Carson Wealth (CWM LLC)
NKSH icon

Carson Wealth (CWM LLC)’s National Bankshares NKSH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NKSH Stock Details NKSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.1K Hold
304
– – ﹤0.01% 4732
2025
Q4 		$10K Sell
304
-51
-14% -$1.54K ﹤0.01% 4551
2025
Q3 		$10K Buy
355
+160
+82% +$4.73K ﹤0.01% 4483
2025
Q2 		$5K Buy
195
+24
+14% +$623 ﹤0.01% 4630
2025
Q1 		$5K Buy
171
+11
+7% +$309 ﹤0.01% 4469
2024
Q4 		$5K Sell
160
-6
-4% -$181 ﹤0.01% 4225
2024
Q3 		$5K Buy
166
+69
+71% +$2.04K ﹤0.01% 4118
2024
Q2 		$3K Buy
97
+53
+120% +$1.57K ﹤0.01% 4093
2024
Q1 		$1K Hold
44
– – ﹤0.01% 4172
2023
Q4 		$1K Buy
44
+23
+110% +$618 ﹤0.01% 3988
2023
Q3 		$1K Buy
+21
New +$582 ﹤0.01% 4029
2022
Q3 		– Sell
-640
Closed -$20K – 4099
2022
Q2 		$20K Buy
+640
New +$21.6K ﹤0.01% 2114

Other funds holding NKSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its National Bankshares (NKSH) position steady in Q1 2026 at 304 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4732.

Carson Wealth (CWM LLC) first reported a position in NKSH in Q2 2022 and has held it in 12 quarters since. The position peaked at $20K in Q2 2022. 92 funds tracked by Wall St. Rank hold NKSH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 304 shares of National Bankshares worth $11.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its National Bankshares share count unchanged in Q1 2026.
  • National Bankshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4732 holding.
  • Carson Wealth (CWM LLC) first reported a position in National Bankshares in Q2 2022 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s National Bankshares position peaked at $20K in Q2 2022.
  • 92 funds tracked by Wall St. Rank held National Bankshares as of Q1 2026.

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