Carson Wealth (CWM LLC)’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.39M | Buy |
89,928
+1,515
| +2% | +$138K | 0.02% | 615 |
|
|
2025
Q4 | $7.08M | Buy |
88,413
+62,599
| +243% | +$4.51M | 0.02% | 643 |
|
|
2025
Q3 | $1.7M | Buy |
25,814
+1,923
| +8% | +$119K | 0.01% | 1160 |
|
|
2025
Q2 | $1.39M | Buy |
23,891
+2,023
| +9% | +$119K | ﹤0.01% | 1095 |
|
|
2025
Q1 | $1.31M | Sell |
21,868
-37
| -0.2% | -$2.28K | 0.01% | 1015 |
|
|
2024
Q4 | $1.29M | Buy |
21,905
+17,448
| +391% | +$1.11M | 0.01% | 951 |
|
|
2024
Q3 | $317K | Buy |
4,457
+72
| +2% | +$4.63K | ﹤0.01% | 1514 |
|
|
2024
Q2 | $289K | Sell |
4,385
-134
| -3% | -$9.12K | ﹤0.01% | 1413 |
|
|
2024
Q1 | $288K | Sell |
4,519
-9,496
| -68% | -$636K | ﹤0.01% | 1351 |
|
|
2023
Q4 | $1.04M | Sell |
14,015
-845
| -6% | -$56.7K | 0.01% | 791 |
|
|
2023
Q3 | $946K | Sell |
14,860
-10,545
| -42% | -$673K | 0.01% | 778 |
|
|
2023
Q2 | $1.62M | Buy |
25,405
+2,448
| +11% | +$157K | 0.01% | 570 |
|
|
2023
Q1 | $1.57M | Buy |
22,957
+15,162
| +195% | +$1.1M | 0.01% | 525 |
|
|
2022
Q4 | $555K | Sell |
7,795
-1,040
| -12% | -$65.3K | ﹤0.01% | 772 |
|
|
2022
Q3 | $486K | Sell |
8,835
-744
| -8% | -$42.9K | ﹤0.01% | 754 |
|
|
2022
Q2 | $584K | Sell |
9,579
-1,921
| -17% | -$138K | ﹤0.01% | 696 |
|
|
2022
Q1 | $925K | Sell |
11,500
-2,640
| -19% | -$200K | 0.01% | 581 |
|
|
2021
Q4 | $947K | Buy |
+14,140
| New | +$915K | 0.01% | 584 |
|
|
2021
Q2 | $29K | Hold |
344
| – | – | ﹤0.01% | 1631 |
|
|
2021
Q1 | $29K | Hold |
344
| – | – | ﹤0.01% | 1631 |
|
|
2020
Q4 | $29K | Hold |
344
| – | – | ﹤0.01% | 1631 |
|
|
2020
Q3 | $29K | Hold |
344
| – | – | ﹤0.01% | 1630 |
|
|
2020
Q2 | $29K | Hold |
344
| – | – | ﹤0.01% | 1630 |
|
|
2020
Q1 | $29K | Hold |
344
| – | – | ﹤0.01% | 1630 |
|
|
2019
Q4 | $29K | Hold |
344
| – | – | ﹤0.01% | 1630 |
|
|
2019
Q3 | $29K | Hold |
344
| – | – | ﹤0.01% | 1630 |
|
|
2019
Q2 | $29K | Hold |
344
| – | – | ﹤0.01% | 1630 |
|
|
2019
Q1 | $29K | Sell |
344
-82
| -19% | -$4.51K | ﹤0.01% | 1630 |
|
|
2018
Q4 | $21K | Buy |
426
+262
| +160% | +$12.8K | ﹤0.01% | 1125 |
|
|
2018
Q3 | $8K | Sell |
164
-36
| -18% | -$1.83K | ﹤0.01% | 1229 |
|
|
2018
Q2 | $11K | Buy |
200
+7
| +4% | +$392 | ﹤0.01% | 982 |
|
|
2018
Q1 | $10K | Buy |
193
+64
| +50% | +$3.49K | ﹤0.01% | 855 |
|
|
2017
Q4 | $7K | Hold |
129
| – | – | ﹤0.01% | 994 |
|
|
2017
Q3 | $6K | Buy |
129
+125
| +3,125% | +$5.81K | ﹤0.01% | 1038 |
|
|
2017
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1289 |
|
|
2017
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1296 |
|
|
2016
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1165 |
|
|
2016
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1054 |
|
|
2016
Q2 | $0 | Buy |
+4
| New | +$119 | ﹤0.01% | 852 |
|
Other funds holding RIO
Carson Wealth (CWM LLC)'s RIO Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Rio Tinto (RIO) stake by 1.7% in Q1 2026, buying an estimated $138K and bringing the position to 89,928 shares worth $8.39M. The position accounts for 0.02% of the portfolio, ranked #615.
Carson Wealth (CWM LLC) first reported a position in RIO in Q2 2016 and has held it in 39 quarters since. 938 funds tracked by Wall St. Rank hold RIO as of Q1 2026.
- Carson Wealth (CWM LLC) held 89,928 shares of Rio Tinto worth $8.39M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 1,515 Rio Tinto shares in Q1 2026, an estimated $138K.
- Rio Tinto made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #615 holding.
- Carson Wealth (CWM LLC) first reported a position in Rio Tinto in Q2 2016 and has held it in 39 quarters since.
- 938 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.