Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s NACCO Industries NC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NC Stock Details NC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.73M Buy
33,327
+55
+0.2% +$2.84K ﹤0.01% 1261
2025
Q4 		$1.63M Buy
33,272
+21
+0.1% +$965 ﹤0.01% 1238
2025
Q3 		$1.4M Buy
33,251
+58
+0.2% +$2.3K ﹤0.01% 1240
2025
Q2 		$1.47M Buy
33,193
+52
+0.2% +$1.89K 0.01% 1071
2025
Q1 		$1.12M Sell
33,141
-626
-2% -$20.2K ﹤0.01% 1066
2024
Q4 		$1.01M Buy
33,767
+78
+0.2% +$2.31K ﹤0.01% 1081
2024
Q3 		$955K Buy
33,689
+19
+0.1% +$536 ﹤0.01% 1062
2024
Q2 		$932K Buy
33,670
+55
+0.2% +$1.67K ﹤0.01% 934
2024
Q1 		$1.01M Buy
+33,615
New +$1.14M ﹤0.01% 847

Other funds holding NC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its NACCO Industries (NC) stake by 0.17% in Q1 2026, buying an estimated $2.84K and bringing the position to 33,327 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Carson Wealth (CWM LLC) first reported a position in NC in Q1 2024 and has held it in 9 quarters since. 94 funds tracked by Wall St. Rank hold NC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 33,327 shares of NACCO Industries worth $1.73M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 55 NACCO Industries shares in Q1 2026, an estimated $2.84K.
  • NACCO Industries made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1261 holding.
  • Carson Wealth (CWM LLC) first reported a position in NACCO Industries in Q1 2024 and has held it in 9 quarters since.
  • 94 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2026.

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