Carson Wealth (CWM LLC)
SM icon

Carson Wealth (CWM LLC)’s SM Energy SM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$646K Buy
20,723
+18,297
+754% +$417K ﹤0.01% 1834
2025
Q4 		$45K Sell
2,426
-3,822
-61% -$77.4K ﹤0.01% 3681
2025
Q3 		$156K Buy
6,248
+220
+4% +$5.93K ﹤0.01% 2637
2025
Q2 		$149K Buy
6,028
+2,268
+60% +$54.9K ﹤0.01% 2416
2025
Q1 		$113K Buy
3,760
+955
+34% +$34.3K ﹤0.01% 2342
2024
Q4 		$109K Sell
2,805
-48
-2% -$2.03K ﹤0.01% 2230
2024
Q3 		$114K Buy
2,853
+293
+11% +$12.7K ﹤0.01% 2123
2024
Q2 		$111K Buy
2,560
+16
+0.6% +$786 ﹤0.01% 1904
2024
Q1 		$127K Sell
2,544
-139
-5% -$5.68K ﹤0.01% 1747
2023
Q4 		$104K Buy
2,683
+272
+11% +$10.5K ﹤0.01% 1746
2023
Q3 		$96K Buy
2,411
+67
+3% +$2.54K ﹤0.01% 1654
2023
Q2 		$74K Buy
2,344
+1,575
+205% +$44.5K ﹤0.01% 1737
2023
Q1 		$22K Sell
769
-57
-7% -$1.74K ﹤0.01% 2444
2022
Q4 		$29K Sell
826
-41
-5% -$1.71K ﹤0.01% 2115
2022
Q3 		$33K Buy
867
+432
+99% +$17K ﹤0.01% 1894
2022
Q2 		$15K Sell
435
-12
-3% -$488 ﹤0.01% 2329
2022
Q1 		$17K Buy
447
+7
+2% +$252 ﹤0.01% 2191
2021
Q4 		$13K Buy
+440
New +$13.7K ﹤0.01% 2218

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.5% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its SM Energy (SM) stake by 754% in Q1 2026, buying an estimated $417K and bringing the position to 20,723 shares worth $646K. The position accounts for ﹤0.01% of the portfolio, ranked #1834.

Carson Wealth (CWM LLC) first reported a position in SM in Q4 2021 and has held it in 18 quarters since. 513 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,723 shares of SM Energy worth $646K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 18,297 SM Energy shares in Q1 2026, an estimated $417K.
  • SM Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1834 holding.
  • Carson Wealth (CWM LLC) first reported a position in SM Energy in Q4 2021 and has held it in 18 quarters since.
  • 513 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

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