Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s TMC The Metals Company TMC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TMC Stock Details TMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.42K Buy
1,803
+185
+11% +$1.19K ﹤0.01% 4842
2025
Q4 		$10K Buy
1,618
+371
+30% +$2.61K ﹤0.01% 4565
2025
Q3 		$8K Buy
+1,247
New +$7.48K ﹤0.01% 4588
2023
Q2 		– Sell
-1,600
Closed -$1K – 4456
2023
Q1 		$1K Buy
+1,600
New +$1.49K ﹤0.01% 3937

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Jane Street
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its TMC The Metals Company (TMC) stake by 11% in Q1 2026, buying an estimated $1.19K and bringing the position to 1,803 shares worth $8.42K. The position accounts for ﹤0.01% of the portfolio, ranked #4842.

Carson Wealth (CWM LLC) first reported a position in TMC in Q1 2023 and has held it in 4 quarters since. The position peaked at $10K in Q4 2025. 208 funds tracked by Wall St. Rank hold TMC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,803 shares of TMC The Metals Company worth $8.42K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 185 TMC The Metals Company shares in Q1 2026, an estimated $1.19K.
  • TMC The Metals Company made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4842 holding.
  • Carson Wealth (CWM LLC) first reported a position in TMC The Metals Company in Q1 2023 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s TMC The Metals Company position peaked at $10K in Q4 2025.
  • 208 funds tracked by Wall St. Rank held TMC The Metals Company as of Q1 2026.

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