Carson Wealth (CWM LLC)
PUBM icon

Carson Wealth (CWM LLC)’s PubMatic PUBM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PUBM Stock Details PUBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$55.2K Buy
6,750
+6,035
+844% +$46.4K ﹤0.01% 3743
2025
Q4 		$6K Buy
715
+413
+137% +$3.6K ﹤0.01% 4767
2025
Q3 		$3K Sell
302
-5,662
-95% -$57.7K ﹤0.01% 4926
2025
Q2 		$74K Buy
5,964
+4,980
+506% +$52.5K ﹤0.01% 2965
2025
Q1 		$9K Buy
984
+81
+9% +$1.07K ﹤0.01% 4176
2024
Q4 		$13K Buy
903
+42
+5% +$651 ﹤0.01% 3724
2024
Q3 		$13K Buy
861
+58
+7% +$1.01K ﹤0.01% 3641
2024
Q2 		$16K Buy
803
+4
+0.5% +$89 ﹤0.01% 3273
2024
Q1 		$19K Buy
799
+33
+4% +$592 ﹤0.01% 2950
2023
Q4 		$12K Hold
766
– – ﹤0.01% 3095
2023
Q3 		$9K Hold
766
– – ﹤0.01% 3204
2023
Q2 		$14K Sell
766
-198
-21% -$3.15K ﹤0.01% 2882
2023
Q1 		$13K Buy
964
+106
+12% +$1.53K ﹤0.01% 2805
2022
Q4 		$11K Buy
858
+127
+17% +$1.99K ﹤0.01% 2763
2022
Q3 		$12K Hold
731
– – ﹤0.01% 2583
2022
Q2 		$12K Sell
731
-30
-4% -$642 ﹤0.01% 2474
2022
Q1 		$20K Buy
761
+482
+173% +$12.3K ﹤0.01% 2090
2021
Q4 		$9K Buy
+279
New +$9.09K ﹤0.01% 2429
2021
Q2 		$1K Hold
30
– – ﹤0.01% 2836
2021
Q1 		$1K Hold
30
– – ﹤0.01% 2836
2020
Q4 		$1K Buy
+30
New +$820 ﹤0.01% 2836

Other funds holding PUBM

GHC
Graham Holdings Company Arlington, Virginia $967M AUM 15.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its PubMatic (PUBM) stake by 844% in Q1 2026, buying an estimated $46.4K and bringing the position to 6,750 shares worth $55.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3743.

Carson Wealth (CWM LLC) first reported a position in PUBM in Q4 2020 and has held it in 21 quarters since. The position peaked at $74K in Q2 2025. 152 funds tracked by Wall St. Rank hold PUBM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,750 shares of PubMatic worth $55.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,035 PubMatic shares in Q1 2026, an estimated $46.4K.
  • PubMatic made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3743 holding.
  • Carson Wealth (CWM LLC) first reported a position in PubMatic in Q4 2020 and has held it in 21 quarters since.
  • Carson Wealth (CWM LLC)'s PubMatic position peaked at $74K in Q2 2025.
  • 152 funds tracked by Wall St. Rank held PubMatic as of Q1 2026.

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