Carson Wealth (CWM LLC)
SEMR

Carson Wealth (CWM LLC)’s Semrush SEMR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SEMR Stock Details SEMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51.6K Buy
4,324
+62
+1% +$737 ﹤0.01% 3795
2025
Q4 		$51K Sell
4,262
-1,354
-24% -$12.7K ﹤0.01% 3591
2025
Q3 		$40K Sell
5,616
-22,791
-80% -$186K ﹤0.01% 3706
2025
Q2 		$257K Buy
28,407
+14,247
+101% +$138K ﹤0.01% 1966
2025
Q1 		$132K Buy
14,160
+13,420
+1,814% +$183K ﹤0.01% 2201
2024
Q4 		$9K Sell
740
-1,727
-70% -$23.2K ﹤0.01% 3949
2024
Q3 		$39K Buy
2,467
+1,585
+180% +$22.1K ﹤0.01% 2885
2024
Q2 		$12K Buy
882
+590
+202% +$8.18K ﹤0.01% 3454
2024
Q1 		$4K Buy
292
+284
+3,550% +$3.42K ﹤0.01% 3785
2023
Q4 		$0 Buy
+8
New +$79 ﹤0.01% 4478

Other funds holding SEMR

G
Greycroft New York $146M AUM 1.94% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Semrush (SEMR) stake by 1.5% in Q1 2026, buying an estimated $737 and bringing the position to 4,324 shares worth $51.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3795.

Carson Wealth (CWM LLC) first reported a position in SEMR in Q4 2023 and has held it in 10 quarters since. The position peaked at $257K in Q2 2025. 162 funds tracked by Wall St. Rank hold SEMR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,324 shares of Semrush worth $51.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 62 Semrush shares in Q1 2026, an estimated $737.
  • Semrush made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3795 holding.
  • Carson Wealth (CWM LLC) first reported a position in Semrush in Q4 2023 and has held it in 10 quarters since.
  • Carson Wealth (CWM LLC)'s Semrush position peaked at $257K in Q2 2025.
  • 162 funds tracked by Wall St. Rank held Semrush as of Q1 2026.

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