Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Caleres CAL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CAL Stock Details CAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.2K Sell
971
-24
-2% -$286 ﹤0.01% 4767
2025
Q4 		$12K Sell
995
-2,644
-73% -$32.5K ﹤0.01% 4446
2025
Q3 		$47K Buy
3,639
+3,137
+625% +$45.4K ﹤0.01% 3570
2025
Q2 		$6K Sell
502
-362
-42% -$5.43K ﹤0.01% 4522
2025
Q1 		$15K Buy
864
+690
+397% +$12.4K ﹤0.01% 3862
2024
Q4 		$4K Sell
174
-7
-4% -$205 ﹤0.01% 4278
2024
Q3 		$6K Buy
181
+44
+32% +$1.6K ﹤0.01% 3987
2024
Q2 		$5K Sell
137
-127
-48% -$4.57K ﹤0.01% 3843
2024
Q1 		$11K Buy
264
+2
+0.8% +$70 ﹤0.01% 3265
2023
Q4 		$8K Buy
262
+106
+68% +$2.99K ﹤0.01% 3273
2023
Q3 		$4K Hold
156
– – ﹤0.01% 3535
2023
Q2 		$4K Sell
156
-101
-39% -$2.26K ﹤0.01% 3500
2023
Q1 		$6K Buy
257
+6
+2% +$144 ﹤0.01% 3192
2022
Q4 		$6K Buy
251
+3
+1% +$74 ﹤0.01% 3057
2022
Q3 		$6K Sell
248
-720
-74% -$19K ﹤0.01% 2946
2022
Q2 		$25K Hold
968
– – ﹤0.01% 1977
2022
Q1 		$19K Sell
968
-260
-21% -$5.64K ﹤0.01% 2101
2021
Q4 		$28K Buy
+1,228
New +$29.3K ﹤0.01% 1802
2021
Q2 		$16K Hold
593
– – ﹤0.01% 1889
2021
Q1 		$16K Hold
593
– – ﹤0.01% 1889
2020
Q4 		$16K Hold
593
– – ﹤0.01% 1889
2020
Q3 		$16K Hold
593
– – ﹤0.01% 1889
2020
Q2 		$16K Hold
593
– – ﹤0.01% 1889
2020
Q1 		$16K Hold
593
– – ﹤0.01% 1889
2019
Q4 		$16K Hold
593
– – ﹤0.01% 1889
2019
Q3 		$16K Hold
593
– – ﹤0.01% 1889
2019
Q2 		$16K Hold
593
– – ﹤0.01% 1889
2019
Q1 		$16K Buy
+593
New +$16.9K ﹤0.01% 1889

Other funds holding CAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Caleres (CAL) stake by 2.4% in Q1 2026, selling an estimated $286 and leaving 971 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4767.

Carson Wealth (CWM LLC) first reported a position in CAL in Q1 2019 and has held it in 28 quarters since. The position peaked at $47K in Q3 2025. 165 funds tracked by Wall St. Rank hold CAL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 971 shares of Caleres worth $10.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 24 Caleres shares in Q1 2026, an estimated $286.
  • Caleres made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4767 holding.
  • Carson Wealth (CWM LLC) first reported a position in Caleres in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Caleres position peaked at $47K in Q3 2025.
  • 165 funds tracked by Wall St. Rank held Caleres as of Q1 2026.

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