Carson Wealth (CWM LLC)
POST icon

Carson Wealth (CWM LLC)’s Post Holdings POST Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$94.2K Buy
953
+197
+26% +$20.1K ﹤0.01% 3325
2025
Q4 		$75K Sell
756
-1,449
-66% -$150K ﹤0.01% 3298
2025
Q3 		$237K Sell
2,205
-1,035
-32% -$111K ﹤0.01% 2317
2025
Q2 		$353K Buy
3,240
+1,750
+117% +$196K ﹤0.01% 1765
2025
Q1 		$173K Sell
1,490
-1,495
-50% -$166K ﹤0.01% 2029
2024
Q4 		$342K Buy
2,985
+1,008
+51% +$115K ﹤0.01% 1520
2024
Q3 		$229K Buy
1,977
+691
+54% +$77.5K ﹤0.01% 1688
2024
Q2 		$134K Sell
1,286
-146
-10% -$15.2K ﹤0.01% 1804
2024
Q1 		$152K Buy
1,432
+193
+16% +$19.3K ﹤0.01% 1653
2023
Q4 		$109K Sell
1,239
-59
-5% -$5.01K ﹤0.01% 1707
2023
Q3 		$111K Sell
1,298
-53
-4% -$4.63K ﹤0.01% 1575
2023
Q2 		$117K Sell
1,351
-32
-2% -$2.81K ﹤0.01% 1498
2023
Q1 		$124K Sell
1,383
-81
-6% -$7.37K ﹤0.01% 1383
2022
Q4 		$132K Buy
1,464
+54
+4% +$4.81K ﹤0.01% 1262
2022
Q3 		$115K Buy
1,410
+54
+4% +$4.67K ﹤0.01% 1285
2022
Q2 		$112K Buy
1,356
+3
+0.2% +$233 ﹤0.01% 1273
2022
Q1 		$94K Sell
1,353
-502
-27% -$35.1K ﹤0.01% 1349
2021
Q4 		$137K Buy
+1,855
New +$127K ﹤0.01% 1179
2021
Q2 		$90K Hold
1,264
– – ﹤0.01% 1174
2021
Q1 		$90K Hold
1,264
– – ﹤0.01% 1174
2020
Q4 		$90K Hold
1,264
– – ﹤0.01% 1174
2020
Q3 		$90K Hold
1,264
– – ﹤0.01% 1174
2020
Q2 		$90K Hold
1,264
– – ﹤0.01% 1174
2020
Q1 		$90K Hold
1,264
– – ﹤0.01% 1174
2019
Q4 		$90K Hold
1,264
– – ﹤0.01% 1174
2019
Q3 		$90K Hold
1,264
– – ﹤0.01% 1174
2019
Q2 		$90K Hold
1,264
– – ﹤0.01% 1174
2019
Q1 		$90K Buy
+1,264
New +$82.8K ﹤0.01% 1174

Other funds holding POST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Post Holdings (POST) stake by 26% in Q1 2026, buying an estimated $20.1K and bringing the position to 953 shares worth $94.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3325.

Carson Wealth (CWM LLC) first reported a position in POST in Q1 2019 and has held it in 28 quarters since. The position peaked at $353K in Q2 2025. 427 funds tracked by Wall St. Rank hold POST as of Q1 2026.

  • Carson Wealth (CWM LLC) held 953 shares of Post Holdings worth $94.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 197 Post Holdings shares in Q1 2026, an estimated $20.1K.
  • Post Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3325 holding.
  • Carson Wealth (CWM LLC) first reported a position in Post Holdings in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Post Holdings position peaked at $353K in Q2 2025.
  • 427 funds tracked by Wall St. Rank held Post Holdings as of Q1 2026.

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