Carson Wealth (CWM LLC)
CBL

Carson Wealth (CWM LLC)’s CBL Properties CBL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CBL Stock Details CBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$519K Buy
13,495
+1,413
+12% +$52.4K ﹤0.01% 1991
2025
Q4 		$447K Buy
12,082
+1,397
+13% +$45.6K ﹤0.01% 1992
2025
Q3 		$327K Buy
10,685
+8,816
+472% +$257K ﹤0.01% 2059
2025
Q2 		$47K Buy
1,869
+1,424
+320% +$35.1K ﹤0.01% 3325
2025
Q1 		$12K Sell
445
-1,104
-71% -$32.4K ﹤0.01% 3990
2024
Q4 		$46K Buy
1,549
+1,373
+780% +$38.9K ﹤0.01% 2859
2024
Q3 		$4K Buy
176
+38
+28% +$965 ﹤0.01% 4163
2024
Q2 		$3K Sell
138
-135
-49% -$2.98K ﹤0.01% 4048
2024
Q1 		$6K Buy
273
+70
+34% +$1.65K ﹤0.01% 3560
2023
Q4 		$5K Sell
203
-213
-51% -$4.75K ﹤0.01% 3485
2023
Q3 		$9K Buy
416
+213
+105% +$4.63K ﹤0.01% 3178
2023
Q2 		$4K Buy
203
+195
+2,438% +$4.57K ﹤0.01% 3501
2023
Q1 		$0 Hold
8
– – ﹤0.01% 4071
2022
Q4 		$0 Hold
8
– – ﹤0.01% 3983
2022
Q3 		$0 Hold
8
– – ﹤0.01% 3927
2022
Q2 		$0 Buy
+8
New +$224 ﹤0.01% 3800

Other funds holding CBL

CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $212M AUM 100.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its CBL Properties (CBL) stake by 12% in Q1 2026, buying an estimated $52.4K and bringing the position to 13,495 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #1991.

Carson Wealth (CWM LLC) first reported a position in CBL in Q2 2022 and has held it in 16 quarters since. 195 funds tracked by Wall St. Rank hold CBL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,495 shares of CBL Properties worth $519K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,413 CBL Properties shares in Q1 2026, an estimated $52.4K.
  • CBL Properties made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1991 holding.
  • Carson Wealth (CWM LLC) first reported a position in CBL Properties in Q2 2022 and has held it in 16 quarters since.
  • 195 funds tracked by Wall St. Rank held CBL Properties as of Q1 2026.

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