Carson Wealth (CWM LLC)’s CACI CACI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.82M | Sell |
7,028
-259
| -4% | -$156K | 0.01% | 926 |
|
|
2025
Q4 | $3.88M | Buy |
7,287
+906
| +14% | +$512K | 0.01% | 874 |
|
|
2025
Q3 | $3.18M | Buy |
6,381
+3,485
| +120% | +$1.68M | 0.01% | 895 |
|
|
2025
Q2 | $1.38M | Buy |
2,896
+411
| +17% | +$182K | ﹤0.01% | 1105 |
|
|
2025
Q1 | $912K | Sell |
2,485
-49
| -2% | -$18.8K | ﹤0.01% | 1180 |
|
|
2024
Q4 | $1.02M | Buy |
2,534
+534
| +27% | +$260K | ﹤0.01% | 1068 |
|
|
2024
Q3 | $1.01M | Buy |
2,000
+217
| +12% | +$100K | ﹤0.01% | 1024 |
|
|
2024
Q2 | $767K | Buy |
1,783
+161
| +10% | +$65.7K | ﹤0.01% | 1034 |
|
|
2024
Q1 | $614K | Sell |
1,622
-130
| -7% | -$46.2K | ﹤0.01% | 1058 |
|
|
2023
Q4 | $567K | Sell |
1,752
-137
| -7% | -$44.5K | ﹤0.01% | 1014 |
|
|
2023
Q3 | $593K | Buy |
1,889
+1,735
| +1,127% | +$580K | ﹤0.01% | 930 |
|
|
2023
Q2 | $52K | Buy |
154
+63
| +69% | +$19.6K | ﹤0.01% | 1956 |
|
|
2023
Q1 | $27K | Buy |
91
+4
| +5% | +$1.18K | ﹤0.01% | 2281 |
|
|
2022
Q4 | $26K | Sell |
87
-173
| -67% | -$50.5K | ﹤0.01% | 2174 |
|
|
2022
Q3 | $68K | Buy |
260
+33
| +15% | +$9.3K | ﹤0.01% | 1508 |
|
|
2022
Q2 | $64K | Sell |
227
-8
| -3% | -$2.23K | ﹤0.01% | 1510 |
|
|
2022
Q1 | $71K | Sell |
235
-8
| -3% | -$2.21K | ﹤0.01% | 1458 |
|
|
2021
Q4 | $65K | Buy |
+243
| New | +$66.6K | ﹤0.01% | 1470 |
|
|
2021
Q2 | $61K | Hold |
238
| – | – | ﹤0.01% | 1317 |
|
|
2021
Q1 | $61K | Hold |
238
| – | – | ﹤0.01% | 1317 |
|
|
2020
Q4 | $61K | Hold |
238
| – | – | ﹤0.01% | 1317 |
|
|
2020
Q3 | $61K | Hold |
238
| – | – | ﹤0.01% | 1317 |
|
|
2020
Q2 | $61K | Hold |
238
| – | – | ﹤0.01% | 1317 |
|
|
2020
Q1 | $61K | Hold |
238
| – | – | ﹤0.01% | 1317 |
|
|
2019
Q4 | $61K | Hold |
238
| – | – | ﹤0.01% | 1317 |
|
|
2019
Q3 | $61K | Hold |
238
| – | – | ﹤0.01% | 1317 |
|
|
2019
Q2 | $61K | Hold |
238
| – | – | ﹤0.01% | 1317 |
|
|
2019
Q1 | $61K | Buy |
238
+228
| +2,280% | +$38.8K | ﹤0.01% | 1317 |
|
|
2018
Q4 | $1K | Buy |
+10
| New | +$1.7K | ﹤0.01% | 1851 |
|
|
2018
Q3 | – | Sell |
-11
| Closed | -$2K | – | 1848 |
|
|
2018
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 1357 |
|
|
2018
Q1 | $2K | Buy |
+11
| New | +$1.61K | ﹤0.01% | 1153 |
|
Other funds holding CACI
VCM
VPM
Carson Wealth (CWM LLC)'s CACI Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its CACI (CACI) stake by 3.6% in Q1 2026, selling an estimated $156K and leaving 7,028 shares worth $3.82M. The position accounts for 0.01% of the portfolio, ranked #926.
Carson Wealth (CWM LLC) first reported a position in CACI in Q1 2018 and has held it in 31 quarters since. The position peaked at $3.88M in Q4 2025. 666 funds tracked by Wall St. Rank hold CACI as of Q1 2026.
- Carson Wealth (CWM LLC) held 7,028 shares of CACI worth $3.82M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 259 CACI shares in Q1 2026, an estimated $156K.
- CACI made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #926 holding.
- Carson Wealth (CWM LLC) first reported a position in CACI in Q1 2018 and has held it in 31 quarters since.
- Carson Wealth (CWM LLC)'s CACI position peaked at $3.88M in Q4 2025.
- 666 funds tracked by Wall St. Rank held CACI as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.