Carson Wealth (CWM LLC)
TMHC

Carson Wealth (CWM LLC)’s Taylor Morrison TMHC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TMHC Stock Details TMHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.63M Buy
27,997
+1,731
+7% +$108K ﹤0.01% 1289
2025
Q4 		$1.55M Buy
26,266
+9,331
+55% +$570K ﹤0.01% 1270
2025
Q3 		$1.12M Buy
16,935
+7,159
+73% +$471K ﹤0.01% 1347
2025
Q2 		$600K Buy
9,776
+6,474
+196% +$376K ﹤0.01% 1511
2025
Q1 		$198K Buy
3,302
+733
+29% +$45.6K ﹤0.01% 1927
2024
Q4 		$157K Sell
2,569
-197
-7% -$13.4K ﹤0.01% 1988
2024
Q3 		$194K Buy
2,766
+432
+19% +$27.7K ﹤0.01% 1772
2024
Q2 		$129K Buy
2,334
+316
+16% +$18.1K ﹤0.01% 1825
2024
Q1 		$125K Buy
2,018
+214
+12% +$11.8K ﹤0.01% 1758
2023
Q4 		$96K Buy
1,804
+265
+17% +$11.8K ﹤0.01% 1796
2023
Q3 		$66K Sell
1,539
-7
-0.5% -$329 ﹤0.01% 1903
2023
Q2 		$75K Sell
1,546
-107
-6% -$4.61K ﹤0.01% 1728
2023
Q1 		$63K Buy
1,653
+464
+39% +$16.3K ﹤0.01% 1745
2022
Q4 		$36K Buy
1,189
+89
+8% +$2.48K ﹤0.01% 1963
2022
Q3 		$26K Buy
1,100
+259
+31% +$6.73K ﹤0.01% 2066
2022
Q2 		$20K Buy
841
+81
+11% +$2.15K ﹤0.01% 2125
2022
Q1 		$21K Buy
760
+732
+2,614% +$22.3K ﹤0.01% 2069
2021
Q4 		$1K Buy
+28
New +$874 ﹤0.01% 3387

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Taylor Morrison (TMHC) stake by 6.6% in Q1 2026, buying an estimated $108K and bringing the position to 27,997 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Carson Wealth (CWM LLC) first reported a position in TMHC in Q4 2021 and has held it in 18 quarters since. 449 funds tracked by Wall St. Rank hold TMHC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 27,997 shares of Taylor Morrison worth $1.63M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,731 Taylor Morrison shares in Q1 2026, an estimated $108K.
  • Taylor Morrison made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1289 holding.
  • Carson Wealth (CWM LLC) first reported a position in Taylor Morrison in Q4 2021 and has held it in 18 quarters since.
  • 449 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2026.

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