Carson Wealth (CWM LLC)’s Aramark ARMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.67M | Buy |
213,868
+14,117
| +7% | +$560K | 0.02% | 606 |
|
|
2025
Q4 | $7.36M | Buy |
199,751
+140,401
| +237% | +$5.35M | 0.02% | 632 |
|
|
2025
Q3 | $2.28M | Buy |
59,350
+57,979
| +4,229% | +$2.35M | 0.01% | 1037 |
|
|
2025
Q2 | $57K | Buy |
1,371
+112
| +9% | +$4.16K | ﹤0.01% | 3167 |
|
|
2025
Q1 | $43K | Sell |
1,259
-639
| -34% | -$23.5K | ﹤0.01% | 3091 |
|
|
2024
Q4 | $71K | Buy |
1,898
+76
| +4% | +$2.96K | ﹤0.01% | 2516 |
|
|
2024
Q3 | $71K | Buy |
1,822
+965
| +113% | +$34.1K | ﹤0.01% | 2419 |
|
|
2024
Q2 | $29K | Buy |
857
+240
| +39% | +$7.79K | ﹤0.01% | 2850 |
|
|
2024
Q1 | $20K | Sell |
617
-202
| -25% | -$6.09K | ﹤0.01% | 2897 |
|
|
2023
Q4 | $23K | Sell |
819
-837
| -51% | -$22.7K | ﹤0.01% | 2673 |
|
|
2023
Q3 | $42K | Buy |
1,656
+664
| +67% | +$18.6K | ﹤0.01% | 2167 |
|
|
2023
Q2 | $31K | Buy |
992
+9
| +0.9% | +$245 | ﹤0.01% | 2333 |
|
|
2023
Q1 | $25K | Buy |
983
+343
| +54% | +$9.76K | ﹤0.01% | 2338 |
|
|
2022
Q4 | $19K | Buy |
640
+335
| +110% | +$9.24K | ﹤0.01% | 2395 |
|
|
2022
Q3 | $7K | Buy |
305
+6
| +2% | +$149 | ﹤0.01% | 2878 |
|
|
2022
Q2 | $7K | Sell |
299
-625
| -68% | -$15.4K | ﹤0.01% | 2772 |
|
|
2022
Q1 | $25K | Buy |
924
+481
| +109% | +$12.5K | ﹤0.01% | 1938 |
|
|
2021
Q4 | $12K | Buy |
+443
| New | +$11.6K | ﹤0.01% | 2233 |
|
|
2021
Q2 | $9K | Hold |
325
| – | – | ﹤0.01% | 2135 |
|
|
2021
Q1 | $9K | Hold |
325
| – | – | ﹤0.01% | 2135 |
|
|
2020
Q4 | $9K | Hold |
325
| – | – | ﹤0.01% | 2135 |
|
|
2020
Q3 | $9K | Hold |
325
| – | – | ﹤0.01% | 2135 |
|
|
2020
Q2 | $9K | Hold |
325
| – | – | ﹤0.01% | 2135 |
|
|
2020
Q1 | $9K | Hold |
325
| – | – | ﹤0.01% | 2135 |
|
|
2019
Q4 | $9K | Hold |
325
| – | – | ﹤0.01% | 2135 |
|
|
2019
Q3 | $9K | Hold |
325
| – | – | ﹤0.01% | 2135 |
|
|
2019
Q2 | $9K | Hold |
325
| – | – | ﹤0.01% | 2135 |
|
|
2019
Q1 | $9K | Sell |
325
-16
| -5% | -$358 | ﹤0.01% | 2135 |
|
|
2018
Q4 | $7K | Buy |
+341
| New | +$8.85K | ﹤0.01% | 1431 |
|
|
2018
Q3 | – | Sell |
-58
| Closed | -$2K | – | 1834 |
|
|
2018
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 1346 |
|
|
2018
Q1 | $2K | Sell |
58
-90
| -61% | -$2.76K | ﹤0.01% | 1150 |
|
|
2017
Q4 | $5K | Hold |
148
| – | – | ﹤0.01% | 1070 |
|
|
2017
Q3 | $4K | Buy |
+148
| New | +$4.29K | ﹤0.01% | 1116 |
|
Other funds holding ARMK
VCM
VPM
FMI
Carson Wealth (CWM LLC)'s ARMK Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Aramark (ARMK) stake by 7.1% in Q1 2026, buying an estimated $560K and bringing the position to 213,868 shares worth $8.67M. The position accounts for 0.02% of the portfolio, ranked #606.
Carson Wealth (CWM LLC) first reported a position in ARMK in Q3 2017 and has held it in 33 quarters since. 469 funds tracked by Wall St. Rank hold ARMK as of Q1 2026.
- Carson Wealth (CWM LLC) held 213,868 shares of Aramark worth $8.67M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 14,117 Aramark shares in Q1 2026, an estimated $560K.
- Aramark made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #606 holding.
- Carson Wealth (CWM LLC) first reported a position in Aramark in Q3 2017 and has held it in 33 quarters since.
- 469 funds tracked by Wall St. Rank held Aramark as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.