Carson Wealth (CWM LLC)
CPA icon

Carson Wealth (CWM LLC)’s Copa Holdings CPA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CPA Stock Details CPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.9K Sell
131
-128
-49% -$16.8K ﹤0.01% 4595
2025
Q4 		$31K Buy
259
+10
+4% +$1.22K ﹤0.01% 3926
2025
Q3 		$30K Buy
249
+200
+408% +$22.9K ﹤0.01% 3879
2025
Q2 		$5K Hold
49
– – ﹤0.01% 4592
2025
Q1 		$5K Hold
49
– – ﹤0.01% 4432
2024
Q4 		$4K Sell
49
-1
-2% -$95 ﹤0.01% 4283
2024
Q3 		$5K Buy
50
+1
+2% +$90 ﹤0.01% 4078
2024
Q2 		$5K Sell
49
-32
-40% -$3.19K ﹤0.01% 3849
2024
Q1 		$8K Buy
81
+32
+65% +$3.18K ﹤0.01% 3443
2023
Q4 		$5K Hold
49
– – ﹤0.01% 3490
2023
Q3 		$4K Sell
49
-16
-25% -$1.66K ﹤0.01% 3539
2023
Q2 		$7K Buy
65
+30
+86% +$3.01K ﹤0.01% 3264
2023
Q1 		$3K Sell
35
-137
-80% -$12.4K ﹤0.01% 3475
2022
Q4 		$14K Buy
172
+100
+139% +$7.87K ﹤0.01% 2599
2022
Q3 		$5K Buy
72
+37
+106% +$2.58K ﹤0.01% 3048
2022
Q2 		$2K Sell
35
-11
-24% -$776 ﹤0.01% 3312
2022
Q1 		$4K Buy
46
+11
+31% +$905 ﹤0.01% 2907
2021
Q4 		$3K Buy
+35
New +$2.74K ﹤0.01% 2954
2021
Q2 		$3K Hold
35
– – ﹤0.01% 2507
2021
Q1 		$3K Hold
35
– – ﹤0.01% 2507
2020
Q4 		$3K Hold
35
– – ﹤0.01% 2507
2020
Q3 		$3K Hold
35
– – ﹤0.01% 2507
2020
Q2 		$3K Hold
35
– – ﹤0.01% 2506
2020
Q1 		$3K Hold
35
– – ﹤0.01% 2505
2019
Q4 		$3K Hold
35
– – ﹤0.01% 2505
2019
Q3 		$3K Hold
35
– – ﹤0.01% 2505
2019
Q2 		$3K Hold
35
– – ﹤0.01% 2505
2019
Q1 		$3K Buy
+35
New +$3.08K ﹤0.01% 2505

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Copa Holdings (CPA) stake by 49% in Q1 2026, selling an estimated $16.8K and leaving 131 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4595.

Carson Wealth (CWM LLC) first reported a position in CPA in Q1 2019 and has held it in 28 quarters since. The position peaked at $31K in Q4 2025. 300 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 131 shares of Copa Holdings worth $14.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 128 Copa Holdings shares in Q1 2026, an estimated $16.8K.
  • Copa Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4595 holding.
  • Carson Wealth (CWM LLC) first reported a position in Copa Holdings in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Copa Holdings position peaked at $31K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

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