Carson Wealth (CWM LLC)
ALG icon

Carson Wealth (CWM LLC)’s Alamo Group ALG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$61.2K Sell
371
-144
-28% -$27.2K ﹤0.01% 3656
2025
Q4 		$86K Sell
515
-789
-61% -$137K ﹤0.01% 3180
2025
Q3 		$249K Buy
1,304
+45
+4% +$9.67K ﹤0.01% 2273
2025
Q2 		$275K Buy
1,259
+278
+28% +$53K ﹤0.01% 1931
2025
Q1 		$175K Buy
981
+823
+521% +$151K ﹤0.01% 2012
2024
Q4 		$29K Buy
158
+45
+40% +$8.41K ﹤0.01% 3189
2024
Q3 		$20K Buy
113
+63
+126% +$11.2K ﹤0.01% 3338
2024
Q2 		$9K Buy
50
+37
+285% +$7.22K ﹤0.01% 3582
2024
Q1 		$3K Buy
13
+2
+18% +$418 ﹤0.01% 3813
2023
Q4 		$2K Sell
11
-9
-45% -$1.65K ﹤0.01% 3770
2023
Q3 		$3K Buy
20
+4
+25% +$717 ﹤0.01% 3626
2023
Q2 		$3K Hold
16
– – ﹤0.01% 3591
2023
Q1 		$3K Sell
16
-5
-24% -$823 ﹤0.01% 3460
2022
Q4 		$3K Buy
21
+6
+40% +$869 ﹤0.01% 3366
2022
Q3 		$2K Buy
15
+6
+67% +$763 ﹤0.01% 3406
2022
Q2 		$1K Buy
9
+6
+200% +$736 ﹤0.01% 3477
2022
Q1 		$0 Sell
3
-22
-88% -$3.19K ﹤0.01% 3497
2021
Q4 		$4K Buy
+25
New +$3.71K ﹤0.01% 2794

Other funds holding ALG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Alamo Group (ALG) stake by 28% in Q1 2026, selling an estimated $27.2K and leaving 371 shares worth $61.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3656.

Carson Wealth (CWM LLC) first reported a position in ALG in Q4 2021 and has held it in 18 quarters since. The position peaked at $275K in Q2 2025. 259 funds tracked by Wall St. Rank hold ALG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 371 shares of Alamo Group worth $61.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 144 Alamo Group shares in Q1 2026, an estimated $27.2K.
  • Alamo Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3656 holding.
  • Carson Wealth (CWM LLC) first reported a position in Alamo Group in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Alamo Group position peaked at $275K in Q2 2025.
  • 259 funds tracked by Wall St. Rank held Alamo Group as of Q1 2026.

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