Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Wheaton Precious Metals WPM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WPM Stock Details WPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$467K Buy
3,565
+478
+15% +$66.5K ﹤0.01% 2067
2025
Q4 		$363K Buy
3,087
+324
+12% +$34.7K ﹤0.01% 2131
2025
Q3 		$309K Buy
2,763
+52
+2% +$5.08K ﹤0.01% 2108
2025
Q2 		$243K Sell
2,711
-126
-4% -$10.6K ﹤0.01% 2008
2025
Q1 		$220K Buy
2,837
+116
+4% +$7.74K ﹤0.01% 1862
2024
Q4 		$153K Sell
2,721
-3,249
-54% -$201K ﹤0.01% 2006
2024
Q3 		$365K Buy
5,970
+2,930
+96% +$174K ﹤0.01% 1450
2024
Q2 		$159K Buy
3,040
+295
+11% +$15.8K ﹤0.01% 1714
2024
Q1 		$129K Buy
2,745
+592
+27% +$26.7K ﹤0.01% 1737
2023
Q4 		$106K Sell
2,153
-337
-14% -$15.2K ﹤0.01% 1730
2023
Q3 		$101K Sell
2,490
-460
-16% -$19.8K ﹤0.01% 1628
2023
Q2 		$127K Buy
2,950
+1,022
+53% +$48.6K ﹤0.01% 1448
2023
Q1 		$93K Buy
1,928
+1,061
+122% +$46.4K ﹤0.01% 1534
2022
Q4 		$34K Buy
867
+72
+9% +$2.6K ﹤0.01% 2008
2022
Q3 		$26K Sell
795
-838
-51% -$27.5K ﹤0.01% 2068
2022
Q2 		$59K Buy
1,633
+360
+28% +$15.6K ﹤0.01% 1557
2022
Q1 		$61K Buy
1,273
+69
+6% +$3K ﹤0.01% 1520
2021
Q4 		$52K Buy
+1,204
New +$49.6K ﹤0.01% 1558
2021
Q2 		$276K Hold
6,266
– – ﹤0.01% 805
2021
Q1 		$276K Hold
6,266
– – ﹤0.01% 805
2020
Q4 		$276K Hold
6,266
– – ﹤0.01% 805
2020
Q3 		$276K Hold
6,266
– – ﹤0.01% 805
2020
Q2 		$276K Hold
6,266
– – ﹤0.01% 805
2020
Q1 		$276K Hold
6,266
– – ﹤0.01% 805
2019
Q4 		$276K Hold
6,266
– – ﹤0.01% 805
2019
Q3 		$276K Hold
6,266
– – ﹤0.01% 805
2019
Q2 		$276K Hold
6,266
– – ﹤0.01% 805
2019
Q1 		$276K Sell
6,266
-9,646
-61% -$205K ﹤0.01% 805
2018
Q4 		$311K Buy
15,912
+8,001
+101% +$136K 0.01% 518
2018
Q3 		$138K Buy
7,911
+1,052
+15% +$20.2K ﹤0.01% 572
2018
Q2 		$151K Buy
6,859
+669
+11% +$14.4K 0.01% 464
2018
Q1 		$126K Hold
6,190
– – 0.01% 420
2017
Q4 		$137K Buy
6,190
+24
+0.4% +$500 0.01% 387
2017
Q3 		$118K Buy
6,166
+27
+0.4% +$531 0.01% 397
2017
Q2 		$122K Sell
6,139
-383
-6% -$7.83K 0.01% 366
2017
Q1 		$136K Hold
6,522
– – 0.01% 330
2016
Q4 		$126K Buy
6,522
+4,322
+196% +$90.1K 0.01% 324
2016
Q3 		$59K Sell
2,200
-3,922
-64% -$108K ﹤0.01% 398
2016
Q2 		$144K Hold
6,122
– – 0.01% 268
2016
Q1 		$102K Hold
6,122
– – 0.01% 279
2015
Q4 		$76K Sell
6,122
-300
-5% -$3.96K 0.01% 283
2015
Q3 		$77K Sell
6,422
-9,000
-58% -$117K 0.01% 256
2015
Q2 		$267K Buy
+15,422
New +$296K 0.03% 167
2014
Q1 		– Sell
-6,122
Closed -$124K – 503
2013
Q4 		$124K Buy
+6,122
New +$133K 0.02% 184

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Wheaton Precious Metals (WPM) stake by 15% in Q1 2026, buying an estimated $66.5K and bringing the position to 3,565 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #2067.

Carson Wealth (CWM LLC) first reported a position in WPM in Q4 2013 and has held it in 44 quarters since. 858 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,565 shares of Wheaton Precious Metals worth $467K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 478 Wheaton Precious Metals shares in Q1 2026, an estimated $66.5K.
  • Wheaton Precious Metals made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2067 holding.
  • Carson Wealth (CWM LLC) first reported a position in Wheaton Precious Metals in Q4 2013 and has held it in 44 quarters since.
  • 858 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

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