Carson Wealth (CWM LLC)
TEM

Carson Wealth (CWM LLC)’s Tempus AI TEM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TEM Stock Details TEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.7M Buy
259,765
+65,574
+34% +$3.73M 0.03% 489
2025
Q4 		$11.5M Buy
194,191
+1,997
+1% +$156K 0.03% 475
2025
Q3 		$15.5M Buy
192,194
+8,465
+5% +$593K 0.05% 347
2025
Q2 		$11.7M Buy
183,729
+28,193
+18% +$1.62M 0.04% 358
2025
Q1 		$7.5M Buy
155,536
+70,352
+83% +$3.8M 0.03% 416
2024
Q4 		$2.88M Buy
+85,184
New +$4.21M 0.01% 650

Other funds holding TEM

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Tempus AI (TEM) stake by 34% in Q1 2026, buying an estimated $3.73M and bringing the position to 259,765 shares worth $11.7M. The position accounts for 0.03% of the portfolio, ranked #489.

Carson Wealth (CWM LLC) first reported a position in TEM in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.5M in Q3 2025. 427 funds tracked by Wall St. Rank hold TEM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 259,765 shares of Tempus AI worth $11.7M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 65,574 Tempus AI shares in Q1 2026, an estimated $3.73M.
  • Tempus AI made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #489 holding.
  • Carson Wealth (CWM LLC) first reported a position in Tempus AI in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s Tempus AI position peaked at $15.5M in Q3 2025.
  • 427 funds tracked by Wall St. Rank held Tempus AI as of Q1 2026.

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