Carson Wealth (CWM LLC)
APT icon

Carson Wealth (CWM LLC)’s Alpha Pro Tech APT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio APT Stock Details APT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$444 Hold
100
– – ﹤0.01% 5470
2025
Q4 		$0 Hold
100
– – ﹤0.01% 5357
2025
Q3 		$0 Hold
100
– – ﹤0.01% 5247
2025
Q2 		$0 Hold
100
– – ﹤0.01% 5106
2025
Q1 		$1K Hold
100
– – ﹤0.01% 4860
2024
Q4 		$1K Hold
100
– – ﹤0.01% 4652
2024
Q3 		$1K Hold
100
– – ﹤0.01% 4505
2024
Q2 		$1K Hold
100
– – ﹤0.01% 4303
2024
Q1 		$1K Hold
100
– – ﹤0.01% 4064
2023
Q4 		$1K Hold
100
– – ﹤0.01% 3888
2023
Q3 		$0 Hold
100
– – ﹤0.01% 4159
2023
Q2 		$0 Hold
100
– – ﹤0.01% 4157
2023
Q1 		$0 Hold
100
– – ﹤0.01% 4024
2022
Q4 		$0 Buy
+100
New +$407 ﹤0.01% 3954

Other funds holding APT

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 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 APT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Alpha Pro Tech (APT) position steady in Q1 2026 at 100 shares worth $444. The position accounts for ﹤0.01% of the portfolio, ranked #5470.

Carson Wealth (CWM LLC) first reported a position in APT in Q4 2022 and has held it in 14 quarters since. The position peaked at $1K in Q1 2025. 37 funds tracked by Wall St. Rank hold APT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 100 shares of Alpha Pro Tech worth $444 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Alpha Pro Tech share count unchanged in Q1 2026.
  • Alpha Pro Tech made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5470 holding.
  • Carson Wealth (CWM LLC) first reported a position in Alpha Pro Tech in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s Alpha Pro Tech position peaked at $1K in Q1 2025.
  • 37 funds tracked by Wall St. Rank held Alpha Pro Tech as of Q1 2026.

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