Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Palomar PLMR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PLMR Stock Details PLMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$175K Buy
1,463
+19
+1% +$2.37K ﹤0.01% 2839
2025
Q4 		$195K Buy
1,444
+164
+13% +$20K ﹤0.01% 2595
2025
Q3 		$149K Sell
1,280
-284
-18% -$36K ﹤0.01% 2678
2025
Q2 		$241K Buy
1,564
+42
+3% +$6.5K ﹤0.01% 2010
2025
Q1 		$209K Buy
1,522
+256
+20% +$30.3K ﹤0.01% 1901
2024
Q4 		$134K Sell
1,266
-843
-40% -$85.5K ﹤0.01% 2081
2024
Q3 		$200K Buy
2,109
+508
+32% +$46.8K ﹤0.01% 1757
2024
Q2 		$130K Buy
1,601
+217
+16% +$17.7K ﹤0.01% 1819
2024
Q1 		$116K Buy
1,384
+75
+6% +$5.14K ﹤0.01% 1793
2023
Q4 		$73K Sell
1,309
-265
-17% -$14.8K ﹤0.01% 1954
2023
Q3 		$80K Sell
1,574
-156
-9% -$8.53K ﹤0.01% 1769
2023
Q2 		$100K Sell
1,730
-130
-7% -$6.95K ﹤0.01% 1566
2023
Q1 		$103K Sell
1,860
-232
-11% -$12.4K ﹤0.01% 1481
2022
Q4 		$94K Sell
2,092
-42,479
-95% -$2.89M ﹤0.01% 1403
2022
Q3 		$3.73M Sell
44,571
-37,757
-46% -$2.77M 0.03% 326
2022
Q2 		$5.3M Sell
82,328
-11,668
-12% -$704K 0.04% 285
2022
Q1 		$6.01M Sell
93,996
-13,668
-13% -$776K 0.04% 277
2021
Q4 		$6.97M Buy
+107,664
New +$8.37M 0.05% 263
2021
Q2 		$8.62M Hold
114,273
– – 0.07% 214
2021
Q1 		$8.62M Hold
114,273
– – 0.07% 214
2020
Q4 		$8.62M Hold
114,273
– – 0.07% 214
2020
Q3 		$8.62M Hold
114,273
– – 0.07% 214
2020
Q2 		$8.62M Hold
114,273
– – 0.07% 214
2020
Q1 		$8.62M Hold
114,273
– – 0.07% 214
2019
Q4 		$8.62M Hold
114,273
– – 0.07% 214
2019
Q3 		$8.62M Hold
114,273
– – 0.07% 214
2019
Q2 		$8.62M Buy
+114,273
New +$2.51M 0.07% 214

Other funds holding PLMR

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Palomar (PLMR) stake by 1.3% in Q1 2026, buying an estimated $2.37K and bringing the position to 1,463 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #2839.

Carson Wealth (CWM LLC) first reported a position in PLMR in Q2 2019 and has held it in 27 quarters since. The position peaked at $8.62M in Q2 2021. 343 funds tracked by Wall St. Rank hold PLMR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,463 shares of Palomar worth $175K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 19 Palomar shares in Q1 2026, an estimated $2.37K.
  • Palomar made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2839 holding.
  • Carson Wealth (CWM LLC) first reported a position in Palomar in Q2 2019 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s Palomar position peaked at $8.62M in Q2 2021.
  • 343 funds tracked by Wall St. Rank held Palomar as of Q1 2026.

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