Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Spire SR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.65M Sell
18,208
-324
-2% -$28.4K ﹤0.01% 1284
2025
Q4 		$1.53M Sell
18,532
-1,610
-8% -$137K ﹤0.01% 1276
2025
Q3 		$1.64M Buy
20,142
+419
+2% +$31.9K ﹤0.01% 1179
2025
Q2 		$1.44M Buy
19,723
+3,241
+20% +$243K 0.01% 1080
2025
Q1 		$1.29M Sell
16,482
-817
-5% -$59.7K 0.01% 1019
2024
Q4 		$1.17M Sell
17,299
-377
-2% -$25.3K ﹤0.01% 1004
2024
Q3 		$1.19M Buy
17,676
+969
+6% +$62.9K 0.01% 925
2024
Q2 		$1.01M Buy
16,707
+1,085
+7% +$65.5K ﹤0.01% 875
2024
Q1 		$959K Sell
15,622
-1,195
-7% -$71.5K ﹤0.01% 873
2023
Q4 		$1.05M Sell
16,817
-1,282
-7% -$76.5K 0.01% 789
2023
Q3 		$1.02M Sell
18,099
-595
-3% -$36.1K 0.01% 745
2023
Q2 		$1.19M Sell
18,694
-1,048
-5% -$70.3K 0.01% 648
2023
Q1 		$1.39M Sell
19,742
-12
-0.1% -$851 0.01% 563
2022
Q4 		$1.36M Buy
19,754
+412
+2% +$28K 0.01% 531
2022
Q3 		$1.21M Sell
19,342
-568
-3% -$40.6K 0.01% 511
2022
Q2 		$1.48M Sell
19,910
-1,533
-7% -$115K 0.01% 458
2022
Q1 		$1.54M Sell
21,443
-3,111
-13% -$206K 0.01% 457
2021
Q4 		$1.6M Buy
+24,554
New +$1.55M 0.01% 482
2021
Q2 		$1.92M Hold
26,526
– – 0.02% 436
2021
Q1 		$1.92M Hold
26,526
– – 0.02% 436
2020
Q4 		$1.92M Hold
26,526
– – 0.02% 436
2020
Q3 		$1.92M Hold
26,526
– – 0.02% 436
2020
Q2 		$1.92M Hold
26,526
– – 0.02% 436
2020
Q1 		$1.92M Hold
26,526
– – 0.02% 436
2019
Q4 		$1.92M Hold
26,526
– – 0.02% 436
2019
Q3 		$1.92M Hold
26,526
– – 0.02% 436
2019
Q2 		$1.92M Hold
26,526
– – 0.02% 436
2019
Q1 		$1.92M Buy
+26,526
New +$2.07M 0.02% 436
2018
Q3 		– Sell
-14
Closed -$1K – 1983
2018
Q2 		$1K Buy
+14
New +$987 ﹤0.01% 1597

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Spire (SR) stake by 1.7% in Q1 2026, selling an estimated $28.4K and leaving 18,208 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Carson Wealth (CWM LLC) first reported a position in SR in Q2 2018 and has held it in 29 quarters since. The position peaked at $1.92M in Q2 2021. 403 funds tracked by Wall St. Rank hold SR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18,208 shares of Spire worth $1.65M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 324 Spire shares in Q1 2026, an estimated $28.4K.
  • Spire made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1284 holding.
  • Carson Wealth (CWM LLC) first reported a position in Spire in Q2 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Spire position peaked at $1.92M in Q2 2021.
  • 403 funds tracked by Wall St. Rank held Spire as of Q1 2026.

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