Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Applied Digital APLD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio APLD Stock Details APLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$152K Sell
6,385
-358
-5% -$11.2K ﹤0.01% 2954
2025
Q4 		$165K Buy
6,743
+1,098
+19% +$31.6K ﹤0.01% 2719
2025
Q3 		$129K Buy
5,645
+2,815
+99% +$41.7K ﹤0.01% 2779
2025
Q2 		$28K Sell
2,830
-6,676
-70% -$49.2K ﹤0.01% 3685
2025
Q1 		$53K Buy
9,506
+5,116
+117% +$40.2K ﹤0.01% 2923
2024
Q4 		$34K Buy
4,390
+3,716
+551% +$30.9K ﹤0.01% 3070
2024
Q3 		$6K Buy
674
+171
+34% +$906 ﹤0.01% 3982
2024
Q2 		$3K Hold
503
– – ﹤0.01% 4030
2024
Q1 		$2K Hold
503
– – ﹤0.01% 3925
2023
Q4 		$3K Hold
503
– – ﹤0.01% 3661
2023
Q3 		$3K Hold
503
– – ﹤0.01% 3629
2023
Q2 		$5K Hold
503
– – ﹤0.01% 3413
2023
Q1 		$1K Hold
503
– – ﹤0.01% 3766
2022
Q4 		$1K Hold
503
– – ﹤0.01% 3683
2022
Q3 		$1K Hold
503
– – ﹤0.01% 3592
2022
Q2 		$1K Buy
+503
New +$1.51K ﹤0.01% 3480

Other funds holding APLD

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Applied Digital (APLD) stake by 5.3% in Q1 2026, selling an estimated $11.2K and leaving 6,385 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #2954.

Carson Wealth (CWM LLC) first reported a position in APLD in Q2 2022 and has held it in 16 quarters since. The position peaked at $165K in Q4 2025. 458 funds tracked by Wall St. Rank hold APLD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,385 shares of Applied Digital worth $152K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 358 Applied Digital shares in Q1 2026, an estimated $11.2K.
  • Applied Digital made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2954 holding.
  • Carson Wealth (CWM LLC) first reported a position in Applied Digital in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Applied Digital position peaked at $165K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held Applied Digital as of Q1 2026.

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