Carson Wealth (CWM LLC)’s San Juan Basin Royalty Trust SJT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SJT Stock Details SJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$200	Sell	42 -1,000	-96%	-$5.48K	﹤0.01%	5532
2025 Q4	$6K	Buy	1,042 +1,000	+2,381%	+$5.79K	﹤0.01%	4774
2025 Q3	$0	Buy	+42	New	+$247	﹤0.01%	5513
2024 Q4	–	Sell	-200	Closed	-$1K	–	5134
2024 Q3	$1K	Buy	+200	New	+$748	﹤0.01%	4701
2017 Q2	–	Sell	-200	Closed	-$1K	–	1299
2017 Q1	$1K	Buy	+200	New	+$1.4K	﹤0.01%	1106

Other funds holding SJT

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LSC

Lesa Sroufe & Co Seattle, Washington $147M AUM 72.74% 1-Year Est. Return

MTC

McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its San Juan Basin Royalty Trust (SJT) stake by 96% in Q1 2026, selling an estimated $5.48K and leaving 42 shares worth $200. The position accounts for ﹤0.01% of the portfolio, ranked #5532.

Carson Wealth (CWM LLC) first reported a position in SJT in Q1 2017 and has held it in 5 quarters since. The position peaked at $6K in Q4 2025. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

Carson Wealth (CWM LLC) held 42 shares of San Juan Basin Royalty Trust worth $200 as of Q1 2026.
Carson Wealth (CWM LLC) sold 1,000 San Juan Basin Royalty Trust shares in Q1 2026, an estimated $5.48K.
San Juan Basin Royalty Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5532 holding.
Carson Wealth (CWM LLC) first reported a position in San Juan Basin Royalty Trust in Q1 2017 and has held it in 5 quarters since.
Carson Wealth (CWM LLC)'s San Juan Basin Royalty Trust position peaked at $6K in Q4 2025.
88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

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