Carson Wealth (CWM LLC)’s American Public Education APEI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio APEI Stock Details APEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$393K	Buy	6,908 +134	+2%	+$6.14K	﹤0.01%	2193
2025 Q4	$256K	Sell	6,774 -155	-2%	-$5.55K	﹤0.01%	2365
2025 Q3	$273K	Buy	6,929 +4,333	+167%	+$138K	﹤0.01%	2207
2025 Q2	$79K	Buy	2,596 +222	+9%	+$5.87K	﹤0.01%	2909
2025 Q1	$53K	Buy	2,374 +4	+0.2%	+$87	﹤0.01%	2922
2024 Q4	$51K	Buy	2,370 +126	+6%	+$2.27K	﹤0.01%	2776
2024 Q3	$33K	Buy	+2,244	New	+$36.7K	﹤0.01%	3007
2023 Q2	–	Sell	-142	Closed	-$1K	–	4156
2023 Q1	$1K	Sell	142 -276	-66%	-$2.9K	﹤0.01%	3765
2022 Q4	$5K	Hold	418	–	–	﹤0.01%	3139
2022 Q3	$4K	Buy	418 +375	+872%	+$4.66K	﹤0.01%	3131
2022 Q2	$1K	Buy	+43	New	+$733	﹤0.01%	3479

Other funds holding APEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

325 Capital New York $274M AUM 49.96% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its American Public Education (APEI) stake by 2% in Q1 2026, buying an estimated $6.14K and bringing the position to 6,908 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #2193.

Carson Wealth (CWM LLC) first reported a position in APEI in Q2 2022 and has held it in 11 quarters since. 205 funds tracked by Wall St. Rank hold APEI as of Q1 2026.

Carson Wealth (CWM LLC) held 6,908 shares of American Public Education worth $393K as of Q1 2026.
Carson Wealth (CWM LLC) bought 134 American Public Education shares in Q1 2026, an estimated $6.14K.
American Public Education made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2193 holding.
Carson Wealth (CWM LLC) first reported a position in American Public Education in Q2 2022 and has held it in 11 quarters since.
205 funds tracked by Wall St. Rank held American Public Education as of Q1 2026.

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