Carson Wealth (CWM LLC)’s TORM TRMD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TRMD Stock Details TRMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.23K	Hold	295	–	–	﹤0.01%	4851
2025 Q4	$6K	Sell	295 -5,000	-94%	-$106K	﹤0.01%	4780
2025 Q3	$109K	Buy	5,295 +3	+0.1%	+$60	﹤0.01%	2920
2025 Q2	$88K	Hold	5,292	–	–	﹤0.01%	2834
2025 Q1	$87K	Buy	5,292 +5,000	+1,712%	+$96.7K	﹤0.01%	2541
2024 Q4	$6K	Sell	292 -1,000	-77%	-$24.4K	﹤0.01%	4153
2024 Q3	$44K	Buy	1,292 +1,000	+342%	+$36.7K	﹤0.01%	2793
2024 Q2	$11K	Hold	292	–	–	﹤0.01%	3503
2024 Q1	$10K	Hold	292	–	–	﹤0.01%	3362
2023 Q4	$9K	Buy	292 +104	+55%	+$3.07K	﹤0.01%	3256
2023 Q3	$5K	Buy	+188	New	+$4.77K	﹤0.01%	3501

Other funds holding TRMD

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Carson Wealth (CWM LLC) held its TORM (TRMD) position steady in Q1 2026 at 295 shares worth $8.23K. The position accounts for ﹤0.01% of the portfolio, ranked #4851.

Carson Wealth (CWM LLC) first reported a position in TRMD in Q3 2023 and has held it in 11 quarters since. The position peaked at $109K in Q3 2025. 141 funds tracked by Wall St. Rank hold TRMD as of Q1 2026.

Carson Wealth (CWM LLC) held 295 shares of TORM worth $8.23K as of Q1 2026.
Carson Wealth (CWM LLC) left its TORM share count unchanged in Q1 2026.
TORM made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4851 holding.
Carson Wealth (CWM LLC) first reported a position in TORM in Q3 2023 and has held it in 11 quarters since.
Carson Wealth (CWM LLC)'s TORM position peaked at $109K in Q3 2025.
141 funds tracked by Wall St. Rank held TORM as of Q1 2026.

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