Carson Wealth (CWM LLC)
PJT icon

Carson Wealth (CWM LLC)’s PJT Partners PJT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PJT Stock Details PJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$49.2K Buy
352
+201
+133% +$31.6K ﹤0.01% 3824
2025
Q4 		$25K Sell
151
-30
-17% -$5.13K ﹤0.01% 4047
2025
Q3 		$32K Buy
181
+61
+51% +$11K ﹤0.01% 3846
2025
Q2 		$20K Sell
120
-1
-0.8% -$145 ﹤0.01% 3920
2025
Q1 		$17K Buy
121
+21
+21% +$3.3K ﹤0.01% 3811
2024
Q4 		$16K Buy
100
+35
+54% +$5.34K ﹤0.01% 3598
2024
Q3 		$9K Buy
65
+36
+124% +$4.4K ﹤0.01% 3848
2024
Q2 		$3K Buy
29
+15
+107% +$1.51K ﹤0.01% 4111
2024
Q1 		$1K Hold
14
– – ﹤0.01% 4186
2023
Q4 		$1K Sell
14
-2
-13% -$172 ﹤0.01% 4008
2023
Q3 		$1K Buy
16
+2
+14% +$155 ﹤0.01% 4041
2023
Q2 		$1K Buy
+14
New +$967 ﹤0.01% 4031
2018
Q4 		– Sell
-25
Closed -$1K – 2212
2018
Q3 		$1K Hold
25
– – ﹤0.01% 1722
2018
Q2 		$1K Sell
25
-12
-32% -$657 ﹤0.01% 1570
2018
Q1 		$2K Hold
37
– – ﹤0.01% 1197
2017
Q4 		$2K Sell
37
-2
-5% -$81 ﹤0.01% 1290
2017
Q3 		$1K Hold
39
– – ﹤0.01% 1404
2017
Q2 		$2K Hold
39
– – ﹤0.01% 1026
2017
Q1 		$1K Hold
39
– – ﹤0.01% 1090
2016
Q4 		$1K Hold
39
– – ﹤0.01% 1064
2016
Q3 		$1K Hold
39
– – ﹤0.01% 956
2016
Q2 		$1K Hold
39
– – ﹤0.01% 754
2016
Q1 		$1K Buy
+39
New +$1K ﹤0.01% 714

Other funds holding PJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its PJT Partners (PJT) stake by 133% in Q1 2026, buying an estimated $31.6K and bringing the position to 352 shares worth $49.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3824.

Carson Wealth (CWM LLC) first reported a position in PJT in Q1 2016 and has held it in 23 quarters since. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 352 shares of PJT Partners worth $49.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 201 PJT Partners shares in Q1 2026, an estimated $31.6K.
  • PJT Partners made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3824 holding.
  • Carson Wealth (CWM LLC) first reported a position in PJT Partners in Q1 2016 and has held it in 23 quarters since.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

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