Carson Wealth (CWM LLC)’s Charles River Laboratories CRL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$693K Sell
4,017
-288
-7% -$53.4K ﹤0.01% 1791
2025
Q4
$859K Buy
4,305
+211
+5% +$38.3K ﹤0.01% 1586
2025
Q3
$641K Buy
4,094
+1,492
+57% +$237K ﹤0.01% 1659
2025
Q2
$395K Buy
2,602
+1,227
+89% +$164K ﹤0.01% 1703
2025
Q1
$207K Buy
1,375
+27
+2% +$4.53K ﹤0.01% 1906
2024
Q4
$249K Sell
1,348
-194
-13% -$37.4K ﹤0.01% 1702
2024
Q3
$304K Sell
1,542
-543
-26% -$113K ﹤0.01% 1534
2024
Q2
$431K Buy
2,085
+476
+30% +$108K ﹤0.01% 1246
2024
Q1
$436K Buy
1,609
+554
+53% +$132K ﹤0.01% 1184
2023
Q4
$249K Sell
1,055
-37
-3% -$7.28K ﹤0.01% 1322
2023
Q3
$214K Sell
1,092
-8
-0.7% -$1.64K ﹤0.01% 1285
2023
Q2
$231K Buy
1,100
+224
+26% +$44.6K ﹤0.01% 1199
2023
Q1
$177K Buy
876
+27
+3% +$6.12K ﹤0.01% 1239
2022
Q4
$185K Buy
849
+102
+14% +$22.3K ﹤0.01% 1127
2022
Q3
$147K Buy
747
+1
+0.1% +$216 ﹤0.01% 1167
2022
Q2
$160K Buy
746
+420
+129% +$103K ﹤0.01% 1135
2022
Q1
$93K Buy
326
+96
+42% +$29.6K ﹤0.01% 1353
2021
Q4
$87K Buy
+230
New +$89.4K ﹤0.01% 1342
2021
Q2
$56K Hold
152
﹤0.01% 1350
2021
Q1
$56K Hold
152
﹤0.01% 1350
2020
Q4
$56K Hold
152
﹤0.01% 1350
2020
Q3
$56K Hold
152
﹤0.01% 1350
2020
Q2
$56K Hold
152
﹤0.01% 1350
2020
Q1
$56K Hold
152
﹤0.01% 1350
2019
Q4
$56K Hold
152
﹤0.01% 1350
2019
Q3
$56K Hold
152
﹤0.01% 1350
2019
Q2
$56K Hold
152
﹤0.01% 1350
2019
Q1
$56K Sell
152
-15
-9% -$1.97K ﹤0.01% 1350
2018
Q4
$19K Buy
167
+108
+183% +$13.5K ﹤0.01% 1150
2018
Q3
$8K Buy
59
+4
+7% +$494 ﹤0.01% 1215
2018
Q2
$6K Buy
+55
New +$5.95K ﹤0.01% 1139
2018
Q1
Sell
-45
Closed -$5K 1428
2017
Q4
$5K Hold
45
﹤0.01% 1077
2017
Q3
$5K Buy
+45
New +$4.62K ﹤0.01% 1071
2016
Q4
Sell
-150
Closed -$13K 1110
2016
Q3
$13K Buy
+150
New +$12.6K ﹤0.01% 631

Other funds holding CRL

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

Carson Wealth (CWM LLC) reduced its Charles River Laboratories (CRL) stake by 6.7% in Q1 2026, selling an estimated $53.4K and leaving 4,017 shares worth $693K. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Carson Wealth (CWM LLC) first reported a position in CRL in Q3 2016 and has held it in 34 quarters since. The position peaked at $859K in Q4 2025. 559 funds tracked by Wall St. Rank hold CRL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,017 shares of Charles River Laboratories worth $693K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 288 Charles River Laboratories shares in Q1 2026, an estimated $53.4K.
  • Charles River Laboratories made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1791 holding.
  • Carson Wealth (CWM LLC) first reported a position in Charles River Laboratories in Q3 2016 and has held it in 34 quarters since.
  • Carson Wealth (CWM LLC)'s Charles River Laboratories position peaked at $859K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Charles River Laboratories as of Q1 2026.

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