Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s National Presto Industries NPK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NPK Stock Details NPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$799K Sell
5,830
-1,140
-16% -$146K ﹤0.01% 1686
2025
Q4 		$744K Sell
6,970
-1,272
-15% -$133K ﹤0.01% 1671
2025
Q3 		$924K Sell
8,242
-859
-9% -$91.2K ﹤0.01% 1457
2025
Q2 		$892K Sell
9,101
-479
-5% -$41.9K ﹤0.01% 1302
2025
Q1 		$842K Sell
9,580
-1,373
-13% -$131K ﹤0.01% 1228
2024
Q4 		$1.08M Sell
10,953
-356
-3% -$28.6K ﹤0.01% 1041
2024
Q3 		$850K Sell
11,309
-74
-0.7% -$5.52K ﹤0.01% 1125
2024
Q2 		$855K Sell
11,383
-1,271
-10% -$100K ﹤0.01% 979
2024
Q1 		$1.06M Sell
12,654
-1,083
-8% -$85.6K 0.01% 825
2023
Q4 		$1.1M Sell
13,737
-1,200
-8% -$92.2K 0.01% 767
2023
Q3 		$1.08M Sell
14,937
-1,002
-6% -$75.7K 0.01% 713
2023
Q2 		$1.17M Sell
15,939
-941
-6% -$69.2K 0.01% 664
2023
Q1 		$1.22M Buy
16,880
+367
+2% +$26.8K 0.01% 599
2022
Q4 		$1.13M Buy
16,513
+987
+6% +$67.5K 0.01% 580
2022
Q3 		$1.01M Buy
15,526
+157
+1% +$10.9K 0.01% 560
2022
Q2 		$1.01M Sell
15,369
-60
-0.4% -$4.26K 0.01% 561
2022
Q1 		$1.19M Sell
15,429
-1,947
-11% -$158K 0.01% 521
2021
Q4 		$1.43M Buy
+17,376
New +$1.46M 0.01% 510
2021
Q2 		$1.84M Hold
18,090
– – 0.01% 453
2021
Q1 		$1.84M Hold
18,090
– – 0.01% 453
2020
Q4 		$1.84M Hold
18,090
– – 0.01% 453
2020
Q3 		$1.84M Hold
18,090
– – 0.01% 453
2020
Q2 		$1.84M Hold
18,090
– – 0.01% 453
2020
Q1 		$1.84M Hold
18,090
– – 0.01% 453
2019
Q4 		$1.84M Hold
18,090
– – 0.01% 453
2019
Q3 		$1.84M Hold
18,090
– – 0.01% 453
2019
Q2 		$1.84M Hold
18,090
– – 0.01% 453
2019
Q1 		$1.84M Buy
18,090
+18,082
+226,025% +$2.1M 0.01% 453
2018
Q4 		$1K Hold
8
– – ﹤0.01% 1948
2018
Q3 		$1K Hold
8
– – ﹤0.01% 1712
2018
Q2 		$1K Buy
+8
New +$864 ﹤0.01% 1558

Other funds holding NPK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
MVP
Medina Value Partners Los Angeles, California $510M AUM 26.16% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.87B AUM 46.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Carson Wealth (CWM LLC) reduced its National Presto Industries (NPK) stake by 16% in Q1 2026, selling an estimated $146K and leaving 5,830 shares worth $799K. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

Carson Wealth (CWM LLC) first reported a position in NPK in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.84M in Q2 2021. 183 funds tracked by Wall St. Rank hold NPK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,830 shares of National Presto Industries worth $799K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,140 National Presto Industries shares in Q1 2026, an estimated $146K.
  • National Presto Industries made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1686 holding.
  • Carson Wealth (CWM LLC) first reported a position in National Presto Industries in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s National Presto Industries position peaked at $1.84M in Q2 2021.
  • 183 funds tracked by Wall St. Rank held National Presto Industries as of Q1 2026.

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