Carson Wealth (CWM LLC)
SLVM icon

Carson Wealth (CWM LLC)’s Sylvamo SLVM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SLVM Stock Details SLVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51.6K Sell
1,221
-678
-36% -$31.7K ﹤0.01% 3796
2025
Q4 		$91K Buy
1,899
+1,139
+150% +$51.8K ﹤0.01% 3139
2025
Q3 		$34K Buy
760
+82
+12% +$3.8K ﹤0.01% 3807
2025
Q2 		$34K Sell
678
-174
-20% -$9.8K ﹤0.01% 3563
2025
Q1 		$57K Sell
852
-157
-16% -$11.4K ﹤0.01% 2875
2024
Q4 		$80K Buy
1,009
+464
+85% +$40K ﹤0.01% 2443
2024
Q3 		$47K Buy
545
+137
+34% +$10.2K ﹤0.01% 2742
2024
Q2 		$28K Buy
408
+157
+63% +$10.4K ﹤0.01% 2900
2024
Q1 		$16K Buy
251
+9
+4% +$481 ﹤0.01% 3056
2023
Q4 		$12K Sell
242
-169
-41% -$7.9K ﹤0.01% 3098
2023
Q3 		$18K Buy
411
+167
+68% +$7.18K ﹤0.01% 2760
2023
Q2 		$10K Sell
244
-36
-13% -$1.55K ﹤0.01% 3101
2023
Q1 		$13K Sell
280
-19
-6% -$902 ﹤0.01% 2811
2022
Q4 		$15K Sell
299
-52
-15% -$2.5K ﹤0.01% 2576
2022
Q3 		$12K Buy
351
+84
+31% +$3.19K ﹤0.01% 2589
2022
Q2 		$9K Buy
+267
New +$11.2K ﹤0.01% 2667
2022
Q1 		– Sell
-333
Closed -$9K – 3843
2021
Q4 		$9K Buy
+333
New +$9.7K ﹤0.01% 2432

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Carson Wealth (CWM LLC) reduced its Sylvamo (SLVM) stake by 36% in Q1 2026, selling an estimated $31.7K and leaving 1,221 shares worth $51.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3796.

Carson Wealth (CWM LLC) first reported a position in SLVM in Q4 2021 and has held it in 17 quarters since. The position peaked at $91K in Q4 2025. 323 funds tracked by Wall St. Rank hold SLVM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,221 shares of Sylvamo worth $51.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 678 Sylvamo shares in Q1 2026, an estimated $31.7K.
  • Sylvamo made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3796 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sylvamo in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Sylvamo position peaked at $91K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held Sylvamo as of Q1 2026.

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