Carson Wealth (CWM LLC)
RCMT icon

Carson Wealth (CWM LLC)’s RCM Technologies RCMT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RCMT Stock Details RCMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.07K Buy
108
+84
+350% +$1.63K ﹤0.01% 5270
2025
Q4 		$0 Sell
24
-2
-8% -$43 ﹤0.01% 5592
2025
Q3 		$1K Buy
26
+16
+160% +$410 ﹤0.01% 5180
2025
Q2 		$0 Hold
10
– – ﹤0.01% 5270
2025
Q1 		$0 Hold
10
– – ﹤0.01% 5172
2024
Q4 		$0 Hold
10
– – ﹤0.01% 5111
2024
Q3 		$0 Hold
10
– – ﹤0.01% 5093
2024
Q2 		$0 Hold
10
– – ﹤0.01% 4882
2024
Q1 		$0 Hold
10
– – ﹤0.01% 4678
2023
Q4 		$0 Hold
10
– – ﹤0.01% 4454
2023
Q3 		$0 Hold
10
– – ﹤0.01% 4481
2023
Q2 		$0 Hold
10
– – ﹤0.01% 4418
2023
Q1 		$0 Hold
10
– – ﹤0.01% 4294
2022
Q4 		$0 Buy
+10
New +$156 ﹤0.01% 4201

Other funds holding RCMT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Ballast Asset Management Dallas, Texas $225M AUM 38.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its RCM Technologies (RCMT) stake by 350% in Q1 2026, buying an estimated $1.63K and bringing the position to 108 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #5270.

Carson Wealth (CWM LLC) first reported a position in RCMT in Q4 2022 and has held it in 14 quarters since. 79 funds tracked by Wall St. Rank hold RCMT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 108 shares of RCM Technologies worth $2.07K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 84 RCM Technologies shares in Q1 2026, an estimated $1.63K.
  • RCM Technologies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5270 holding.
  • Carson Wealth (CWM LLC) first reported a position in RCM Technologies in Q4 2022 and has held it in 14 quarters since.
  • 79 funds tracked by Wall St. Rank held RCM Technologies as of Q1 2026.

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