Carson Wealth (CWM LLC)
APPS icon

Carson Wealth (CWM LLC)’s Digital Turbine APPS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio APPS Stock Details APPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$107K Sell
37,185
-4,898
-12% -$21K ﹤0.01% 3203
2025
Q4 		$210K Buy
42,083
+7,610
+22% +$43.1K ﹤0.01% 2531
2025
Q3 		$221K Buy
34,473
+1,154
+3% +$5.73K ﹤0.01% 2366
2025
Q2 		$197K Sell
33,319
-9,251
-22% -$38K ﹤0.01% 2180
2025
Q1 		$116K Buy
42,570
+35,836
+532% +$116K ﹤0.01% 2296
2024
Q4 		$11K Buy
6,734
+1,816
+37% +$4.04K ﹤0.01% 3793
2024
Q3 		$15K Sell
4,918
-59
-1% -$159 ﹤0.01% 3532
2024
Q2 		$8K Buy
4,977
+4,100
+468% +$7.95K ﹤0.01% 3644
2024
Q1 		$2K Buy
877
+176
+25% +$746 ﹤0.01% 3926
2023
Q4 		$5K Sell
701
-721
-51% -$4.03K ﹤0.01% 3479
2023
Q3 		$9K Buy
1,422
+730
+105% +$6.5K ﹤0.01% 3165
2023
Q2 		$6K Buy
692
+413
+148% +$4.55K ﹤0.01% 3320
2023
Q1 		$3K Sell
279
-1,509
-84% -$20.3K ﹤0.01% 3462
2022
Q4 		$27K Buy
1,788
+97
+6% +$1.49K ﹤0.01% 2143
2022
Q3 		$24K Buy
1,691
+1,508
+824% +$28.8K ﹤0.01% 2104
2022
Q2 		$3K Buy
183
+69
+61% +$1.87K ﹤0.01% 3157
2022
Q1 		$5K Buy
114
+83
+268% +$3.75K ﹤0.01% 2804
2021
Q4 		$2K Buy
+31
New +$2.11K ﹤0.01% 3084
2021
Q2 		$33K Hold
433
– – ﹤0.01% 1566
2021
Q1 		$33K Hold
433
– – ﹤0.01% 1566
2020
Q4 		$33K Hold
433
– – ﹤0.01% 1566
2020
Q3 		$33K Hold
433
– – ﹤0.01% 1566
2020
Q2 		$33K Hold
433
– – ﹤0.01% 1566
2020
Q1 		$33K Hold
433
– – ﹤0.01% 1566
2019
Q4 		$33K Hold
433
– – ﹤0.01% 1566
2019
Q3 		$33K Hold
433
– – ﹤0.01% 1566
2019
Q2 		$33K Hold
433
– – ﹤0.01% 1566
2019
Q1 		$33K Buy
+433
New +$1.19K ﹤0.01% 1566

Other funds holding APPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Digital Turbine (APPS) stake by 12% in Q1 2026, selling an estimated $21K and leaving 37,185 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #3203.

Carson Wealth (CWM LLC) first reported a position in APPS in Q1 2019 and has held it in 28 quarters since. The position peaked at $221K in Q3 2025. 201 funds tracked by Wall St. Rank hold APPS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 37,185 shares of Digital Turbine worth $107K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 4,898 Digital Turbine shares in Q1 2026, an estimated $21K.
  • Digital Turbine made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3203 holding.
  • Carson Wealth (CWM LLC) first reported a position in Digital Turbine in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Digital Turbine position peaked at $221K in Q3 2025.
  • 201 funds tracked by Wall St. Rank held Digital Turbine as of Q1 2026.

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