Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Texas Pacific Land TPL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TPL Stock Details TPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$972K Buy
2,049
+87
+4% +$37.4K ﹤0.01% 1554
2025
Q4 		$563K Sell
1,962
-1,983
-50% -$606K ﹤0.01% 1847
2025
Q3 		$1.23M Buy
3,945
+1,980
+101% +$623K ﹤0.01% 1297
2025
Q2 		$691K Sell
1,965
-495
-20% -$202K ﹤0.01% 1445
2025
Q1 		$1.09M Buy
2,460
+468
+23% +$209K ﹤0.01% 1081
2024
Q4 		$735K Buy
1,992
+111
+6% +$45.4K ﹤0.01% 1229
2024
Q3 		$555K Buy
1,881
+729
+63% +$200K ﹤0.01% 1275
2024
Q2 		$282K Buy
1,152
+729
+172% +$153K ﹤0.01% 1422
2024
Q1 		$82K Buy
423
+27
+7% +$4.63K ﹤0.01% 2003
2023
Q4 		$69K Buy
396
+18
+5% +$3.42K ﹤0.01% 1984
2023
Q3 		$77K Hold
378
– – ﹤0.01% 1800
2023
Q2 		$55K Sell
378
-864
-70% -$139K ﹤0.01% 1911
2023
Q1 		$235K Sell
1,242
-18
-1% -$3.75K ﹤0.01% 1141
2022
Q4 		$328K Sell
1,260
-153
-11% -$40.6K ﹤0.01% 929
2022
Q3 		$279K Sell
1,413
-126
-8% -$24.3K ﹤0.01% 930
2022
Q2 		$254K Buy
1,539
+9
+0.6% +$1.47K ﹤0.01% 949
2022
Q1 		$230K Buy
1,530
+198
+15% +$26.1K ﹤0.01% 987
2021
Q4 		$185K Buy
+1,332
New +$186K ﹤0.01% 1060
2021
Q2 		$243K Hold
1,368
– – ﹤0.01% 842
2021
Q1 		$243K Hold
1,368
– – ﹤0.01% 842
2020
Q4 		$243K Hold
1,368
– – ﹤0.01% 842
2020
Q3 		$243K Hold
1,368
– – ﹤0.01% 842
2020
Q2 		$243K Hold
1,368
– – ﹤0.01% 842
2020
Q1 		$243K Hold
1,368
– – ﹤0.01% 842
2019
Q4 		$243K Hold
1,368
– – ﹤0.01% 842
2019
Q3 		$243K Hold
1,368
– – ﹤0.01% 842
2019
Q2 		$243K Hold
1,368
– – ﹤0.01% 842
2019
Q1 		$243K Buy
+1,368
New +$107K ﹤0.01% 842
2015
Q4 		– Sell
-13,230
Closed -$206K – 753
2015
Q3 		$206K Buy
+13,230
New +$197K 0.02% 205

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Texas Pacific Land (TPL) stake by 4.4% in Q1 2026, buying an estimated $37.4K and bringing the position to 2,049 shares worth $972K. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

Carson Wealth (CWM LLC) first reported a position in TPL in Q3 2015 and has held it in 29 quarters since. The position peaked at $1.23M in Q3 2025. 863 funds tracked by Wall St. Rank hold TPL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,049 shares of Texas Pacific Land worth $972K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 87 Texas Pacific Land shares in Q1 2026, an estimated $37.4K.
  • Texas Pacific Land made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1554 holding.
  • Carson Wealth (CWM LLC) first reported a position in Texas Pacific Land in Q3 2015 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Texas Pacific Land position peaked at $1.23M in Q3 2025.
  • 863 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2026.

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