Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Allstate ALL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.9M Sell
153,921
-9,416
-6% -$1.93M 0.08% 227
2025
Q4 		$34M Sell
163,337
-10,727
-6% -$2.2M 0.09% 199
2025
Q3 		$37.4M Buy
174,064
+6,402
+4% +$1.29M 0.11% 157
2025
Q2 		$33.8M Sell
167,662
-4,936
-3% -$985K 0.12% 153
2025
Q1 		$35.7M Sell
172,598
-2,817
-2% -$549K 0.14% 137
2024
Q4 		$33.8M Sell
175,415
-10,610
-6% -$2.06M 0.14% 133
2024
Q3 		$35.3M Sell
186,025
-10,140
-5% -$1.8M 0.15% 126
2024
Q2 		$31.3M Sell
196,165
-15,057
-7% -$2.51M 0.15% 135
2024
Q1 		$36.5M Sell
211,222
-20,801
-9% -$3.28M 0.18% 116
2023
Q4 		$32.5M Sell
232,023
-26,407
-10% -$3.44M 0.17% 113
2023
Q3 		$28.8M Sell
258,430
-9,031
-3% -$985K 0.18% 114
2023
Q2 		$29.2M Sell
267,461
-15,713
-6% -$1.78M 0.18% 112
2023
Q1 		$31.4M Sell
283,174
-3,649
-1% -$461K 0.21% 95
2022
Q4 		$38.9M Sell
286,823
-16,175
-5% -$2.12M 0.29% 69
2022
Q3 		$37.7M Sell
302,998
-18,188
-6% -$2.26M 0.3% 60
2022
Q2 		$40.7M Buy
321,186
+8,653
+3% +$1.13M 0.32% 64
2022
Q1 		$43.3M Buy
312,533
+14,565
+5% +$1.83M 0.31% 57
2021
Q4 		$35.1M Buy
+297,968
New +$35.2M 0.25% 74
2021
Q2 		$34.7M Hold
265,950
– – 0.28% 59
2021
Q1 		$34.7M Hold
265,950
– – 0.28% 59
2020
Q4 		$34.7M Hold
265,950
– – 0.28% 59
2020
Q3 		$34.7M Hold
265,950
– – 0.28% 59
2020
Q2 		$34.7M Hold
265,950
– – 0.28% 59
2020
Q1 		$34.7M Hold
265,950
– – 0.28% 59
2019
Q4 		$34.7M Hold
265,950
– – 0.28% 59
2019
Q3 		$34.7M Hold
265,950
– – 0.28% 59
2019
Q2 		$34.7M Hold
265,950
– – 0.28% 59
2019
Q1 		$34.7M Buy
265,950
+217,019
+444% +$19.6M 0.28% 59
2018
Q4 		$4.04M Buy
48,931
+35,359
+261% +$3.17M 0.1% 177
2018
Q3 		$1.34M Buy
13,572
+13,004
+2,289% +$1.27M 0.03% 288
2018
Q2 		$52K Buy
568
+515
+972% +$49K ﹤0.01% 621
2018
Q1 		$5K Hold
53
– – ﹤0.01% 1000
2017
Q4 		$6K Sell
53
-41
-44% -$4.04K ﹤0.01% 1017
2017
Q3 		$9K Buy
94
+62
+194% +$5.64K ﹤0.01% 906
2017
Q2 		$3K Buy
+32
New +$2.71K ﹤0.01% 942
2017
Q1 		– Sell
-300
Closed -$22K – 1158
2016
Q4 		$22K Hold
300
– – ﹤0.01% 568
2016
Q3 		$21K Buy
+300
New +$20.7K ﹤0.01% 542
2016
Q1 		– Sell
-11
Closed -$1K – 744
2015
Q4 		$1K Buy
+11
New +$684 ﹤0.01% 624
2014
Q1 		– Sell
-248
Closed -$14K – 156
2013
Q4 		$14K Buy
248
+61
+33% +$3.25K ﹤0.01% 406
2013
Q3 		$9K Buy
+187
New +$9.4K ﹤0.01% 325

Other funds holding ALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Allstate (ALL) stake by 5.8% in Q1 2026, selling an estimated $1.93M and leaving 153,921 shares worth $31.9M. The position accounts for 0.08% of the portfolio, ranked #227.

Carson Wealth (CWM LLC) first reported a position in ALL in Q3 2013 and has held it in 40 quarters since. The position peaked at $43.3M in Q1 2022. 1,686 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 153,921 shares of Allstate worth $31.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 9,416 Allstate shares in Q1 2026, an estimated $1.93M.
  • Allstate made up 0.08% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #227 holding.
  • Carson Wealth (CWM LLC) first reported a position in Allstate in Q3 2013 and has held it in 40 quarters since.
  • Carson Wealth (CWM LLC)'s Allstate position peaked at $43.3M in Q1 2022.
  • 1,686 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

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