Carson Wealth (CWM LLC)
SHBI icon

Carson Wealth (CWM LLC)’s Shore Bancshares SHBI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SHBI Stock Details SHBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.46M Buy
78,288
+981
+1% +$18.3K ﹤0.01% 1342
2025
Q4 		$1.37M Buy
77,307
+3,346
+5% +$56.1K ﹤0.01% 1330
2025
Q3 		$1.21M Buy
73,961
+9,184
+14% +$151K ﹤0.01% 1301
2025
Q2 		$1.02M Buy
64,777
+4,899
+8% +$68.9K ﹤0.01% 1236
2025
Q1 		$811K Buy
59,878
+843
+1% +$12.7K ﹤0.01% 1253
2024
Q4 		$936K Sell
59,035
-2,793
-5% -$43.3K ﹤0.01% 1121
2024
Q3 		$865K Sell
61,828
-2,149
-3% -$28.8K ﹤0.01% 1119
2024
Q2 		$733K Buy
63,977
+348
+0.5% +$3.78K ﹤0.01% 1047
2024
Q1 		$732K Buy
63,629
+9
+0% +$108 ﹤0.01% 986
2023
Q4 		$907K Sell
63,620
-319
-0.5% -$3.76K ﹤0.01% 850
2023
Q3 		$673K Buy
63,939
+63,834
+60,794% +$726K ﹤0.01% 885
2023
Q2 		$1K Buy
+105
New +$1.29K ﹤0.01% 4062
2023
Q1 		– Sell
-13
Closed – – 4321
2022
Q4 		$0 Buy
+13
New +$243 ﹤0.01% 4225

Other funds holding SHBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Shore Bancshares (SHBI) stake by 1.3% in Q1 2026, buying an estimated $18.3K and bringing the position to 78,288 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Carson Wealth (CWM LLC) first reported a position in SHBI in Q4 2022 and has held it in 13 quarters since. 163 funds tracked by Wall St. Rank hold SHBI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 78,288 shares of Shore Bancshares worth $1.46M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 981 Shore Bancshares shares in Q1 2026, an estimated $18.3K.
  • Shore Bancshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1342 holding.
  • Carson Wealth (CWM LLC) first reported a position in Shore Bancshares in Q4 2022 and has held it in 13 quarters since.
  • 163 funds tracked by Wall St. Rank held Shore Bancshares as of Q1 2026.

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