Carson Wealth (CWM LLC)
QMCO icon

Carson Wealth (CWM LLC)’s Quantum Corp QMCO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QMCO Stock Details QMCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-65
Closed -$1K – 5268
2025
Q1 		$1K Hold
65
– – ﹤0.01% 4973
2024
Q4 		$4K Buy
+65
New +$943 ﹤0.01% 4350
2024
Q1 		– Sell
-6
Closed – – 4675
2023
Q4 		$0 Buy
+6
New +$51 ﹤0.01% 4450

Other funds holding QMCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCA
Sassicaia Capital Advisers Jericho, New York $88.8M AUM 146.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carson Wealth (CWM LLC)'s QMCO Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Quantum Corp (QMCO) in Q2 2025, closing a stake of 65 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in QMCO in Q4 2023 and held it in 3 quarters. The position peaked at $4K in Q4 2024. 34 funds tracked by Wall St. Rank hold QMCO as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Quantum Corp position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 65 Quantum Corp shares in Q2 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Quantum Corp in Q4 2023 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Quantum Corp position peaked at $4K in Q4 2024.
  • 34 funds tracked by Wall St. Rank held Quantum Corp as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.