Carson Wealth (CWM LLC)
ALCO icon

Carson Wealth (CWM LLC)’s Alico ALCO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ALCO Stock Details ALCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.8K Buy
819
+68
+9% +$2.7K ﹤0.01% 4082
2025
Q4 		$27K Buy
751
+57
+8% +$1.99K ﹤0.01% 3995
2025
Q3 		$24K Buy
694
+75
+12% +$2.49K ﹤0.01% 4003
2025
Q2 		$20K Buy
619
+15
+2% +$455 ﹤0.01% 3893
2025
Q1 		$18K Buy
604
+73
+14% +$2.17K ﹤0.01% 3736
2024
Q4 		$14K Buy
531
+207
+64% +$5.41K ﹤0.01% 3656
2024
Q3 		$9K Buy
324
+117
+57% +$3.25K ﹤0.01% 3809
2024
Q2 		$5K Sell
207
-465
-69% -$12.6K ﹤0.01% 3836
2024
Q1 		$20K Buy
672
+5
+0.7% +$143 ﹤0.01% 2895
2023
Q4 		$19K Buy
667
+297
+80% +$7.95K ﹤0.01% 2790
2023
Q3 		$9K Buy
370
+283
+325% +$7.04K ﹤0.01% 3161
2023
Q2 		$2K Buy
87
+54
+164% +$1.31K ﹤0.01% 3742
2023
Q1 		$1K Hold
33
– – ﹤0.01% 3761
2022
Q4 		$1K Sell
33
-75
-69% -$2.17K ﹤0.01% 3678
2022
Q3 		$3K Buy
+108
New +$3.65K ﹤0.01% 3261

Other funds holding ALCO

GCCM
Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Alico (ALCO) stake by 9.1% in Q1 2026, buying an estimated $2.7K and bringing the position to 819 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4082.

Carson Wealth (CWM LLC) first reported a position in ALCO in Q3 2022 and has held it in 15 quarters since. 109 funds tracked by Wall St. Rank hold ALCO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 819 shares of Alico worth $33.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 68 Alico shares in Q1 2026, an estimated $2.7K.
  • Alico made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4082 holding.
  • Carson Wealth (CWM LLC) first reported a position in Alico in Q3 2022 and has held it in 15 quarters since.
  • 109 funds tracked by Wall St. Rank held Alico as of Q1 2026.

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