Carson Wealth (CWM LLC)
APPF icon

Carson Wealth (CWM LLC)’s AppFolio APPF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.2K Sell
255
-2,103
-89% -$398K ﹤0.01% 3962
2025
Q4 		$549K Buy
2,358
+1,200
+104% +$285K ﹤0.01% 1861
2025
Q3 		$319K Buy
1,158
+447
+63% +$121K ﹤0.01% 2079
2025
Q2 		$164K Sell
711
-3,663
-84% -$798K ﹤0.01% 2343
2025
Q1 		$962K Sell
4,374
-9,799
-69% -$2.25M ﹤0.01% 1147
2024
Q4 		$3.5M Buy
14,173
+5,106
+56% +$1.2M 0.01% 570
2024
Q3 		$2.13M Buy
9,067
+8,918
+5,985% +$2.09M 0.01% 676
2024
Q2 		$36K Buy
149
+105
+239% +$24.5K ﹤0.01% 2693
2024
Q1 		$11K Buy
44
+16
+57% +$3.45K ﹤0.01% 3261
2023
Q4 		$5K Buy
28
+5
+22% +$937 ﹤0.01% 3478
2023
Q3 		$4K Buy
23
+7
+44% +$1.27K ﹤0.01% 3526
2023
Q2 		$3K Hold
16
– – ﹤0.01% 3595
2023
Q1 		$2K Hold
16
– – ﹤0.01% 3610
2022
Q4 		$2K Buy
16
+5
+45% +$556 ﹤0.01% 3496
2022
Q3 		$1K Hold
11
– – ﹤0.01% 3593
2022
Q2 		$1K Sell
11
-25
-69% -$2.52K ﹤0.01% 3482
2022
Q1 		$4K Buy
+36
New +$4.15K ﹤0.01% 2898

Other funds holding APPF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its AppFolio (APPF) stake by 89% in Q1 2026, selling an estimated $398K and leaving 255 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3962.

Carson Wealth (CWM LLC) first reported a position in APPF in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.5M in Q4 2024. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 255 shares of AppFolio worth $40.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,103 AppFolio shares in Q1 2026, an estimated $398K.
  • AppFolio made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3962 holding.
  • Carson Wealth (CWM LLC) first reported a position in AppFolio in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s AppFolio position peaked at $3.5M in Q4 2024.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

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