Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Minerals Technologies MTX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MTX Stock Details MTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$754K Buy
10,629
+2,262
+27% +$156K ﹤0.01% 1724
2025
Q4 		$510K Sell
8,367
-2,385
-22% -$141K ﹤0.01% 1906
2025
Q3 		$668K Buy
10,752
+4,215
+64% +$257K ﹤0.01% 1634
2025
Q2 		$360K Buy
6,537
+5,780
+764% +$326K ﹤0.01% 1756
2025
Q1 		$48K Sell
757
-1,844
-71% -$132K ﹤0.01% 3027
2024
Q4 		$198K Buy
2,601
+731
+39% +$57.6K ﹤0.01% 1827
2024
Q3 		$144K Buy
1,870
+540
+41% +$41.6K ﹤0.01% 1953
2024
Q2 		$111K Buy
1,330
+1,136
+586% +$89.9K ﹤0.01% 1903
2024
Q1 		$15K Buy
194
+122
+169% +$8.56K ﹤0.01% 3097
2023
Q4 		$5K Sell
72
-63
-47% -$3.73K ﹤0.01% 3525
2023
Q3 		$7K Sell
135
-47
-26% -$2.68K ﹤0.01% 3310
2023
Q2 		$10K Sell
182
-34
-16% -$1.98K ﹤0.01% 3088
2023
Q1 		$13K Hold
216
– – ﹤0.01% 2798
2022
Q4 		$13K Buy
216
+45
+26% +$2.55K ﹤0.01% 2655
2022
Q3 		$8K Buy
+171
New +$10.4K ﹤0.01% 2830
2022
Q2 		– Sell
-60
Closed -$4K – 3994
2022
Q1 		$4K Buy
+60
New +$4.15K ﹤0.01% 2940
2017
Q1 		– Sell
-35
Closed -$3K – 1256
2016
Q4 		$3K Buy
+35
New +$2.6K ﹤0.01% 929

Other funds holding MTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Minerals Technologies (MTX) stake by 27% in Q1 2026, buying an estimated $156K and bringing the position to 10,629 shares worth $754K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Carson Wealth (CWM LLC) first reported a position in MTX in Q4 2016 and has held it in 17 quarters since. 280 funds tracked by Wall St. Rank hold MTX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,629 shares of Minerals Technologies worth $754K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,262 Minerals Technologies shares in Q1 2026, an estimated $156K.
  • Minerals Technologies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1724 holding.
  • Carson Wealth (CWM LLC) first reported a position in Minerals Technologies in Q4 2016 and has held it in 17 quarters since.
  • 280 funds tracked by Wall St. Rank held Minerals Technologies as of Q1 2026.

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