Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s United States Lime & Minerals USLM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$503K Sell
3,853
-280
-7% -$33.7K ﹤0.01% 2012
2025
Q4 		$495K Sell
4,133
-698
-14% -$86.5K ﹤0.01% 1926
2025
Q3 		$636K Buy
4,831
+1,567
+48% +$181K ﹤0.01% 1666
2025
Q2 		$326K Buy
3,264
+641
+24% +$62.6K ﹤0.01% 1808
2025
Q1 		$232K Buy
2,623
+557
+27% +$57.9K ﹤0.01% 1829
2024
Q4 		$274K Buy
2,066
+63
+3% +$7.99K ﹤0.01% 1649
2024
Q3 		$196K Buy
2,003
+738
+58% +$59.2K ﹤0.01% 1766
2024
Q2 		$92K Buy
1,265
+1,160
+1,105% +$77.3K ﹤0.01% 2024
2024
Q1 		$6K Buy
105
+100
+2,000% +$5.16K ﹤0.01% 3616
2023
Q4 		$0 Buy
+5
New +$212 ﹤0.01% 4535
2023
Q2 		– Sell
-50
Closed -$2K – 4475
2023
Q1 		$2K Hold
50
– – ﹤0.01% 3707
2022
Q4 		$1K Hold
50
– – ﹤0.01% 3867
2022
Q3 		$1K Hold
50
– – ﹤0.01% 3785
2022
Q2 		$1K Hold
50
– – ﹤0.01% 3663
2022
Q1 		$1K Hold
50
– – ﹤0.01% 3424
2021
Q4 		$1K Buy
+50
New +$1.25K ﹤0.01% 3392
2021
Q2 		$1K Hold
50
– – ﹤0.01% 2857
2021
Q1 		$1K Hold
50
– – ﹤0.01% 2856
2020
Q4 		$1K Hold
50
– – ﹤0.01% 2856
2020
Q3 		$1K Hold
50
– – ﹤0.01% 2853
2020
Q2 		$1K Hold
50
– – ﹤0.01% 2853
2020
Q1 		$1K Hold
50
– – ﹤0.01% 2851
2019
Q4 		$1K Hold
50
– – ﹤0.01% 2851
2019
Q3 		$1K Hold
50
– – ﹤0.01% 2851
2019
Q2 		$1K Hold
50
– – ﹤0.01% 2851
2019
Q1 		$1K Buy
+50
New +$721 ﹤0.01% 2849

Other funds holding USLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its United States Lime & Minerals (USLM) stake by 6.8% in Q1 2026, selling an estimated $33.7K and leaving 3,853 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #2012.

Carson Wealth (CWM LLC) first reported a position in USLM in Q1 2019 and has held it in 26 quarters since. The position peaked at $636K in Q3 2025. 237 funds tracked by Wall St. Rank hold USLM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,853 shares of United States Lime & Minerals worth $503K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 280 United States Lime & Minerals shares in Q1 2026, an estimated $33.7K.
  • United States Lime & Minerals made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2012 holding.
  • Carson Wealth (CWM LLC) first reported a position in United States Lime & Minerals in Q1 2019 and has held it in 26 quarters since.
  • Carson Wealth (CWM LLC)'s United States Lime & Minerals position peaked at $636K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2026.

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