Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Xometry XMTR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XMTR Stock Details XMTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$47.2K Buy
1,155
+129
+13% +$6.85K ﹤0.01% 3863
2025
Q4 		$61K Buy
1,026
+85
+9% +$4.79K ﹤0.01% 3453
2025
Q3 		$51K Buy
941
+19
+2% +$824 ﹤0.01% 3528
2025
Q2 		$31K Sell
922
-633
-41% -$18.6K ﹤0.01% 3635
2025
Q1 		$39K Buy
1,555
+1,387
+826% +$43.6K ﹤0.01% 3194
2024
Q4 		$7K Buy
168
+51
+44% +$1.44K ﹤0.01% 4086
2024
Q3 		$2K Buy
117
+104
+800% +$1.71K ﹤0.01% 4480
2024
Q2 		$0 Sell
13
-53
-80% -$833 ﹤0.01% 4991
2024
Q1 		$1K Buy
66
+2
+3% +$54 ﹤0.01% 4244
2023
Q4 		$2K Buy
64
+13
+25% +$279 ﹤0.01% 3858
2023
Q3 		$1K Buy
+51
New +$965 ﹤0.01% 4110
2023
Q1 		– Sell
-121
Closed -$4K – 4369
2022
Q4 		$4K Buy
121
+102
+537% +$4.76K ﹤0.01% 3347
2022
Q3 		$1K Hold
19
– – ﹤0.01% 3799
2022
Q2 		$1K Buy
+19
New +$655 ﹤0.01% 3678
2022
Q1 		– Sell
-8
Closed – – 3905
2021
Q4 		$0 Buy
+8
New +$411 ﹤0.01% 3665

Other funds holding XMTR

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Xometry (XMTR) stake by 13% in Q1 2026, buying an estimated $6.85K and bringing the position to 1,155 shares worth $47.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3863.

Carson Wealth (CWM LLC) first reported a position in XMTR in Q4 2021 and has held it in 15 quarters since. The position peaked at $61K in Q4 2025. 249 funds tracked by Wall St. Rank hold XMTR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,155 shares of Xometry worth $47.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 129 Xometry shares in Q1 2026, an estimated $6.85K.
  • Xometry made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3863 holding.
  • Carson Wealth (CWM LLC) first reported a position in Xometry in Q4 2021 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s Xometry position peaked at $61K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Xometry as of Q1 2026.

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