Carson Wealth (CWM LLC)
OAKM

Carson Wealth (CWM LLC)’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OAKM Stock Details OAKM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.1K Hold
294
– – ﹤0.01% 4857
2025
Q4 		$8K Buy
+294
New +$7.98K ﹤0.01% 4677
2025
Q3 		– Sell
-573
Closed -$15K – 5624
2025
Q2 		$15K Buy
+573
New +$13.8K ﹤0.01% 4099

Other funds holding OAKM

CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AF
Abound Financial Granite Bay, California $251M AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Oakmark U.S. Large Cap ETF (OAKM) position steady in Q1 2026 at 294 shares worth $8.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4857.

Carson Wealth (CWM LLC) first reported a position in OAKM in Q2 2025 and has held it in 3 quarters since. The position peaked at $15K in Q2 2025. 97 funds tracked by Wall St. Rank hold OAKM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 294 shares of Oakmark U.S. Large Cap ETF worth $8.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Oakmark U.S. Large Cap ETF share count unchanged in Q1 2026.
  • Oakmark U.S. Large Cap ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4857 holding.
  • Carson Wealth (CWM LLC) first reported a position in Oakmark U.S. Large Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Oakmark U.S. Large Cap ETF position peaked at $15K in Q2 2025.
  • 97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q1 2026.

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