826
-149
-5% -$2.98K ﹤0.01% 1626
2022
Q2 		$50K Sell
2,975
-908
-23% -$15.6K ﹤0.01% 1635
2022
Q1 		$69K Sell
3,883
-3,148
-45% -$55.1K ﹤0.01% 1469
2021
Q4 		$121K Buy
+7,031
New +$116K ﹤0.01% 1223
2021
Q2 		$17K Hold
1,036
– – ﹤0.01% 1872
2021
Q1 		$17K Hold
1,036
– – ﹤0.01% 1872
2020
Q4 		$17K Hold
1,036
– – ﹤0.01% 1871
2020
Q3 		$17K Sell
1,036
-518
-33% -$9.16K ﹤0.01% 1871
2020
Q2 		$17K Hold
1,554
– – ﹤0.01% 1871
2020
Q1 		$17K Hold
1,554
– – ﹤0.01% 1871
2019
Q4 		$17K Hold
1,554
– – ﹤0.01% 1870
2019
Q3 		$17K Hold
1,554
– – ﹤0.01% 1870
2019
Q2 		$17K Hold
1,554
– – ﹤0.01% 1870
2019
Q1 		$17K Buy
1,554
+796
+105% +$9.73K ﹤0.01% 1870
2018
Q4 		$8K Hold
758
– – ﹤0.01% 1412
2018
Q3 		$11K Buy
+758
New +$11.3K ﹤0.01% 1130

Other funds holding MRTN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Marten Transport (MRTN) stake by 50% in Q1 2026, buying an estimated $47.9K and bringing the position to 11,182 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #2973.

Carson Wealth (CWM LLC) first reported a position in MRTN in Q3 2018 and has held it in 30 quarters since. 225 funds tracked by Wall St. Rank hold MRTN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,182 shares of Marten Transport worth $147K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,732 Marten Transport shares in Q1 2026, an estimated $47.9K.
  • Marten Transport made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2973 holding.
  • Carson Wealth (CWM LLC) first reported a position in Marten Transport in Q3 2018 and has held it in 30 quarters since.
  • 225 funds tracked by Wall St. Rank held Marten Transport as of Q1 2026.

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