Carson Wealth (CWM LLC)
SMXT icon

Carson Wealth (CWM LLC)’s Solarmax Technology SMXT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SMXT Stock Details SMXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$41 Sell
5
-4
-44% -$37 ﹤0.01% 5609
2025
Q4 		$0 Sell
9
-4
-31% -$46 ﹤0.01% 5696
2025
Q3 		$0 Sell
13
-139
-91% -$1.84K ﹤0.01% 5598
2025
Q2 		$2K Buy
152
+12
+9% +$163 ﹤0.01% 4949
2025
Q1 		$2K Buy
140
+104
+289% +$1.79K ﹤0.01% 4838
2024
Q4 		$1K Buy
36
+26
+260% +$372 ﹤0.01% 4847
2024
Q3 		$0 Buy
+10
New +$316 ﹤0.01% 5210

Other funds holding SMXT

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Solarmax Technology (SMXT) stake by 44% in Q1 2026, selling an estimated $37 and leaving 5 shares worth $41. The position accounts for ﹤0.01% of the portfolio, ranked #5609.

Carson Wealth (CWM LLC) first reported a position in SMXT in Q3 2024 and has held it in 7 quarters since. The position peaked at $2K in Q2 2025. 19 funds tracked by Wall St. Rank hold SMXT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5 shares of Solarmax Technology worth $41 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 4 Solarmax Technology shares in Q1 2026, an estimated $37.
  • Solarmax Technology made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5609 holding.
  • Carson Wealth (CWM LLC) first reported a position in Solarmax Technology in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Solarmax Technology position peaked at $2K in Q2 2025.
  • 19 funds tracked by Wall St. Rank held Solarmax Technology as of Q1 2026.

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