Carson Wealth (CWM LLC)
APPN icon

Carson Wealth (CWM LLC)’s Appian APPN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio APPN Stock Details APPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.3M Buy
53,820
+21,235
+65% +$576K ﹤0.01% 1398
2025
Q4 		$1.15M Buy
32,585
+1,263
+4% +$45K ﹤0.01% 1410
2025
Q3 		$958K Buy
31,322
+24,047
+331% +$723K ﹤0.01% 1437
2025
Q2 		$217K Sell
7,275
-513
-7% -$15.4K ﹤0.01% 2106
2025
Q1 		$224K Buy
7,788
+6,797
+686% +$222K ﹤0.01% 1842
2024
Q4 		$33K Sell
991
-521
-34% -$18.6K ﹤0.01% 3093
2024
Q3 		$52K Buy
1,512
+13
+0.9% +$421 ﹤0.01% 2652
2024
Q2 		$46K Buy
1,499
+139
+10% +$4.56K ﹤0.01% 2519
2024
Q1 		$54K Buy
1,360
+45
+3% +$1.56K ﹤0.01% 2236
2023
Q4 		$50K Sell
1,315
-4
-0.3% -$156 ﹤0.01% 2179
2023
Q3 		$60K Hold
1,319
– – ﹤0.01% 1953
2023
Q2 		$63K Sell
1,319
-88
-6% -$3.71K ﹤0.01% 1825
2023
Q1 		$62K Sell
1,407
-93
-6% -$3.76K ﹤0.01% 1749
2022
Q4 		$49K Buy
1,500
+170
+13% +$6.71K ﹤0.01% 1743
2022
Q3 		$54K Sell
1,330
-500
-27% -$24.3K ﹤0.01% 1623
2022
Q2 		$87K Sell
1,830
-422
-19% -$21.2K ﹤0.01% 1370
2022
Q1 		$137K Buy
2,252
+2
+0.1% +$113 ﹤0.01% 1201
2021
Q4 		$147K Buy
+2,250
New +$187K ﹤0.01% 1154
2021
Q2 		$336K Hold
2,438
– – ﹤0.01% 761
2021
Q1 		$336K Hold
2,438
– – ﹤0.01% 761
2020
Q4 		$336K Hold
2,438
– – ﹤0.01% 761
2020
Q3 		$336K Hold
2,438
– – ﹤0.01% 761
2020
Q2 		$336K Hold
2,438
– – ﹤0.01% 761
2020
Q1 		$336K Hold
2,438
– – ﹤0.01% 761
2019
Q4 		$336K Hold
2,438
– – ﹤0.01% 761
2019
Q3 		$336K Hold
2,438
– – ﹤0.01% 761
2019
Q2 		$336K Hold
2,438
– – ﹤0.01% 761
2019
Q1 		$336K Buy
+2,438
New +$82.3K ﹤0.01% 761

Other funds holding APPN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RFM
RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $424M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Appian (APPN) stake by 65% in Q1 2026, buying an estimated $576K and bringing the position to 53,820 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Carson Wealth (CWM LLC) first reported a position in APPN in Q1 2019 and has held it in 28 quarters since. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 53,820 shares of Appian worth $1.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 21,235 Appian shares in Q1 2026, an estimated $576K.
  • Appian made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1398 holding.
  • Carson Wealth (CWM LLC) first reported a position in Appian in Q1 2019 and has held it in 28 quarters since.
  • 207 funds tracked by Wall St. Rank held Appian as of Q1 2026.

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