Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s POSCO PKX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PKX Stock Details PKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$216K Buy
3,691
+745
+25% +$45.2K ﹤0.01% 2676
2025
Q4 		$157K Buy
2,946
+440
+18% +$23.2K ﹤0.01% 2754
2025
Q3 		$123K Sell
2,506
-146
-6% -$7.87K ﹤0.01% 2814
2025
Q2 		$129K Sell
2,652
-32
-1% -$1.47K ﹤0.01% 2508
2025
Q1 		$128K Buy
2,684
+85
+3% +$3.98K ﹤0.01% 2222
2024
Q4 		$113K Buy
2,599
+268
+11% +$14.9K ﹤0.01% 2206
2024
Q3 		$163K Buy
2,331
+327
+16% +$21.4K ﹤0.01% 1871
2024
Q2 		$132K Buy
2,004
+373
+23% +$26.4K ﹤0.01% 1811
2024
Q1 		$128K Buy
1,631
+330
+25% +$27.2K ﹤0.01% 1740
2023
Q4 		$124K Buy
1,301
+152
+13% +$13.7K ﹤0.01% 1628
2023
Q3 		$118K Sell
1,149
-37
-3% -$3.86K ﹤0.01% 1544
2023
Q2 		$88K Buy
1,186
+121
+11% +$8.8K ﹤0.01% 1636
2023
Q1 		$74K Buy
1,065
+245
+30% +$15.1K ﹤0.01% 1652
2022
Q4 		$45K Buy
820
+85
+12% +$4.21K ﹤0.01% 1800
2022
Q3 		$27K Buy
735
+271
+58% +$12.1K ﹤0.01% 2027
2022
Q2 		$21K Buy
464
+9
+2% +$496 ﹤0.01% 2083
2022
Q1 		$27K Buy
455
+225
+98% +$13.3K ﹤0.01% 1900
2021
Q4 		$13K Buy
+230
New +$14.3K ﹤0.01% 2215
2018
Q3 		– Sell
-73
Closed -$5K – 1953
2018
Q2 		$5K Buy
73
+37
+103% +$3K ﹤0.01% 1205
2018
Q1 		$3K Buy
36
+21
+140% +$1.77K ﹤0.01% 1118
2017
Q4 		$1K Buy
+15
New +$1.11K ﹤0.01% 1386

Other funds holding PKX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its POSCO (PKX) stake by 25% in Q1 2026, buying an estimated $45.2K and bringing the position to 3,691 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #2676.

Carson Wealth (CWM LLC) first reported a position in PKX in Q4 2017 and has held it in 21 quarters since. 170 funds tracked by Wall St. Rank hold PKX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,691 shares of POSCO worth $216K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 745 POSCO shares in Q1 2026, an estimated $45.2K.
  • POSCO made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2676 holding.
  • Carson Wealth (CWM LLC) first reported a position in POSCO in Q4 2017 and has held it in 21 quarters since.
  • 170 funds tracked by Wall St. Rank held POSCO as of Q1 2026.

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