Carson Wealth (CWM LLC)’s AerCap AER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $368K | Buy |
2,681
+1,503
| +128% | +$215K | ﹤0.01% | 2250 |
|
|
2025
Q4 | $169K | Sell |
1,178
-22
| -2% | -$2.91K | ﹤0.01% | 2699 |
|
|
2025
Q3 | $145K | Buy |
1,200
+459
| +62% | +$53.6K | ﹤0.01% | 2692 |
|
|
2025
Q2 | $87K | Buy |
741
+42
| +6% | +$4.54K | ﹤0.01% | 2838 |
|
|
2025
Q1 | $71K | Sell |
699
-14
| -2% | -$1.39K | ﹤0.01% | 2692 |
|
|
2024
Q4 | $68K | Sell |
713
-54
| -7% | -$5.18K | ﹤0.01% | 2555 |
|
|
2024
Q3 | $73K | Buy |
767
+79
| +11% | +$7.4K | ﹤0.01% | 2392 |
|
|
2024
Q2 | $64K | Buy |
688
+24
| +4% | +$2.14K | ﹤0.01% | 2284 |
|
|
2024
Q1 | $58K | Buy |
664
+135
| +26% | +$10.6K | ﹤0.01% | 2197 |
|
|
2023
Q4 | $39K | Buy |
529
+5
| +1% | +$330 | ﹤0.01% | 2324 |
|
|
2023
Q3 | $33K | Buy |
524
+144
| +38% | +$9.06K | ﹤0.01% | 2332 |
|
|
2023
Q2 | $24K | Sell |
380
-34
| -8% | -$1.96K | ﹤0.01% | 2502 |
|
|
2023
Q1 | $23K | Sell |
414
-21
| -5% | -$1.26K | ﹤0.01% | 2392 |
|
|
2022
Q4 | $25K | Sell |
435
-367
| -46% | -$20.3K | ﹤0.01% | 2190 |
|
|
2022
Q3 | $34K | Buy |
802
+17
| +2% | +$751 | ﹤0.01% | 1864 |
|
|
2022
Q2 | $32K | Buy |
785
+16
| +2% | +$741 | ﹤0.01% | 1843 |
|
|
2022
Q1 | $39K | Buy |
769
+113
| +17% | +$6.78K | ﹤0.01% | 1710 |
|
|
2021
Q4 | $43K | Buy |
+656
| New | +$40.6K | ﹤0.01% | 1632 |
|
|
2021
Q2 | $23K | Hold |
454
| – | – | ﹤0.01% | 1724 |
|
|
2021
Q1 | $23K | Hold |
454
| – | – | ﹤0.01% | 1724 |
|
|
2020
Q4 | $23K | Hold |
454
| – | – | ﹤0.01% | 1724 |
|
|
2020
Q3 | $23K | Hold |
454
| – | – | ﹤0.01% | 1724 |
|
|
2020
Q2 | $23K | Hold |
454
| – | – | ﹤0.01% | 1724 |
|
|
2020
Q1 | $23K | Hold |
454
| – | – | ﹤0.01% | 1724 |
|
|
2019
Q4 | $23K | Hold |
454
| – | – | ﹤0.01% | 1724 |
|
|
2019
Q3 | $23K | Hold |
454
| – | – | ﹤0.01% | 1724 |
|
|
2019
Q2 | $23K | Hold |
454
| – | – | ﹤0.01% | 1724 |
|
|
2019
Q1 | $23K | Buy |
454
+369
| +434% | +$16.7K | ﹤0.01% | 1724 |
|
|
2018
Q4 | $3K | Buy |
85
+17
| +25% | +$851 | ﹤0.01% | 1635 |
|
|
2018
Q3 | $4K | Hold |
68
| – | – | ﹤0.01% | 1373 |
|
|
2018
Q2 | $4K | Hold |
68
| – | – | ﹤0.01% | 1224 |
|
|
2018
Q1 | $3K | Buy |
68
+4
| +6% | +$207 | ﹤0.01% | 1078 |
|
|
2017
Q4 | $3K | Buy |
+64
| New | +$3.33K | ﹤0.01% | 1180 |
|
Other funds holding AER
DSC
5NCM
Carson Wealth (CWM LLC)'s AER Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its AerCap (AER) stake by 128% in Q1 2026, buying an estimated $215K and bringing the position to 2,681 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #2250.
Carson Wealth (CWM LLC) first reported a position in AER in Q4 2017 and has held it in 33 quarters since. 665 funds tracked by Wall St. Rank hold AER as of Q1 2026.
- Carson Wealth (CWM LLC) held 2,681 shares of AerCap worth $368K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 1,503 AerCap shares in Q1 2026, an estimated $215K.
- AerCap made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2250 holding.
- Carson Wealth (CWM LLC) first reported a position in AerCap in Q4 2017 and has held it in 33 quarters since.
- 665 funds tracked by Wall St. Rank held AerCap as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.