Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Tootsie Roll Industries TR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TR Stock Details TR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54.5K Sell
1,276
-53
-4% -$2.08K ﹤0.01% 3759
2025
Q4 		$47K Sell
1,329
-107
-7% -$4.05K ﹤0.01% 3653
2025
Q3 		$58K Buy
1,436
+425
+42% +$16.1K ﹤0.01% 3414
2025
Q2 		$33K Buy
1,011
+233
+30% +$7.47K ﹤0.01% 3597
2025
Q1 		$24K Buy
778
+214
+38% +$6.38K ﹤0.01% 3547
2024
Q4 		$17K Buy
564
+341
+153% +$10.1K ﹤0.01% 3556
2024
Q3 		$7K Buy
223
+172
+337% +$4.9K ﹤0.01% 3972
2024
Q2 		$1K Buy
51
+15
+42% +$423 ﹤0.01% 4496
2024
Q1 		$1K Sell
36
-1
-3% -$30 ﹤0.01% 4226
2023
Q4 		$1K Sell
37
-135
-78% -$3.96K ﹤0.01% 4053
2023
Q3 		$5K Sell
172
-234
-58% -$7K ﹤0.01% 3500
2023
Q2 		$13K Sell
406
-77
-16% -$2.81K ﹤0.01% 2943
2023
Q1 		$20K Buy
483
+119
+33% +$4.75K ﹤0.01% 2528
2022
Q4 		$14K Buy
364
+5
+1% +$182 ﹤0.01% 2625
2022
Q3 		$11K Buy
359
+70
+24% +$2.19K ﹤0.01% 2648
2022
Q2 		$9K Buy
289
+8
+3% +$242 ﹤0.01% 2669
2022
Q1 		$9K Buy
281
+266
+1,773% +$7.94K ﹤0.01% 2567
2021
Q4 		$0 Buy
+15
New +$434 ﹤0.01% 3649
2021
Q2 		$0 Hold
3
– – ﹤0.01% 3007
2021
Q1 		$0 Sell
3
-1
-25% -$27 ﹤0.01% 3006
2020
Q4 		$0 Hold
4
– – ﹤0.01% 3004
2020
Q3 		$0 Hold
4
– – ﹤0.01% 3003
2020
Q2 		$0 Hold
4
– – ﹤0.01% 3002
2020
Q1 		$0 Hold
4
– – ﹤0.01% 3001
2019
Q4 		$0 Hold
4
– – ﹤0.01% 2999
2019
Q3 		$0 Hold
4
– – ﹤0.01% 2999
2019
Q2 		$0 Hold
4
– – ﹤0.01% 2998
2019
Q1 		$0 Sell
4
-85
-96% -$2.4K ﹤0.01% 3269
2018
Q4 		$2K Hold
89
– – ﹤0.01% 1801
2018
Q3 		$2K Hold
89
– – ﹤0.01% 1571
2018
Q2 		$2K Buy
+89
New +$2.05K ﹤0.01% 1429

Other funds holding TR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $410M AUM 7.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Tootsie Roll Industries (TR) stake by 4% in Q1 2026, selling an estimated $2.08K and leaving 1,276 shares worth $54.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3759.

Carson Wealth (CWM LLC) first reported a position in TR in Q2 2018 and has held it in 31 quarters since. The position peaked at $58K in Q3 2025. 222 funds tracked by Wall St. Rank hold TR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,276 shares of Tootsie Roll Industries worth $54.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 53 Tootsie Roll Industries shares in Q1 2026, an estimated $2.08K.
  • Tootsie Roll Industries made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3759 holding.
  • Carson Wealth (CWM LLC) first reported a position in Tootsie Roll Industries in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s Tootsie Roll Industries position peaked at $58K in Q3 2025.
  • 222 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2026.

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