Carson Wealth (CWM LLC)’s SEACOR Marine Holdings SMHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.99K	Buy	557 +63	+13%	+$443	﹤0.01%	5101
2025 Q4	$3K	Sell	494 -19	-4%	-$126	﹤0.01%	5013
2025 Q3	$3K	Buy	513 +45	+10%	+$273	﹤0.01%	4938
2025 Q2	$2K	Sell	468 -155	-25%	-$784	﹤0.01%	4925
2025 Q1	$3K	Buy	623 +352	+130%	+$2.17K	﹤0.01%	4680
2024 Q4	$2K	Sell	271 -830	-75%	-$6.17K	﹤0.01%	4609
2024 Q3	$11K	Buy	1,101 +1,069	+3,341%	+$12.5K	﹤0.01%	3752
2024 Q2	$0	Buy	+32	New	+$417	﹤0.01%	4909

Other funds holding SMHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Robotti Robert $620M AUM 55.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its SEACOR Marine Holdings (SMHI) stake by 13% in Q1 2026, buying an estimated $443 and bringing the position to 557 shares worth $3.99K. The position accounts for ﹤0.01% of the portfolio, ranked #5101.

Carson Wealth (CWM LLC) first reported a position in SMHI in Q2 2024 and has held it in 8 quarters since. The position peaked at $11K in Q3 2024. 91 funds tracked by Wall St. Rank hold SMHI as of Q1 2026.

Carson Wealth (CWM LLC) held 557 shares of SEACOR Marine Holdings worth $3.99K as of Q1 2026.
Carson Wealth (CWM LLC) bought 63 SEACOR Marine Holdings shares in Q1 2026, an estimated $443.
SEACOR Marine Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5101 holding.
Carson Wealth (CWM LLC) first reported a position in SEACOR Marine Holdings in Q2 2024 and has held it in 8 quarters since.
Carson Wealth (CWM LLC)'s SEACOR Marine Holdings position peaked at $11K in Q3 2024.
91 funds tracked by Wall St. Rank held SEACOR Marine Holdings as of Q1 2026.

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