Carson Wealth (CWM LLC)
CALY

Carson Wealth (CWM LLC)’s Callaway Golf Company CALY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CALY Stock Details CALY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$81.2K Buy
5,852
+90
+2% +$1.26K ﹤0.01% 3439
2025
Q4 		$67K Buy
5,762
+616
+12% +$6.5K ﹤0.01% 3384
2025
Q3 		$49K Buy
5,146
+467
+10% +$4.34K ﹤0.01% 3551
2025
Q2 		$38K Buy
4,679
+2,590
+124% +$17.8K ﹤0.01% 3480
2025
Q1 		$14K Sell
2,089
-353
-14% -$2.59K ﹤0.01% 3918
2024
Q4 		$19K Buy
2,442
+1,275
+109% +$11.6K ﹤0.01% 3477
2024
Q3 		$13K Sell
1,167
-277
-19% -$3.48K ﹤0.01% 3633
2024
Q2 		$22K Buy
1,444
+49
+4% +$765 ﹤0.01% 3053
2024
Q1 		$23K Buy
1,395
+363
+35% +$5.16K ﹤0.01% 2801
2023
Q4 		$15K Sell
1,032
-391
-27% -$5.02K ﹤0.01% 2949
2023
Q3 		$20K Buy
1,423
+247
+21% +$4.33K ﹤0.01% 2688
2023
Q2 		$23K Sell
1,176
-298
-20% -$5.96K ﹤0.01% 2545
2023
Q1 		$32K Sell
1,474
-217
-13% -$4.92K ﹤0.01% 2188
2022
Q4 		$33K Sell
1,691
-426
-20% -$8.39K ﹤0.01% 2022
2022
Q3 		$41K Buy
2,117
+495
+31% +$10.9K ﹤0.01% 1756
2022
Q2 		$33K Sell
1,622
-21
-1% -$451 ﹤0.01% 1837
2022
Q1 		$38K Buy
1,643
+864
+111% +$21K ﹤0.01% 1731
2021
Q4 		$21K Buy
+779
New +$21.6K ﹤0.01% 1970
2021
Q2 		$26K Hold
779
– – ﹤0.01% 1675
2021
Q1 		$26K Hold
779
– – ﹤0.01% 1675
2020
Q4 		$26K Hold
779
– – ﹤0.01% 1675
2020
Q3 		$26K Hold
779
– – ﹤0.01% 1675
2020
Q2 		$26K Hold
779
– – ﹤0.01% 1675
2020
Q1 		$26K Hold
779
– – ﹤0.01% 1675
2019
Q4 		$26K Hold
779
– – ﹤0.01% 1675
2019
Q3 		$26K Hold
779
– – ﹤0.01% 1675
2019
Q2 		$26K Hold
779
– – ﹤0.01% 1675
2019
Q1 		$26K Buy
779
+726
+1,370% +$11.9K ﹤0.01% 1675
2018
Q4 		$1K Hold
53
– – ﹤0.01% 1935
2018
Q3 		$1K Buy
+53
New +$1.14K ﹤0.01% 1706

Other funds holding CALY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Callaway Golf Company (CALY) stake by 1.6% in Q1 2026, buying an estimated $1.26K and bringing the position to 5,852 shares worth $81.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3439.

Carson Wealth (CWM LLC) first reported a position in CALY in Q3 2018 and has held it in 30 quarters since. 302 funds tracked by Wall St. Rank hold CALY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,852 shares of Callaway Golf Company worth $81.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 90 Callaway Golf Company shares in Q1 2026, an estimated $1.26K.
  • Callaway Golf Company made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3439 holding.
  • Carson Wealth (CWM LLC) first reported a position in Callaway Golf Company in Q3 2018 and has held it in 30 quarters since.
  • 302 funds tracked by Wall St. Rank held Callaway Golf Company as of Q1 2026.

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