Carson Wealth (CWM LLC)
PMI

Carson Wealth (CWM LLC)’s Picard Medical PMI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PMI Stock Details PMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.24K Buy
+62
New +$4.5K ﹤0.01% 5161

Other funds holding PMI

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $92.6M AUM 41.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Picard Medical (PMI) in Q1 2026: 62 shares worth $3.24K. The stake represents ﹤0.01% of the portfolio and ranks #5161 among its holdings.

35 funds tracked by Wall St. Rank hold PMI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 62 shares of Picard Medical worth $3.24K as of Q1 2026.
  • Picard Medical was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Picard Medical made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5161 holding.
  • 35 funds tracked by Wall St. Rank held Picard Medical as of Q1 2026.

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