Carson Wealth (CWM LLC)’s The RMR Group RMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $87.5K | Sell |
5,659
-339
| -6% | -$5.5K | ﹤0.01% | 3385 |
|
|
2025
Q4 | $89K | Sell |
5,998
-898
| -13% | -$13.7K | ﹤0.01% | 3158 |
|
|
2025
Q3 | $108K | Buy |
6,896
+374
| +6% | +$6.25K | ﹤0.01% | 2925 |
|
|
2025
Q2 | $107K | Buy |
6,522
+4,458
| +216% | +$68.3K | ﹤0.01% | 2653 |
|
|
2025
Q1 | $34K | Buy |
2,064
+85
| +4% | +$1.56K | ﹤0.01% | 3294 |
|
|
2024
Q4 | $41K | Sell |
1,979
-531
| -21% | -$12.3K | ﹤0.01% | 2952 |
|
|
2024
Q3 | $64K | Sell |
2,510
-258
| -9% | -$6.37K | ﹤0.01% | 2512 |
|
|
2024
Q2 | $63K | Buy |
2,768
+36
| +1% | +$842 | ﹤0.01% | 2305 |
|
|
2024
Q1 | $66K | Buy |
2,732
+55
| +2% | +$1.38K | ﹤0.01% | 2125 |
|
|
2023
Q4 | $76K | Buy |
2,677
+3
| +0.1% | +$73 | ﹤0.01% | 1918 |
|
|
2023
Q3 | $66K | Buy |
2,674
+42
| +2% | +$1.01K | ﹤0.01% | 1902 |
|
|
2023
Q2 | $61K | Buy |
2,632
+704
| +37% | +$16.4K | ﹤0.01% | 1847 |
|
|
2023
Q1 | $51K | Buy |
1,928
+1,817
| +1,637% | +$50.9K | ﹤0.01% | 1865 |
|
|
2022
Q4 | $3K | Buy |
111
+81
| +270% | +$2.2K | ﹤0.01% | 3447 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 3742 |
|
|
2022
Q2 | $1K | Sell |
30
-57
| -66% | -$1.64K | ﹤0.01% | 3620 |
|
|
2022
Q1 | $3K | Buy |
87
+30
| +53% | +$937 | ﹤0.01% | 3073 |
|
|
2021
Q4 | $2K | Buy |
+57
| New | +$1.97K | ﹤0.01% | 3172 |
|
|
2021
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 2693 |
|
|
2021
Q1 | $2K | Hold |
57
| – | – | ﹤0.01% | 2693 |
|
|
2020
Q4 | $2K | Hold |
57
| – | – | ﹤0.01% | 2692 |
|
|
2020
Q3 | $2K | Hold |
57
| – | – | ﹤0.01% | 2691 |
|
|
2020
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 2690 |
|
|
2020
Q1 | $2K | Hold |
57
| – | – | ﹤0.01% | 2690 |
|
|
2019
Q4 | $2K | Hold |
57
| – | – | ﹤0.01% | 2689 |
|
|
2019
Q3 | $2K | Hold |
57
| – | – | ﹤0.01% | 2689 |
|
|
2019
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 2688 |
|
|
2019
Q1 | $2K | Sell |
57
-7
| -11% | -$461 | ﹤0.01% | 2685 |
|
|
2018
Q4 | $3K | Sell |
64
-23
| -26% | -$1.63K | ﹤0.01% | 1675 |
|
|
2018
Q3 | $8K | Buy |
87
+82
| +1,640% | +$7.21K | ﹤0.01% | 1231 |
|
|
2018
Q2 | $0 | Buy |
5
+3
| +150% | +$231 | ﹤0.01% | 1763 |
|
|
2018
Q1 | $0 | Buy |
+2
| New | +$129 | ﹤0.01% | 1522 |
|
|
2016
Q4 | – | Sell |
-5
| Closed | – | – | 1166 |
|
|
2016
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1055 |
|
|
2016
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 853 |
|
|
2016
Q1 | $0 | Buy |
+5
| New | +$108 | ﹤0.01% | 805 |
|
Other funds holding RMR
NCM
FFL
Carson Wealth (CWM LLC)'s RMR Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its The RMR Group (RMR) stake by 5.7% in Q1 2026, selling an estimated $5.5K and leaving 5,659 shares worth $87.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3385.
Carson Wealth (CWM LLC) first reported a position in RMR in Q1 2016 and has held it in 35 quarters since. The position peaked at $108K in Q3 2025. 169 funds tracked by Wall St. Rank hold RMR as of Q1 2026.
- Carson Wealth (CWM LLC) held 5,659 shares of The RMR Group worth $87.5K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 339 The RMR Group shares in Q1 2026, an estimated $5.5K.
- The RMR Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3385 holding.
- Carson Wealth (CWM LLC) first reported a position in The RMR Group in Q1 2016 and has held it in 35 quarters since.
- Carson Wealth (CWM LLC)'s The RMR Group position peaked at $108K in Q3 2025.
- 169 funds tracked by Wall St. Rank held The RMR Group as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.