Carson Wealth (CWM LLC)
RUM icon

Carson Wealth (CWM LLC)’s RUM Group Inc RUM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RUM Stock Details RUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35.4K Buy
6,950
+4,037
+139% +$23.2K ﹤0.01% 4049
2025
Q4 		$18K Buy
2,913
+127
+5% +$871 ﹤0.01% 4232
2025
Q3 		$20K Sell
2,786
-3,452
-55% -$28.2K ﹤0.01% 4132
2025
Q2 		$56K Buy
6,238
+1,843
+42% +$15.8K ﹤0.01% 3193
2025
Q1 		$31K Buy
4,395
+2,244
+104% +$23.4K ﹤0.01% 3369
2024
Q4 		$28K Buy
2,151
+1,112
+107% +$7.91K ﹤0.01% 3229
2024
Q3 		$6K Buy
1,039
+885
+575% +$5.21K ﹤0.01% 4039
2024
Q2 		$1K Hold
154
– – ﹤0.01% 4469
2024
Q1 		$1K Hold
154
– – ﹤0.01% 4205
2023
Q4 		$1K Hold
154
– – ﹤0.01% 4032
2023
Q3 		$1K Hold
154
– – ﹤0.01% 4066
2023
Q2 		$1K Buy
154
+55
+56% +$518 ﹤0.01% 4051
2023
Q1 		$1K Hold
99
– – ﹤0.01% 3910
2022
Q4 		$1K Buy
99
+49
+98% +$470 ﹤0.01% 3832
2022
Q3 		$1K Buy
+50
New +$548 ﹤0.01% 3745

Other funds holding RUM

CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

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

Carson Wealth (CWM LLC) increased its RUM Group Inc (RUM) stake by 139% in Q1 2026, buying an estimated $23.2K and bringing the position to 6,950 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4049.

Carson Wealth (CWM LLC) first reported a position in RUM in Q3 2022 and has held it in 15 quarters since. The position peaked at $56K in Q2 2025. 204 funds tracked by Wall St. Rank hold RUM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,950 shares of RUM Group Inc worth $35.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,037 RUM Group Inc shares in Q1 2026, an estimated $23.2K.
  • RUM Group Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4049 holding.
  • Carson Wealth (CWM LLC) first reported a position in RUM Group Inc in Q3 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s RUM Group Inc position peaked at $56K in Q2 2025.
  • 204 funds tracked by Wall St. Rank held RUM Group Inc as of Q1 2026.

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