Carson Wealth (CWM LLC)
TEX icon

Carson Wealth (CWM LLC)’s Terex TEX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.55M Buy
26,245
+20,555
+361% +$1.27M ﹤0.01% 1310
2025
Q4 		$304K Buy
5,690
+402
+8% +$20.3K ﹤0.01% 2245
2025
Q3 		$271K Sell
5,288
-175
-3% -$8.91K ﹤0.01% 2214
2025
Q2 		$255K Sell
5,463
-70,745
-93% -$2.96M ﹤0.01% 1974
2025
Q1 		$2.88M Buy
76,208
+1,102
+1% +$48.1K 0.01% 705
2024
Q4 		$3.47M Buy
75,106
+72,371
+2,646% +$3.77M 0.01% 573
2024
Q3 		$145K Sell
2,735
-385
-12% -$21.3K ﹤0.01% 1949
2024
Q2 		$171K Buy
3,120
+1,238
+66% +$73.4K ﹤0.01% 1668
2024
Q1 		$121K Buy
1,882
+863
+85% +$50.6K ﹤0.01% 1770
2023
Q4 		$59K Sell
1,019
-5,505
-84% -$285K ﹤0.01% 2072
2023
Q3 		$376K Buy
6,524
+43
+0.7% +$2.56K ﹤0.01% 1076
2023
Q2 		$388K Buy
6,481
+5,734
+768% +$284K ﹤0.01% 1022
2023
Q1 		$36K Sell
747
-28
-4% -$1.43K ﹤0.01% 2099
2022
Q4 		$33K Buy
775
+53
+7% +$2.13K ﹤0.01% 2030
2022
Q3 		$21K Buy
722
+468
+184% +$15.3K ﹤0.01% 2200
2022
Q2 		$7K Sell
254
-47
-16% -$1.56K ﹤0.01% 2830
2022
Q1 		$11K Buy
301
+83
+38% +$3.43K ﹤0.01% 2443
2021
Q4 		$10K Buy
+218
New +$9.79K ﹤0.01% 2369
2018
Q4 		– Sell
-47
Closed -$2K – 2237
2018
Q3 		$2K Buy
+47
New +$1.91K ﹤0.01% 1568

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Terex (TEX) stake by 361% in Q1 2026, buying an estimated $1.27M and bringing the position to 26,245 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

Carson Wealth (CWM LLC) first reported a position in TEX in Q3 2018 and has held it in 19 quarters since. The position peaked at $3.47M in Q4 2024. 472 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 26,245 shares of Terex worth $1.55M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 20,555 Terex shares in Q1 2026, an estimated $1.27M.
  • Terex made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1310 holding.
  • Carson Wealth (CWM LLC) first reported a position in Terex in Q3 2018 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s Terex position peaked at $3.47M in Q4 2024.
  • 472 funds tracked by Wall St. Rank held Terex as of Q1 2026.

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