Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Teck Resources TECK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TECK Stock Details TECK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$109K Sell
2,101
-56
-3% -$3K ﹤0.01% 3189
2025
Q4 		$103K Buy
2,157
+79
+4% +$3.42K ﹤0.01% 3043
2025
Q3 		$91K Buy
2,078
+384
+23% +$14K ﹤0.01% 3055
2025
Q2 		$68K Sell
1,694
-353
-17% -$12.8K ﹤0.01% 3031
2025
Q1 		$75K Sell
2,047
-33
-2% -$1.37K ﹤0.01% 2668
2024
Q4 		$84K Buy
2,080
+19
+0.9% +$888 ﹤0.01% 2409
2024
Q3 		$108K Sell
2,061
-2,269
-52% -$108K ﹤0.01% 2158
2024
Q2 		$207K Sell
4,330
-60
-1% -$2.95K ﹤0.01% 1573
2024
Q1 		$201K Buy
4,390
+767
+21% +$30.8K ﹤0.01% 1520
2023
Q4 		$153K Sell
3,623
-263
-7% -$10.1K ﹤0.01% 1542
2023
Q3 		$167K Buy
3,886
+178
+5% +$7.38K ﹤0.01% 1382
2023
Q2 		$156K Buy
3,708
+868
+31% +$37.3K ﹤0.01% 1349
2023
Q1 		$104K Buy
2,840
+205
+8% +$8.14K ﹤0.01% 1477
2022
Q4 		$100K Buy
2,635
+768
+41% +$26.6K ﹤0.01% 1380
2022
Q3 		$57K Buy
1,867
+1,225
+191% +$37.8K ﹤0.01% 1608
2022
Q2 		$20K Sell
642
-21
-3% -$829 ﹤0.01% 2124
2022
Q1 		$27K Buy
663
+79
+14% +$2.82K ﹤0.01% 1901
2021
Q4 		$17K Buy
+584
New +$16K ﹤0.01% 2086
2021
Q2 		$2K Hold
100
– – ﹤0.01% 2704
2021
Q1 		$2K Hold
100
– – ﹤0.01% 2704
2020
Q4 		$2K Hold
100
– – ﹤0.01% 2703
2020
Q3 		$2K Hold
100
– – ﹤0.01% 2702
2020
Q2 		$2K Hold
100
– – ﹤0.01% 2701
2020
Q1 		$2K Hold
100
– – ﹤0.01% 2701
2019
Q4 		$2K Hold
100
– – ﹤0.01% 2700
2019
Q3 		$2K Hold
100
– – ﹤0.01% 2700
2019
Q2 		$2K Hold
100
– – ﹤0.01% 2699
2019
Q1 		$2K Buy
+100
New +$2.25K ﹤0.01% 2696
2018
Q4 		– Sell
-106
Closed -$3K – 2236
2018
Q3 		$3K Buy
+106
New +$2.55K ﹤0.01% 1478

Other funds holding TECK

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Teck Resources (TECK) stake by 2.6% in Q1 2026, selling an estimated $3K and leaving 2,101 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #3189.

Carson Wealth (CWM LLC) first reported a position in TECK in Q3 2018 and has held it in 29 quarters since. The position peaked at $207K in Q2 2024. 494 funds tracked by Wall St. Rank hold TECK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,101 shares of Teck Resources worth $109K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 56 Teck Resources shares in Q1 2026, an estimated $3K.
  • Teck Resources made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3189 holding.
  • Carson Wealth (CWM LLC) first reported a position in Teck Resources in Q3 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Teck Resources position peaked at $207K in Q2 2024.
  • 494 funds tracked by Wall St. Rank held Teck Resources as of Q1 2026.

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