Carson Wealth (CWM LLC)
CHCO icon

Carson Wealth (CWM LLC)’s City Holding Co CHCO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CHCO Stock Details CHCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$39K Sell
326
-152
-32% -$18.5K ﹤0.01% 3977
2025
Q4 		$57K Buy
478
+11
+2% +$1.34K ﹤0.01% 3497
2025
Q3 		$58K Buy
467
+147
+46% +$18.4K ﹤0.01% 3406
2025
Q2 		$39K Buy
320
+38
+13% +$4.46K ﹤0.01% 3462
2025
Q1 		$33K Buy
282
+86
+44% +$10.1K ﹤0.01% 3307
2024
Q4 		$23K Buy
196
+56
+40% +$6.92K ﹤0.01% 3336
2024
Q3 		$16K Buy
140
+83
+146% +$9.61K ﹤0.01% 3492
2024
Q2 		$6K Buy
57
+37
+185% +$3.8K ﹤0.01% 3753
2024
Q1 		$2K Buy
20
+7
+54% +$722 ﹤0.01% 3947
2023
Q4 		$1K Sell
13
-23
-64% -$2.25K ﹤0.01% 3913
2023
Q3 		$3K Sell
36
-6
-14% -$557 ﹤0.01% 3640
2023
Q2 		$4K Hold
42
– – ﹤0.01% 3503
2023
Q1 		$4K Sell
42
-3
-7% -$284 ﹤0.01% 3363
2022
Q4 		$4K Buy
45
+5
+13% +$481 ﹤0.01% 3271
2022
Q3 		$4K Buy
40
+31
+344% +$2.65K ﹤0.01% 3147
2022
Q2 		$1K Sell
9
-41
-82% -$3.24K ﹤0.01% 3503
2022
Q1 		$4K Buy
50
+7
+16% +$563 ﹤0.01% 2904
2021
Q4 		$4K Buy
+43
New +$3.45K ﹤0.01% 2805

Other funds holding CHCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its City Holding Co (CHCO) stake by 32% in Q1 2026, selling an estimated $18.5K and leaving 326 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #3977.

Carson Wealth (CWM LLC) first reported a position in CHCO in Q4 2021 and has held it in 18 quarters since. The position peaked at $58K in Q3 2025. 234 funds tracked by Wall St. Rank hold CHCO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 326 shares of City Holding Co worth $39K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 152 City Holding Co shares in Q1 2026, an estimated $18.5K.
  • City Holding Co made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3977 holding.
  • Carson Wealth (CWM LLC) first reported a position in City Holding Co in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s City Holding Co position peaked at $58K in Q3 2025.
  • 234 funds tracked by Wall St. Rank held City Holding Co as of Q1 2026.

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