Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Asbury Automotive ABG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ABG Stock Details ABG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.5K Sell
161
-872
-84% -$193K ﹤0.01% 4127
2025
Q4 		$240K Sell
1,033
-125
-11% -$29.6K ﹤0.01% 2413
2025
Q3 		$283K Buy
1,158
+235
+25% +$57.1K ﹤0.01% 2182
2025
Q2 		$220K Buy
923
+65
+8% +$14.9K ﹤0.01% 2093
2025
Q1 		$189K Buy
858
+60
+8% +$15.7K ﹤0.01% 1955
2024
Q4 		$194K Buy
798
+710
+807% +$174K ﹤0.01% 1840
2024
Q3 		$21K Buy
88
+16
+22% +$3.77K ﹤0.01% 3308
2024
Q2 		$16K Buy
72
+16
+29% +$3.63K ﹤0.01% 3247
2024
Q1 		$13K Sell
56
-95
-63% -$20.2K ﹤0.01% 3162
2023
Q4 		$34K Sell
151
-10
-6% -$2.11K ﹤0.01% 2405
2023
Q3 		$37K Buy
161
+78
+94% +$17.8K ﹤0.01% 2258
2023
Q2 		$20K Sell
83
-3
-3% -$631 ﹤0.01% 2625
2023
Q1 		$18K Sell
86
-1,460
-94% -$309K ﹤0.01% 2562
2022
Q4 		$277K Buy
1,546
+42
+3% +$7.02K ﹤0.01% 986
2022
Q3 		$227K Sell
1,504
-61
-4% -$10.4K ﹤0.01% 1000
2022
Q2 		$265K Buy
1,565
+40
+3% +$6.93K ﹤0.01% 936
2022
Q1 		$244K Buy
1,525
+78
+5% +$13.7K ﹤0.01% 957
2021
Q4 		$250K Buy
+1,447
New +$266K ﹤0.01% 934
2021
Q2 		$84K Hold
492
– – ﹤0.01% 1195
2021
Q1 		$84K Hold
492
– – ﹤0.01% 1195
2020
Q4 		$84K Hold
492
– – ﹤0.01% 1195
2020
Q3 		$84K Hold
492
– – ﹤0.01% 1195
2020
Q2 		$84K Hold
492
– – ﹤0.01% 1195
2020
Q1 		$84K Hold
492
– – ﹤0.01% 1195
2019
Q4 		$84K Hold
492
– – ﹤0.01% 1195
2019
Q3 		$84K Hold
492
– – ﹤0.01% 1195
2019
Q2 		$84K Hold
492
– – ﹤0.01% 1195
2019
Q1 		$84K Buy
+492
New +$34.3K ﹤0.01% 1195
2016
Q4 		– Sell
-725
Closed -$40K – 1094
2016
Q3 		$40K Hold
725
– – ﹤0.01% 446
2016
Q2 		$38K Hold
725
– – ﹤0.01% 399
2016
Q1 		$43K Hold
725
– – ﹤0.01% 358
2015
Q4 		$49K Buy
+725
New +$55.2K ﹤0.01% 315

Other funds holding ABG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Asbury Automotive (ABG) stake by 84% in Q1 2026, selling an estimated $193K and leaving 161 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4127.

Carson Wealth (CWM LLC) first reported a position in ABG in Q4 2015 and has held it in 32 quarters since. The position peaked at $283K in Q3 2025. 307 funds tracked by Wall St. Rank hold ABG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 161 shares of Asbury Automotive worth $31.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 872 Asbury Automotive shares in Q1 2026, an estimated $193K.
  • Asbury Automotive made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4127 holding.
  • Carson Wealth (CWM LLC) first reported a position in Asbury Automotive in Q4 2015 and has held it in 32 quarters since.
  • Carson Wealth (CWM LLC)'s Asbury Automotive position peaked at $283K in Q3 2025.
  • 307 funds tracked by Wall St. Rank held Asbury Automotive as of Q1 2026.

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