Carson Wealth (CWM LLC)
NMAX

Carson Wealth (CWM LLC)’s Newsmax Inc NMAX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NMAX Stock Details NMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$153K Buy
29,342
+26,196
+833% +$177K ﹤0.01% 2946
2025
Q4 		$24K Sell
3,146
-2,901
-48% -$27.9K ﹤0.01% 4079
2025
Q3 		$75K Buy
6,047
+124
+2% +$1.67K ﹤0.01% 3205
2025
Q2 		$90K Buy
5,923
+5,362
+956% +$140K ﹤0.01% 2819
2025
Q1 		$47K Buy
+561
New +$46.8K ﹤0.01% 3041

Other funds holding NMAX

GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Newsmax Inc (NMAX) stake by 833% in Q1 2026, buying an estimated $177K and bringing the position to 29,342 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #2946.

Carson Wealth (CWM LLC) first reported a position in NMAX in Q1 2025 and has held it in 5 quarters since. 219 funds tracked by Wall St. Rank hold NMAX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 29,342 shares of Newsmax Inc worth $153K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 26,196 Newsmax Inc shares in Q1 2026, an estimated $177K.
  • Newsmax Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2946 holding.
  • Carson Wealth (CWM LLC) first reported a position in Newsmax Inc in Q1 2025 and has held it in 5 quarters since.
  • 219 funds tracked by Wall St. Rank held Newsmax Inc as of Q1 2026.

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