Carson Wealth (CWM LLC)
PRMB

Carson Wealth (CWM LLC)’s Primo Brands PRMB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PRMB Stock Details PRMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$116K Buy
6,181
+1,983
+47% +$38.3K ﹤0.01% 3136
2025
Q4 		$69K Buy
4,198
+279
+7% +$5.16K ﹤0.01% 3371
2025
Q3 		$87K Sell
3,919
-358
-8% -$9.26K ﹤0.01% 3097
2025
Q2 		$127K Sell
4,277
-698
-14% -$22.3K ﹤0.01% 2520
2025
Q1 		$177K Buy
4,975
+847
+21% +$27.7K ﹤0.01% 2007
2024
Q4 		$127K Buy
+4,128
New +$122K ﹤0.01% 2124

Other funds holding PRMB

ORCP
One Rock Capital Partners New York $2.84B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
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

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

Carson Wealth (CWM LLC) increased its Primo Brands (PRMB) stake by 47% in Q1 2026, buying an estimated $38.3K and bringing the position to 6,181 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #3136.

Carson Wealth (CWM LLC) first reported a position in PRMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $177K in Q1 2025. 344 funds tracked by Wall St. Rank hold PRMB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,181 shares of Primo Brands worth $116K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,983 Primo Brands shares in Q1 2026, an estimated $38.3K.
  • Primo Brands made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3136 holding.
  • Carson Wealth (CWM LLC) first reported a position in Primo Brands in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s Primo Brands position peaked at $177K in Q1 2025.
  • 344 funds tracked by Wall St. Rank held Primo Brands as of Q1 2026.

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