Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Gibraltar Industries ROCK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ROCK Stock Details ROCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$120K Buy
3,004
+1,014
+51% +$49K ﹤0.01% 3108
2025
Q4 		$98K Sell
1,990
-3,971
-67% -$228K ﹤0.01% 3083
2025
Q3 		$374K Sell
5,961
-452
-7% -$28.3K ﹤0.01% 1962
2025
Q2 		$378K Buy
6,413
+2,124
+50% +$122K ﹤0.01% 1729
2025
Q1 		$252K Buy
4,289
+3,560
+488% +$221K ﹤0.01% 1779
2024
Q4 		$43K Buy
729
+122
+20% +$8.32K ﹤0.01% 2920
2024
Q3 		$42K Sell
607
-44
-7% -$3.07K ﹤0.01% 2828
2024
Q2 		$45K Buy
651
+92
+16% +$6.7K ﹤0.01% 2545
2024
Q1 		$45K Buy
559
+118
+27% +$9.4K ﹤0.01% 2363
2023
Q4 		$35K Sell
441
-92
-17% -$6.29K ﹤0.01% 2398
2023
Q3 		$36K Sell
533
-4
-0.7% -$274 ﹤0.01% 2291
2023
Q2 		$34K Hold
537
– – ﹤0.01% 2277
2023
Q1 		$26K Hold
537
– – ﹤0.01% 2326
2022
Q4 		$25K Sell
537
-205
-28% -$9.84K ﹤0.01% 2217
2022
Q3 		$30K Sell
742
-48
-6% -$2.05K ﹤0.01% 1967
2022
Q2 		$31K Buy
790
+180
+30% +$7.34K ﹤0.01% 1872
2022
Q1 		$26K Buy
610
+56
+10% +$2.95K ﹤0.01% 1928
2021
Q4 		$37K Buy
+554
New +$39.6K ﹤0.01% 1701
2021
Q2 		$41K Hold
542
– – ﹤0.01% 1479
2021
Q1 		$41K Hold
542
– – ﹤0.01% 1479
2020
Q4 		$41K Hold
542
– – ﹤0.01% 1479
2020
Q3 		$41K Hold
542
– – ﹤0.01% 1479
2020
Q2 		$41K Hold
542
– – ﹤0.01% 1479
2020
Q1 		$41K Hold
542
– – ﹤0.01% 1479
2019
Q4 		$41K Hold
542
– – ﹤0.01% 1479
2019
Q3 		$41K Hold
542
– – ﹤0.01% 1479
2019
Q2 		$41K Hold
542
– – ﹤0.01% 1479
2019
Q1 		$41K Buy
+542
New +$20.7K ﹤0.01% 1479

Other funds holding ROCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Gibraltar Industries (ROCK) stake by 51% in Q1 2026, buying an estimated $49K and bringing the position to 3,004 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #3108.

Carson Wealth (CWM LLC) first reported a position in ROCK in Q1 2019 and has held it in 28 quarters since. The position peaked at $378K in Q2 2025. 229 funds tracked by Wall St. Rank hold ROCK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,004 shares of Gibraltar Industries worth $120K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,014 Gibraltar Industries shares in Q1 2026, an estimated $49K.
  • Gibraltar Industries made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3108 holding.
  • Carson Wealth (CWM LLC) first reported a position in Gibraltar Industries in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Gibraltar Industries position peaked at $378K in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Gibraltar Industries as of Q1 2026.

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