Carson Wealth (CWM LLC)
SLDP icon

Carson Wealth (CWM LLC)’s Solid Power SLDP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SLDP Stock Details SLDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.8K Buy
3,589
+52
+1% +$210 ﹤0.01% 4747
2025
Q4 		$15K Buy
3,537
+10
+0.3% +$55 ﹤0.01% 4339
2025
Q3 		$12K Sell
3,527
-2,151
-38% -$8.11K ﹤0.01% 4409
2025
Q2 		$12K Buy
5,678
+2,658
+88% +$3.73K ﹤0.01% 4216
2025
Q1 		$3K Buy
3,020
+532
+21% +$728 ﹤0.01% 4677
2024
Q4 		$5K Sell
2,488
-79
-3% -$98 ﹤0.01% 4239
2024
Q3 		$3K Buy
2,567
+78
+3% +$123 ﹤0.01% 4317
2024
Q2 		$4K Buy
2,489
+191
+8% +$330 ﹤0.01% 4003
2024
Q1 		$5K Buy
2,298
+8
+0.3% +$12 ﹤0.01% 3692
2023
Q4 		$3K Sell
2,290
-2,358
-51% -$3.53K ﹤0.01% 3740
2023
Q3 		$9K Sell
4,648
-36
-0.8% -$85 ﹤0.01% 3208
2023
Q2 		$12K Sell
4,684
-2,115
-31% -$4.88K ﹤0.01% 2990
2023
Q1 		$20K Sell
6,799
-289
-4% -$872 ﹤0.01% 2525
2022
Q4 		$18K Buy
7,088
+617
+10% +$2.64K ﹤0.01% 2458
2022
Q3 		$34K Buy
6,471
+1,272
+24% +$8.04K ﹤0.01% 1870
2022
Q2 		$28K Buy
+5,199
New +$40.6K ﹤0.01% 1929

Other funds holding SLDP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HCM
Heights Capital Management San Francisco, California $433M AUM 8.69% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
RH
Riverstone Holdings New York $30.9M AUM 53.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Solid Power (SLDP) stake by 1.5% in Q1 2026, buying an estimated $210 and bringing the position to 3,589 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4747.

Carson Wealth (CWM LLC) first reported a position in SLDP in Q2 2022 and has held it in 16 quarters since. The position peaked at $34K in Q3 2022. 192 funds tracked by Wall St. Rank hold SLDP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,589 shares of Solid Power worth $10.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 52 Solid Power shares in Q1 2026, an estimated $210.
  • Solid Power made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4747 holding.
  • Carson Wealth (CWM LLC) first reported a position in Solid Power in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Solid Power position peaked at $34K in Q3 2022.
  • 192 funds tracked by Wall St. Rank held Solid Power as of Q1 2026.

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