Carson Wealth (CWM LLC)
ALX

Carson Wealth (CWM LLC)’s Alexander's ALX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ALX Stock Details ALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$117K Sell
496
-191
-28% -$45.5K ﹤0.01% 3127
2025
Q4 		$150K Sell
687
-247
-26% -$55.1K ﹤0.01% 2783
2025
Q3 		$219K Buy
934
+484
+108% +$114K ﹤0.01% 2370
2025
Q2 		$101K Buy
450
+330
+275% +$71.1K ﹤0.01% 2708
2025
Q1 		$25K Buy
120
+17
+17% +$3.44K ﹤0.01% 3502
2024
Q4 		$21K Sell
103
-36
-26% -$7.97K ﹤0.01% 3391
2024
Q3 		$34K Buy
139
+2
+1% +$463 ﹤0.01% 2980
2024
Q2 		$31K Buy
137
+11
+9% +$2.37K ﹤0.01% 2799
2024
Q1 		$27K Hold
126
– – ﹤0.01% 2694
2023
Q4 		$27K Sell
126
-5
-4% -$946 ﹤0.01% 2570
2023
Q3 		$24K Hold
131
– – ﹤0.01% 2549
2023
Q2 		$24K Buy
131
+94
+254% +$16.9K ﹤0.01% 2503
2023
Q1 		$7K Buy
+37
New +$8.01K ﹤0.01% 3118

Other funds holding ALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 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

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

Carson Wealth (CWM LLC) reduced its Alexander's (ALX) stake by 28% in Q1 2026, selling an estimated $45.5K and leaving 496 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #3127.

Carson Wealth (CWM LLC) first reported a position in ALX in Q1 2023 and has held it in 13 quarters since. The position peaked at $219K in Q3 2025. 150 funds tracked by Wall St. Rank hold ALX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 496 shares of Alexander's worth $117K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 191 Alexander's shares in Q1 2026, an estimated $45.5K.
  • Alexander's made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3127 holding.
  • Carson Wealth (CWM LLC) first reported a position in Alexander's in Q1 2023 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s Alexander's position peaked at $219K in Q3 2025.
  • 150 funds tracked by Wall St. Rank held Alexander's as of Q1 2026.

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