Carson Wealth (CWM LLC)
TMDX icon

Carson Wealth (CWM LLC)’s Transmedics TMDX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TMDX Stock Details TMDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$79.5K Buy
800
+21
+3% +$2.74K ﹤0.01% 3452
2025
Q4 		$95K Sell
779
-118
-13% -$14.8K ﹤0.01% 3109
2025
Q3 		$101K Buy
897
+140
+18% +$16.4K ﹤0.01% 2984
2025
Q2 		$101K Sell
757
-168
-18% -$18.4K ﹤0.01% 2718
2025
Q1 		$62K Buy
925
+155
+20% +$10.7K ﹤0.01% 2800
2024
Q4 		$48K Buy
770
+592
+333% +$55.1K ﹤0.01% 2841
2024
Q3 		$28K Buy
178
+58
+48% +$8.94K ﹤0.01% 3159
2024
Q2 		$18K Sell
120
-122
-50% -$14.6K ﹤0.01% 3197
2024
Q1 		$18K Buy
242
+143
+144% +$11.8K ﹤0.01% 2987
2023
Q4 		$8K Sell
99
-118
-54% -$7.12K ﹤0.01% 3314
2023
Q3 		$12K Buy
217
+58
+36% +$4.17K ﹤0.01% 3057
2023
Q2 		$13K Sell
159
-10
-6% -$766 ﹤0.01% 2940
2023
Q1 		$13K Sell
169
-55
-25% -$3.8K ﹤0.01% 2817
2022
Q4 		$14K Buy
224
+33
+17% +$1.75K ﹤0.01% 2624
2022
Q3 		$8K Hold
191
– – ﹤0.01% 2854
2022
Q2 		$6K Buy
191
+137
+254% +$3.65K ﹤0.01% 2928
2022
Q1 		$1K Hold
54
– – ﹤0.01% 3416
2021
Q4 		$1K Buy
+54
New +$1.35K ﹤0.01% 3386
2021
Q2 		$2K Hold
54
– – ﹤0.01% 2710
2021
Q1 		$2K Hold
54
– – ﹤0.01% 2710
2020
Q4 		$2K Hold
54
– – ﹤0.01% 2709
2020
Q3 		$2K Hold
54
– – ﹤0.01% 2708
2020
Q2 		$2K Hold
54
– – ﹤0.01% 2707
2020
Q1 		$2K Hold
54
– – ﹤0.01% 2707
2019
Q4 		$2K Hold
54
– – ﹤0.01% 2705
2019
Q3 		$2K Hold
54
– – ﹤0.01% 2705
2019
Q2 		$2K Buy
+54
New +$1.47K ﹤0.01% 2704

Other funds holding TMDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Transmedics (TMDX) stake by 2.7% in Q1 2026, buying an estimated $2.74K and bringing the position to 800 shares worth $79.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3452.

Carson Wealth (CWM LLC) first reported a position in TMDX in Q2 2019 and has held it in 27 quarters since. The position peaked at $101K in Q3 2025. 416 funds tracked by Wall St. Rank hold TMDX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 800 shares of Transmedics worth $79.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 21 Transmedics shares in Q1 2026, an estimated $2.74K.
  • Transmedics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3452 holding.
  • Carson Wealth (CWM LLC) first reported a position in Transmedics in Q2 2019 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s Transmedics position peaked at $101K in Q3 2025.
  • 416 funds tracked by Wall St. Rank held Transmedics as of Q1 2026.

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