Carson Wealth (CWM LLC)
PRM icon

Carson Wealth (CWM LLC)’s Perimeter Solutions PRM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PRM Stock Details PRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$137K Sell
5,611
-198
-3% -$5.05K ﹤0.01% 3018
2025
Q4 		$160K Sell
5,809
-5
-0.1% -$126 ﹤0.01% 2740
2025
Q3 		$130K Sell
5,814
-189
-3% -$3.58K ﹤0.01% 2777
2025
Q2 		$84K Sell
6,003
-4,405
-42% -$50.9K ﹤0.01% 2868
2025
Q1 		$105K Sell
10,408
-2,607
-20% -$29.2K ﹤0.01% 2389
2024
Q4 		$166K Buy
13,015
+764
+6% +$9.98K ﹤0.01% 1955
2024
Q3 		$165K Buy
12,251
+2,276
+23% +$23.6K ﹤0.01% 1864
2024
Q2 		$78K Buy
9,975
+456
+5% +$3.41K ﹤0.01% 2157
2024
Q1 		$71K Buy
9,519
+19
+0.2% +$102 ﹤0.01% 2082
2023
Q4 		$44K Buy
+9,500
New +$36.5K ﹤0.01% 2252

Other funds holding PRM

WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Perimeter Solutions (PRM) stake by 3.4% in Q1 2026, selling an estimated $5.05K and leaving 5,611 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #3018.

Carson Wealth (CWM LLC) first reported a position in PRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $166K in Q4 2024. 293 funds tracked by Wall St. Rank hold PRM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,611 shares of Perimeter Solutions worth $137K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 198 Perimeter Solutions shares in Q1 2026, an estimated $5.05K.
  • Perimeter Solutions made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3018 holding.
  • Carson Wealth (CWM LLC) first reported a position in Perimeter Solutions in Q4 2023 and has held it in 10 quarters since.
  • Carson Wealth (CWM LLC)'s Perimeter Solutions position peaked at $166K in Q4 2024.
  • 293 funds tracked by Wall St. Rank held Perimeter Solutions as of Q1 2026.

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