Carson Wealth (CWM LLC)
AIT icon

Carson Wealth (CWM LLC)’s Applied Industrial Technologies AIT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.45M Buy
16,787
+8,579
+105% +$2.34M 0.01% 859
2025
Q4 		$2.11M Buy
8,208
+1,056
+15% +$270K 0.01% 1129
2025
Q3 		$1.87M Buy
7,152
+3,757
+111% +$986K 0.01% 1116
2025
Q2 		$789K Sell
3,395
-131
-4% -$29.8K ﹤0.01% 1382
2025
Q1 		$795K Buy
3,526
+121
+4% +$29.8K ﹤0.01% 1263
2024
Q4 		$815K Buy
3,405
+44
+1% +$11K ﹤0.01% 1186
2024
Q3 		$750K Buy
3,361
+175
+5% +$35.7K ﹤0.01% 1171
2024
Q2 		$618K Buy
3,186
+87
+3% +$16.6K ﹤0.01% 1105
2024
Q1 		$612K Sell
3,099
-44
-1% -$8.04K ﹤0.01% 1059
2023
Q4 		$543K Sell
3,143
-76
-2% -$12.3K ﹤0.01% 1034
2023
Q3 		$498K Sell
3,219
-5
-0.2% -$750 ﹤0.01% 979
2023
Q2 		$467K Sell
3,224
-1
-0% -$133 ﹤0.01% 961
2023
Q1 		$458K Sell
3,225
-206
-6% -$27.9K ﹤0.01% 916
2022
Q4 		$432K Buy
3,431
+12
+0.4% +$1.47K ﹤0.01% 857
2022
Q3 		$351K Buy
3,419
+224
+7% +$23K ﹤0.01% 854
2022
Q2 		$307K Buy
3,195
+2,669
+507% +$269K ﹤0.01% 882
2022
Q1 		$54K Buy
526
+201
+62% +$20K ﹤0.01% 1570
2021
Q4 		$33K Buy
+325
New +$32.5K ﹤0.01% 1745
2021
Q2 		$24K Hold
263
– – ﹤0.01% 1698
2021
Q1 		$24K Hold
263
– – ﹤0.01% 1698
2020
Q4 		$24K Hold
263
– – ﹤0.01% 1698
2020
Q3 		$24K Hold
263
– – ﹤0.01% 1698
2020
Q2 		$24K Hold
263
– – ﹤0.01% 1698
2020
Q1 		$24K Hold
263
– – ﹤0.01% 1698
2019
Q4 		$24K Hold
263
– – ﹤0.01% 1698
2019
Q3 		$24K Hold
263
– – ﹤0.01% 1698
2019
Q2 		$24K Hold
263
– – ﹤0.01% 1698
2019
Q1 		$24K Buy
263
+221
+526% +$12.8K ﹤0.01% 1698
2018
Q4 		$2K Buy
42
+28
+200% +$1.83K ﹤0.01% 1709
2018
Q3 		$1K Sell
14
-15
-52% -$1.14K ﹤0.01% 1602
2018
Q2 		$2K Buy
+29
New +$2.06K ﹤0.01% 1342

Other funds holding AIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Applied Industrial Technologies (AIT) stake by 105% in Q1 2026, buying an estimated $2.34M and bringing the position to 16,787 shares worth $4.45M. The position accounts for 0.01% of the portfolio, ranked #859.

Carson Wealth (CWM LLC) first reported a position in AIT in Q2 2018 and has held it in 31 quarters since. 584 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 16,787 shares of Applied Industrial Technologies worth $4.45M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 8,579 Applied Industrial Technologies shares in Q1 2026, an estimated $2.34M.
  • Applied Industrial Technologies made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #859 holding.
  • Carson Wealth (CWM LLC) first reported a position in Applied Industrial Technologies in Q2 2018 and has held it in 31 quarters since.
  • 584 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

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