Carson Wealth (CWM LLC)
SPWH icon

Carson Wealth (CWM LLC)’s Sportsman's Warehouse SPWH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPWH Stock Details SPWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-100
Closed – – 5295
2025
Q1 		$0 Hold
100
– – ﹤0.01% 5192
2024
Q4 		$0 Buy
+100
New +$251 ﹤0.01% 5148
2024
Q3 		– Sell
-96
Closed – – 5132
2024
Q2 		$0 Buy
96
+65
+210% +$206 ﹤0.01% 4918
2024
Q1 		$0 Hold
31
– – ﹤0.01% 4722
2023
Q4 		$0 Hold
31
– – ﹤0.01% 4495
2023
Q3 		$0 Sell
31
-452
-94% -$2.34K ﹤0.01% 4511
2023
Q2 		$3K Buy
+483
New +$2.91K ﹤0.01% 3693
2022
Q3 		– Sell
-300
Closed -$3K – 4172
2022
Q2 		$3K Buy
+300
New +$2.96K ﹤0.01% 3239

Other funds holding SPWH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return
USPCM
Union Square Park Capital Management New York $278M AUM 50.01% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SPWH Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Sportsman's Warehouse (SPWH) in Q2 2025, closing a stake of 100 shares.

Carson Wealth (CWM LLC) first reported a position in SPWH in Q2 2022 and held it in 8 quarters. The position peaked at $3K in Q2 2023. 82 funds tracked by Wall St. Rank hold SPWH as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Sportsman's Warehouse position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 100 Sportsman's Warehouse shares in Q2 2025.
  • Carson Wealth (CWM LLC) first reported a position in Sportsman's Warehouse in Q2 2022 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s Sportsman's Warehouse position peaked at $3K in Q2 2023.
  • 82 funds tracked by Wall St. Rank held Sportsman's Warehouse as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.