Carson Wealth (CWM LLC)’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $648K | Buy |
15,369
+106
| +0.7% | +$4.47K | ﹤0.01% | 1831 |
|
|
2025
Q4 | $595K | Sell |
15,263
-2,098
| -12% | -$81.7K | ﹤0.01% | 1810 |
|
|
2025
Q3 | $687K | Buy |
17,361
+10,784
| +164% | +$420K | ﹤0.01% | 1622 |
|
|
2025
Q2 | $240K | Buy |
6,577
+922
| +16% | +$31.6K | ﹤0.01% | 2014 |
|
|
2025
Q1 | $195K | Buy |
5,655
+502
| +10% | +$17.9K | ﹤0.01% | 1938 |
|
|
2024
Q4 | $182K | Buy |
5,153
+193
| +4% | +$6.97K | ﹤0.01% | 1888 |
|
|
2024
Q3 | $158K | Buy |
4,960
+177
| +4% | +$5.69K | ﹤0.01% | 1889 |
|
|
2024
Q2 | $144K | Buy |
4,783
+611
| +15% | +$17.5K | ﹤0.01% | 1765 |
|
|
2024
Q1 | $117K | Sell |
4,172
-21
| -0.5% | -$566 | ﹤0.01% | 1786 |
|
|
2023
Q4 | $117K | Sell |
4,193
-436
| -9% | -$10.1K | ﹤0.01% | 1663 |
|
|
2023
Q3 | $101K | Sell |
4,629
-483
| -9% | -$11.2K | ﹤0.01% | 1626 |
|
|
2023
Q2 | $108K | Sell |
5,112
-42,299
| -89% | -$954K | ﹤0.01% | 1532 |
|
|
2023
Q1 | $1.17M | Buy |
47,411
+1,528
| +3% | +$45.1K | 0.01% | 620 |
|
|
2022
Q4 | $1.6M | Sell |
45,883
-90
| -0.2% | -$3.14K | 0.01% | 485 |
|
|
2022
Q3 | $1.41M | Sell |
45,973
-1,099
| -2% | -$34.9K | 0.01% | 472 |
|
|
2022
Q2 | $1.37M | Sell |
47,072
-2,310
| -5% | -$66.8K | 0.01% | 480 |
|
|
2022
Q1 | $1.5M | Sell |
49,382
-6,958
| -12% | -$225K | 0.01% | 464 |
|
|
2021
Q4 | $1.83M | Buy |
+56,340
| New | +$1.84M | 0.01% | 448 |
|
|
2021
Q2 | $116K | Hold |
3,762
| – | – | ﹤0.01% | 1085 |
|
|
2021
Q1 | $116K | Hold |
3,762
| – | – | ﹤0.01% | 1085 |
|
|
2020
Q4 | $116K | Hold |
3,762
| – | – | ﹤0.01% | 1085 |
|
|
2020
Q3 | $116K | Hold |
3,762
| – | – | ﹤0.01% | 1085 |
|
|
2020
Q2 | $116K | Hold |
3,762
| – | – | ﹤0.01% | 1084 |
|
|
2020
Q1 | $116K | Hold |
3,762
| – | – | ﹤0.01% | 1084 |
|
|
2019
Q4 | $116K | Hold |
3,762
| – | – | ﹤0.01% | 1084 |
|
|
2019
Q3 | $116K | Hold |
3,762
| – | – | ﹤0.01% | 1083 |
|
|
2019
Q2 | $116K | Hold |
3,762
| – | – | ﹤0.01% | 1083 |
|
|
2019
Q1 | $116K | Sell |
3,762
-5,600
| -60% | -$183K | ﹤0.01% | 1083 |
|
|
2018
Q4 | $266K | Hold |
9,362
| – | – | 0.01% | 545 |
|
|
2018
Q3 | $315K | Buy |
9,362
+200
| +2% | +$6.96K | 0.01% | 438 |
|
|
2018
Q2 | $299K | Buy |
+9,162
| New | +$295K | 0.01% | 376 |
|
|
2018
Q1 | – | Sell |
-75
| Closed | -$2K | – | 1536 |
|
|
2017
Q4 | $2K | Hold |
75
| – | – | ﹤0.01% | 1297 |
|
|
2017
Q3 | $2K | Buy |
+75
| New | +$2.33K | ﹤0.01% | 1311 |
|
Other funds holding TRMK
NRCM
Carson Wealth (CWM LLC)'s TRMK Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Trustmark (TRMK) stake by 0.69% in Q1 2026, buying an estimated $4.47K and bringing the position to 15,369 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #1831.
Carson Wealth (CWM LLC) first reported a position in TRMK in Q3 2017 and has held it in 33 quarters since. The position peaked at $1.83M in Q4 2021. 273 funds tracked by Wall St. Rank hold TRMK as of Q1 2026.
- Carson Wealth (CWM LLC) held 15,369 shares of Trustmark worth $648K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 106 Trustmark shares in Q1 2026, an estimated $4.47K.
- Trustmark made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1831 holding.
- Carson Wealth (CWM LLC) first reported a position in Trustmark in Q3 2017 and has held it in 33 quarters since.
- Carson Wealth (CWM LLC)'s Trustmark position peaked at $1.83M in Q4 2021.
- 273 funds tracked by Wall St. Rank held Trustmark as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.