Carson Wealth (CWM LLC)
OKLO

Carson Wealth (CWM LLC)’s Oklo OKLO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OKLO Stock Details OKLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$718K Buy
14,487
+3,279
+29% +$236K ﹤0.01% 1768
2025
Q4 		$804K Sell
11,208
-12,766
-53% -$1.42M ﹤0.01% 1629
2025
Q3 		$2.68M Buy
23,974
+8,902
+59% +$697K 0.01% 967
2025
Q2 		$844K Buy
15,072
+10,092
+203% +$389K ﹤0.01% 1335
2025
Q1 		$108K Buy
4,980
+4,650
+1,409% +$157K ﹤0.01% 2372
2024
Q4 		$7K Buy
330
+315
+2,100% +$6.11K ﹤0.01% 4087
2024
Q3 		$0 Buy
+15
New +$113 ﹤0.01% 5215

Other funds holding OKLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DE
Defiance ETFs New York $7.37B AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Oklo (OKLO) stake by 29% in Q1 2026, buying an estimated $236K and bringing the position to 14,487 shares worth $718K. The position accounts for ﹤0.01% of the portfolio, ranked #1768.

Carson Wealth (CWM LLC) first reported a position in OKLO in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.68M in Q3 2025. 677 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,487 shares of Oklo worth $718K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,279 Oklo shares in Q1 2026, an estimated $236K.
  • Oklo made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1768 holding.
  • Carson Wealth (CWM LLC) first reported a position in Oklo in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Oklo position peaked at $2.68M in Q3 2025.
  • 677 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

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