Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Nomura Holdings NMR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NMR Stock Details NMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$145K Buy
18,381
+5,210
+40% +$44.9K ﹤0.01% 2981
2025
Q4 		$111K Buy
13,171
+258
+2% +$1.93K ﹤0.01% 2988
2025
Q3 		$94K Buy
12,913
+145
+1% +$1.02K ﹤0.01% 3032
2025
Q2 		$84K Sell
12,768
-1,161
-8% -$6.79K ﹤0.01% 2865
2025
Q1 		$86K Sell
13,929
-5,100
-27% -$32.5K ﹤0.01% 2549
2024
Q4 		$110K Sell
19,029
-961
-5% -$5.46K ﹤0.01% 2220
2024
Q3 		$104K Sell
19,990
-190
-0.9% -$1.08K ﹤0.01% 2177
2024
Q2 		$117K Sell
20,180
-40
-0.2% -$237 ﹤0.01% 1869
2024
Q1 		$130K Buy
20,220
+602
+3% +$3.34K ﹤0.01% 1732
2023
Q4 		$88K Sell
19,618
-947
-5% -$3.9K ﹤0.01% 1839
2023
Q3 		$83K Buy
20,565
+2,010
+11% +$8K ﹤0.01% 1747
2023
Q2 		$71K Buy
18,555
+1,539
+9% +$5.7K ﹤0.01% 1764
2023
Q1 		$65K Buy
17,016
+5,422
+47% +$21.4K ﹤0.01% 1730
2022
Q4 		$43K Buy
11,594
+6,878
+146% +$23.8K ﹤0.01% 1824
2022
Q3 		$16K Buy
4,716
+3,291
+231% +$12K ﹤0.01% 2387
2022
Q2 		$5K Sell
1,425
-7,037
-83% -$26.9K ﹤0.01% 2992
2022
Q1 		$36K Buy
8,462
+3,455
+69% +$15.6K ﹤0.01% 1764
2021
Q4 		$22K Buy
+5,007
New +$22.7K ﹤0.01% 1942

Other funds holding NMR

DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Nomura Holdings (NMR) stake by 40% in Q1 2026, buying an estimated $44.9K and bringing the position to 18,381 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #2981.

Carson Wealth (CWM LLC) first reported a position in NMR in Q4 2021 and has held it in 18 quarters since. 276 funds tracked by Wall St. Rank hold NMR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18,381 shares of Nomura Holdings worth $145K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,210 Nomura Holdings shares in Q1 2026, an estimated $44.9K.
  • Nomura Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2981 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nomura Holdings in Q4 2021 and has held it in 18 quarters since.
  • 276 funds tracked by Wall St. Rank held Nomura Holdings as of Q1 2026.

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