Carson Wealth (CWM LLC)
SLI

Carson Wealth (CWM LLC)’s Standard Lithium SLI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SLI Stock Details SLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$157K Buy
46,137
+43,000
+1,371% +$193K ﹤0.01% 2929
2025
Q4 		$14K Buy
3,137
+2,577
+460% +$10.9K ﹤0.01% 4387
2025
Q3 		$2K Hold
560
– – ﹤0.01% 5040
2025
Q2 		$1K Hold
560
– – ﹤0.01% 5067
2025
Q1 		$1K Sell
560
-250
-31% -$363 ﹤0.01% 4986
2024
Q4 		$1K Buy
810
+250
+45% +$459 ﹤0.01% 4801
2024
Q3 		$1K Sell
560
-600
-52% -$773 ﹤0.01% 4704
2024
Q2 		$1K Hold
1,160
– – ﹤0.01% 4478
2024
Q1 		$1K Hold
1,160
– – ﹤0.01% 4212
2023
Q4 		$2K Hold
1,160
– – ﹤0.01% 3845
2023
Q3 		$3K Buy
1,160
+500
+76% +$1.92K ﹤0.01% 3704
2023
Q2 		$3K Hold
660
– – ﹤0.01% 3691
2023
Q1 		$3K Hold
660
– – ﹤0.01% 3565
2022
Q4 		$2K Hold
660
– – ﹤0.01% 3623
2022
Q3 		$3K Buy
660
+360
+120% +$1.89K ﹤0.01% 3363
2022
Q2 		$1K Buy
+300
New +$1.77K ﹤0.01% 3637
2022
Q1 		– Sell
-300
Closed -$3K – 3841
2021
Q4 		$3K Buy
+300
New +$2.94K ﹤0.01% 3032

Other funds holding SLI

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
MIM
Merewether Investment Management Dallas, Texas $5.31B AUM 73.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BGM
Burkehill Global Management New York $2.77B AUM 65.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Standard Lithium (SLI) stake by 1,371% in Q1 2026, buying an estimated $193K and bringing the position to 46,137 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #2929.

Carson Wealth (CWM LLC) first reported a position in SLI in Q4 2021 and has held it in 17 quarters since. 141 funds tracked by Wall St. Rank hold SLI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 46,137 shares of Standard Lithium worth $157K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 43,000 Standard Lithium shares in Q1 2026, an estimated $193K.
  • Standard Lithium made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2929 holding.
  • Carson Wealth (CWM LLC) first reported a position in Standard Lithium in Q4 2021 and has held it in 17 quarters since.
  • 141 funds tracked by Wall St. Rank held Standard Lithium as of Q1 2026.

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