Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Nucor NUE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NUE Stock Details NUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.53M Buy
38,639
+1,306
+3% +$228K 0.02% 703
2025
Q4 		$6.09M Sell
37,333
-1,254
-3% -$188K 0.02% 703
2025
Q3 		$5.23M Buy
38,587
+3,242
+9% +$459K 0.02% 695
2025
Q2 		$4.58M Buy
35,345
+11,349
+47% +$1.33M 0.02% 618
2025
Q1 		$2.89M Sell
23,996
-1,832
-7% -$236K 0.01% 702
2024
Q4 		$3.01M Sell
25,828
-680
-3% -$97.8K 0.01% 627
2024
Q3 		$3.98M Sell
26,508
-590
-2% -$88.8K 0.02% 495
2024
Q2 		$4.28M Buy
27,098
+3,743
+16% +$650K 0.02% 452
2024
Q1 		$4.62M Sell
23,355
-14,140
-38% -$2.58M 0.02% 434
2023
Q4 		$6.53M Sell
37,495
-11,096
-23% -$1.76M 0.04% 351
2023
Q3 		$7.6M Sell
48,591
-5,286
-10% -$875K 0.05% 285
2023
Q2 		$8.84M Buy
53,877
+44,245
+459% +$6.46M 0.05% 245
2023
Q1 		$1.49M Buy
9,632
+3,353
+53% +$533K 0.01% 541
2022
Q4 		$828K Buy
6,279
+351
+6% +$47.7K 0.01% 665
2022
Q3 		$634K Buy
5,928
+73
+1% +$9.16K 0.01% 684
2022
Q2 		$611K Sell
5,855
-900
-13% -$122K ﹤0.01% 686
2022
Q1 		$1M Buy
6,755
+1,207
+22% +$148K 0.01% 559
2021
Q4 		$633K Buy
+5,548
New +$607K ﹤0.01% 670
2021
Q2 		$503K Hold
5,247
– – ﹤0.01% 676
2021
Q1 		$503K Hold
5,247
– – ﹤0.01% 676
2020
Q4 		$503K Hold
5,247
– – ﹤0.01% 676
2020
Q3 		$503K Hold
5,247
– – ﹤0.01% 676
2020
Q2 		$503K Hold
5,247
– – ﹤0.01% 676
2020
Q1 		$503K Hold
5,247
– – ﹤0.01% 676
2019
Q4 		$503K Hold
5,247
– – ﹤0.01% 676
2019
Q3 		$503K Hold
5,247
– – ﹤0.01% 676
2019
Q2 		$503K Hold
5,247
– – ﹤0.01% 676
2019
Q1 		$503K Buy
5,247
+4,520
+622% +$265K ﹤0.01% 676
2018
Q4 		$38K Sell
727
-150
-17% -$8.87K ﹤0.01% 952
2018
Q3 		$56K Buy
877
+150
+21% +$9.6K ﹤0.01% 727
2018
Q2 		$45K Buy
727
+37
+5% +$2.36K ﹤0.01% 655
2018
Q1 		$42K Sell
690
-188
-21% -$12.5K ﹤0.01% 584
2017
Q4 		$56K Hold
878
– – ﹤0.01% 512
2017
Q3 		$49K Sell
878
-15
-2% -$848 ﹤0.01% 535
2017
Q2 		$52K Hold
893
– – ﹤0.01% 472
2017
Q1 		$53K Sell
893
-86
-9% -$5.25K ﹤0.01% 448
2016
Q4 		$58K Buy
979
+306
+45% +$17.1K ﹤0.01% 427
2016
Q3 		$33K Buy
673
+640
+1,939% +$32.6K ﹤0.01% 485
2016
Q2 		$2K Buy
+33
New +$1.61K ﹤0.01% 720
2014
Q1 		– Sell
-146
Closed -$8K – 379
2013
Q4 		$8K Buy
146
+40
+38% +$2.06K ﹤0.01% 471
2013
Q3 		$5K Buy
+106
New +$4.97K ﹤0.01% 380

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Nucor (NUE) stake by 3.5% in Q1 2026, buying an estimated $228K and bringing the position to 38,639 shares worth $6.53M. The position accounts for 0.02% of the portfolio, ranked #703.

Carson Wealth (CWM LLC) first reported a position in NUE in Q3 2013 and has held it in 41 quarters since. The position peaked at $8.84M in Q2 2023. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 38,639 shares of Nucor worth $6.53M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,306 Nucor shares in Q1 2026, an estimated $228K.
  • Nucor made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #703 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nucor in Q3 2013 and has held it in 41 quarters since.
  • Carson Wealth (CWM LLC)'s Nucor position peaked at $8.84M in Q2 2023.
  • 1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

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