Carson Wealth (CWM LLC)
CABO icon

Carson Wealth (CWM LLC)’s Cable One CABO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CABO Stock Details CABO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$270K Sell
2,956
-1,759
-37% -$172K ﹤0.01% 2469
2025
Q4 		$532K Sell
4,715
-570
-11% -$77.8K ﹤0.01% 1880
2025
Q3 		$936K Buy
5,285
+3,006
+132% +$452K ﹤0.01% 1448
2025
Q2 		$310K Buy
2,279
+2,064
+960% +$387K ﹤0.01% 1843
2025
Q1 		$57K Buy
215
+20
+10% +$5.84K ﹤0.01% 2863
2024
Q4 		$71K Buy
195
+13
+7% +$4.86K ﹤0.01% 2517
2024
Q3 		$64K Sell
182
-171
-48% -$61.2K ﹤0.01% 2501
2024
Q2 		$125K Buy
353
+322
+1,039% +$123K ﹤0.01% 1835
2024
Q1 		$13K Buy
31
+25
+417% +$12.3K ﹤0.01% 3169
2023
Q4 		$3K Sell
6
-39
-87% -$22.3K ﹤0.01% 3669
2023
Q3 		$28K Buy
45
+1
+2% +$659 ﹤0.01% 2445
2023
Q2 		$29K Sell
44
-85
-66% -$57.3K ﹤0.01% 2386
2023
Q1 		$91K Sell
129
-8
-6% -$5.82K ﹤0.01% 1541
2022
Q4 		$98K Buy
137
+16
+13% +$11.9K ﹤0.01% 1385
2022
Q3 		$103K Sell
121
-32
-21% -$39.5K ﹤0.01% 1311
2022
Q2 		$197K Buy
153
+54
+55% +$68.7K ﹤0.01% 1053
2022
Q1 		$145K Buy
99
+3
+3% +$4.57K ﹤0.01% 1177
2021
Q4 		$170K Buy
+96
New +$170K ﹤0.01% 1091
2021
Q2 		$21K Hold
11
– – ﹤0.01% 1768
2021
Q1 		$21K Hold
11
– – ﹤0.01% 1768
2020
Q4 		$21K Hold
11
– – ﹤0.01% 1768
2020
Q3 		$21K Hold
11
– – ﹤0.01% 1768
2020
Q2 		$21K Hold
11
– – ﹤0.01% 1768
2020
Q1 		$21K Hold
11
– – ﹤0.01% 1768
2019
Q4 		$21K Hold
11
– – ﹤0.01% 1768
2019
Q3 		$21K Hold
11
– – ﹤0.01% 1768
2019
Q2 		$21K Hold
11
– – ﹤0.01% 1768
2019
Q1 		$21K Buy
+11
New +$9.98K ﹤0.01% 1768

Other funds holding CABO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Cable One (CABO) stake by 37% in Q1 2026, selling an estimated $172K and leaving 2,956 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #2469.

Carson Wealth (CWM LLC) first reported a position in CABO in Q1 2019 and has held it in 28 quarters since. The position peaked at $936K in Q3 2025. 194 funds tracked by Wall St. Rank hold CABO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,956 shares of Cable One worth $270K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,759 Cable One shares in Q1 2026, an estimated $172K.
  • Cable One made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2469 holding.
  • Carson Wealth (CWM LLC) first reported a position in Cable One in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Cable One position peaked at $936K in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Cable One as of Q1 2026.

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