Carson Wealth (CWM LLC)’s Advance Auto Parts AAP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$86.4K Buy
1,638
+56
+4% +$2.8K ﹤0.01% 3395
2025
Q4
$62K Sell
1,582
-73
-4% -$3.66K ﹤0.01% 3428
2025
Q3
$102K Sell
1,655
-416
-20% -$24.6K ﹤0.01% 2969
2025
Q2
$96K Sell
2,071
-5,746
-74% -$230K ﹤0.01% 2765
2025
Q1
$307K Sell
7,817
-8,670
-53% -$372K ﹤0.01% 1658
2024
Q4
$780K Buy
16,487
+14,154
+607% +$576K ﹤0.01% 1206
2024
Q3
$91K Buy
2,333
+627
+37% +$33.2K ﹤0.01% 2255
2024
Q2
$108K Sell
1,706
-33
-2% -$2.36K ﹤0.01% 1919
2024
Q1
$148K Buy
1,739
+356
+26% +$24.6K ﹤0.01% 1660
2023
Q4
$84K Sell
1,383
-237
-15% -$13K ﹤0.01% 1858
2023
Q3
$91K Buy
1,620
+316
+24% +$21.2K ﹤0.01% 1692
2023
Q2
$92K Buy
1,304
+394
+43% +$40.5K ﹤0.01% 1607
2023
Q1
$111K Sell
910
-1,990
-69% -$278K ﹤0.01% 1439
2022
Q4
$426K Buy
2,900
+31
+1% +$5.02K ﹤0.01% 863
2022
Q3
$448K Buy
2,869
+471
+20% +$86K ﹤0.01% 784
2022
Q2
$415K Sell
2,398
-13,537
-85% -$2.68M ﹤0.01% 790
2022
Q1
$3.3M Buy
15,935
+361
+2% +$79.4K 0.02% 347
2021
Q4
$3.74M Buy
+15,574
New +$3.56M 0.03% 329
2021
Q2
$59K Hold
286
﹤0.01% 1323
2021
Q1
$59K Hold
286
﹤0.01% 1323
2020
Q4
$59K Hold
286
﹤0.01% 1323
2020
Q3
$59K Hold
286
﹤0.01% 1323
2020
Q2
$59K Hold
286
﹤0.01% 1323
2020
Q1
$59K Hold
286
﹤0.01% 1323
2019
Q4
$59K Hold
286
﹤0.01% 1323
2019
Q3
$59K Hold
286
﹤0.01% 1323
2019
Q2
$59K Hold
286
﹤0.01% 1323
2019
Q1
$59K Sell
286
-62
-18% -$10K ﹤0.01% 1323
2018
Q4
$55K Buy
348
+37
+12% +$6.18K ﹤0.01% 860
2018
Q3
$52K Sell
311
-6
-2% -$922 ﹤0.01% 740
2018
Q2
$43K Sell
317
-98
-24% -$11.9K ﹤0.01% 662
2018
Q1
$49K Sell
415
-15
-3% -$1.71K ﹤0.01% 556
2017
Q4
$43K Sell
430
-763
-64% -$70.2K ﹤0.01% 550
2017
Q3
$118K Sell
1,193
-32,294
-96% -$3.26M 0.01% 395
2017
Q2
$3.9M Buy
+33,487
New +$4.6M 0.2% 93

Other funds holding AAP

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

Carson Wealth (CWM LLC) increased its Advance Auto Parts (AAP) stake by 3.5% in Q1 2026, buying an estimated $2.8K and bringing the position to 1,638 shares worth $86.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3395.

Carson Wealth (CWM LLC) first reported a position in AAP in Q2 2017 and has held it in 35 quarters since. The position peaked at $3.9M in Q2 2017. 357 funds tracked by Wall St. Rank hold AAP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,638 shares of Advance Auto Parts worth $86.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 56 Advance Auto Parts shares in Q1 2026, an estimated $2.8K.
  • Advance Auto Parts made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3395 holding.
  • Carson Wealth (CWM LLC) first reported a position in Advance Auto Parts in Q2 2017 and has held it in 35 quarters since.
  • Carson Wealth (CWM LLC)'s Advance Auto Parts position peaked at $3.9M in Q2 2017.
  • 357 funds tracked by Wall St. Rank held Advance Auto Parts as of Q1 2026.

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