Carson Wealth (CWM LLC)’s Southern Copper SCCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $916K | Sell |
5,442
-1,243
| -19% | -$225K | ﹤0.01% | 1594 |
|
|
2025
Q4 | $930K | Buy |
6,685
+1,960
| +41% | +$256K | ﹤0.01% | 1538 |
|
|
2025
Q3 | $552K | Buy |
4,725
+112
| +2% | +$10.9K | ﹤0.01% | 1734 |
|
|
2025
Q2 | $444K | Sell |
4,613
-274
| -6% | -$23.8K | ﹤0.01% | 1647 |
|
|
2025
Q1 | $431K | Buy |
4,887
+171
| +4% | +$15.2K | ﹤0.01% | 1513 |
|
|
2024
Q4 | $402K | Buy |
4,716
+28
| +0.6% | +$2.76K | ﹤0.01% | 1471 |
|
|
2024
Q3 | $505K | Sell |
4,688
-148
| -3% | -$14.4K | ﹤0.01% | 1312 |
|
|
2024
Q2 | $482K | Sell |
4,836
-358
| -7% | -$37.6K | ﹤0.01% | 1209 |
|
|
2024
Q1 | $507K | Buy |
5,194
+468
| +10% | +$36.9K | ﹤0.01% | 1136 |
|
|
2023
Q4 | $373K | Buy |
4,726
+150
| +3% | +$10.3K | ﹤0.01% | 1173 |
|
|
2023
Q3 | $316K | Buy |
4,576
+136
| +3% | +$9.82K | ﹤0.01% | 1138 |
|
|
2023
Q2 | $292K | Sell |
4,440
-4,307
| -49% | -$290K | ﹤0.01% | 1116 |
|
|
2023
Q1 | $611K | Buy |
8,747
+4,735
| +118% | +$318K | ﹤0.01% | 827 |
|
|
2022
Q4 | $222K | Buy |
4,012
+596
| +17% | +$30.1K | ﹤0.01% | 1061 |
|
|
2022
Q3 | $140K | Buy |
3,416
+120
| +4% | +$5.25K | ﹤0.01% | 1189 |
|
|
2022
Q2 | $150K | Buy |
3,296
+1,970
| +149% | +$112K | ﹤0.01% | 1159 |
|
|
2022
Q1 | $92K | Sell |
1,326
-1,075
| -45% | -$68K | ﹤0.01% | 1355 |
|
|
2021
Q4 | $136K | Buy |
+2,401
| New | +$132K | ﹤0.01% | 1184 |
|
|
2021
Q2 | $123K | Hold |
2,087
| – | – | ﹤0.01% | 1063 |
|
|
2021
Q1 | $123K | Hold |
2,087
| – | – | ﹤0.01% | 1063 |
|
|
2020
Q4 | $123K | Hold |
2,087
| – | – | ﹤0.01% | 1063 |
|
|
2020
Q3 | $123K | Hold |
2,087
| – | – | ﹤0.01% | 1063 |
|
|
2020
Q2 | $123K | Hold |
2,087
| – | – | ﹤0.01% | 1063 |
|
|
2020
Q1 | $123K | Hold |
2,087
| – | – | ﹤0.01% | 1063 |
|
|
2019
Q4 | $123K | Hold |
2,087
| – | – | ﹤0.01% | 1063 |
|
|
2019
Q3 | $123K | Hold |
2,087
| – | – | ﹤0.01% | 1063 |
|
|
2019
Q2 | $123K | Hold |
2,087
| – | – | ﹤0.01% | 1063 |
|
|
2019
Q1 | $123K | Buy |
2,087
+2,067
| +10,335% | +$65.2K | ﹤0.01% | 1063 |
|
|
2018
Q4 | $1K | Sell |
20
-1
| -5% | -$33 | ﹤0.01% | 1980 |
|
|
2018
Q3 | $1K | Buy |
+21
| New | +$853 | ﹤0.01% | 1740 |
|
|
2017
Q3 | – | Sell |
-16
| Closed | -$1K | – | 1554 |
|
|
2017
Q2 | $1K | Buy |
+16
| New | +$513 | ﹤0.01% | 1132 |
|
|
2017
Q1 | – | Sell |
-72
| Closed | -$2K | – | 1302 |
|
|
2016
Q4 | $2K | Buy |
+72
| New | +$2K | ﹤0.01% | 999 |
|
Other funds holding SCCO
Carson Wealth (CWM LLC)'s SCCO Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Southern Copper (SCCO) stake by 19% in Q1 2026, selling an estimated $225K and leaving 5,442 shares worth $916K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.
Carson Wealth (CWM LLC) first reported a position in SCCO in Q4 2016 and has held it in 32 quarters since. The position peaked at $930K in Q4 2025. 826 funds tracked by Wall St. Rank hold SCCO as of Q1 2026.
- Carson Wealth (CWM LLC) held 5,442 shares of Southern Copper worth $916K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 1,243 Southern Copper shares in Q1 2026, an estimated $225K.
- Southern Copper made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1594 holding.
- Carson Wealth (CWM LLC) first reported a position in Southern Copper in Q4 2016 and has held it in 32 quarters since.
- Carson Wealth (CWM LLC)'s Southern Copper position peaked at $930K in Q4 2025.
- 826 funds tracked by Wall St. Rank held Southern Copper as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.