Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Carter's CRI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$597K Buy
16,703
+455
+3% +$16.5K ﹤0.01% 1886
2025
Q4 		$527K Sell
16,248
-1,469
-8% -$45.9K ﹤0.01% 1884
2025
Q3 		$500K Sell
17,717
-735
-4% -$21.1K ﹤0.01% 1800
2025
Q2 		$556K Buy
18,452
+8,768
+91% +$297K ﹤0.01% 1542
2025
Q1 		$396K Sell
9,684
-10,999
-53% -$529K ﹤0.01% 1551
2024
Q4 		$1.12M Buy
20,683
+13,195
+176% +$756K ﹤0.01% 1019
2024
Q3 		$487K Buy
7,488
+6,893
+1,158% +$443K ﹤0.01% 1323
2024
Q2 		$37K Buy
595
+483
+431% +$33.5K ﹤0.01% 2669
2024
Q1 		$9K Buy
112
+34
+44% +$2.7K ﹤0.01% 3383
2023
Q4 		$6K Hold
78
– – ﹤0.01% 3406
2023
Q3 		$5K Hold
78
– – ﹤0.01% 3433
2023
Q2 		$6K Sell
78
-95
-55% -$6.42K ﹤0.01% 3332
2023
Q1 		$12K Sell
173
-13
-7% -$995 ﹤0.01% 2840
2022
Q4 		$14K Sell
186
-78
-30% -$5.59K ﹤0.01% 2600
2022
Q3 		$17K Buy
264
+81
+44% +$6.2K ﹤0.01% 2323
2022
Q2 		$13K Buy
183
+58
+46% +$4.67K ﹤0.01% 2409
2022
Q1 		$11K Buy
125
+1
+0.8% +$94 ﹤0.01% 2405
2021
Q4 		$13K Buy
+124
New +$12.6K ﹤0.01% 2193
2021
Q2 		$13K Hold
122
– – ﹤0.01% 1980
2021
Q1 		$13K Hold
122
– – ﹤0.01% 1980
2020
Q4 		$13K Hold
122
– – ﹤0.01% 1980
2020
Q3 		$13K Hold
122
– – ﹤0.01% 1980
2020
Q2 		$13K Hold
122
– – ﹤0.01% 1980
2020
Q1 		$13K Hold
122
– – ﹤0.01% 1980
2019
Q4 		$13K Hold
122
– – ﹤0.01% 1980
2019
Q3 		$13K Hold
122
– – ﹤0.01% 1980
2019
Q2 		$13K Hold
122
– – ﹤0.01% 1980
2019
Q1 		$13K Sell
122
-41,071
-100% -$3.66M ﹤0.01% 1980
2018
Q4 		$3.36M Buy
41,193
+35,069
+573% +$3.19M 0.08% 206
2018
Q3 		$604K Buy
6,124
+6,040
+7,190% +$638K 0.02% 367
2018
Q2 		$9K Buy
+84
New +$9.03K ﹤0.01% 1026

Other funds holding CRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Carter's (CRI) stake by 2.8% in Q1 2026, buying an estimated $16.5K and bringing the position to 16,703 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

Carson Wealth (CWM LLC) first reported a position in CRI in Q2 2018 and has held it in 31 quarters since. The position peaked at $3.36M in Q4 2018. 275 funds tracked by Wall St. Rank hold CRI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 16,703 shares of Carter's worth $597K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 455 Carter's shares in Q1 2026, an estimated $16.5K.
  • Carter's made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1886 holding.
  • Carson Wealth (CWM LLC) first reported a position in Carter's in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s Carter's position peaked at $3.36M in Q4 2018.
  • 275 funds tracked by Wall St. Rank held Carter's as of Q1 2026.

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