Carson Wealth (CWM LLC)’s Cirrus Logic CRUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.21M Sell
15,254
-1,543
-9% -$208K 0.01% 1161
2025
Q4
$1.99M Sell
16,797
-237
-1% -$29.2K 0.01% 1152
2025
Q3
$2.13M Buy
17,034
+5,408
+47% +$602K 0.01% 1065
2025
Q2
$1.21M Sell
11,626
-4,456
-28% -$437K ﹤0.01% 1159
2025
Q1
$1.6M Buy
16,082
+13,014
+424% +$1.34M 0.01% 909
2024
Q4
$306K Sell
3,068
-2,012
-40% -$221K ﹤0.01% 1580
2024
Q3
$631K Buy
5,080
+1,440
+40% +$191K ﹤0.01% 1230
2024
Q2
$465K Buy
3,640
+1,561
+75% +$164K ﹤0.01% 1218
2024
Q1
$192K Buy
2,079
+59
+3% +$5.1K ﹤0.01% 1536
2023
Q4
$168K Sell
2,020
-64
-3% -$4.79K ﹤0.01% 1494
2023
Q3
$154K Buy
2,084
+305
+17% +$23.8K ﹤0.01% 1412
2023
Q2
$144K Sell
1,779
-42
-2% -$3.48K ﹤0.01% 1383
2023
Q1
$199K Sell
1,821
-12
-0.7% -$1.17K ﹤0.01% 1202
2022
Q4
$137K Sell
1,833
-8
-0.4% -$575 ﹤0.01% 1251
2022
Q3
$127K Buy
1,841
+266
+17% +$20.9K ﹤0.01% 1238
2022
Q2
$114K Buy
1,575
+459
+41% +$35.6K ﹤0.01% 1263
2022
Q1
$95K Buy
1,116
+6
+0.5% +$515 ﹤0.01% 1344
2021
Q4
$102K Buy
+1,110
New +$92.2K ﹤0.01% 1284
2021
Q2
$179K Hold
2,104
﹤0.01% 936
2021
Q1
$179K Hold
2,104
﹤0.01% 936
2020
Q4
$179K Hold
2,104
﹤0.01% 936
2020
Q3
$179K Hold
2,104
﹤0.01% 936
2020
Q2
$179K Hold
2,104
﹤0.01% 936
2020
Q1
$179K Hold
2,104
﹤0.01% 936
2019
Q4
$179K Hold
2,104
﹤0.01% 936
2019
Q3
$179K Hold
2,104
﹤0.01% 936
2019
Q2
$179K Hold
2,104
﹤0.01% 936
2019
Q1
$179K Buy
2,104
+2,085
+10,974% +$80.4K ﹤0.01% 936
2018
Q4
$1K Hold
19
﹤0.01% 1867
2018
Q3
$1K Buy
+19
New +$789 ﹤0.01% 1637
2016
Q2
Sell
-500
Closed -$18K 802
2016
Q1
$18K Buy
+500
New +$16.2K ﹤0.01% 451

Other funds holding CRUS

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

Carson Wealth (CWM LLC) reduced its Cirrus Logic (CRUS) stake by 9.2% in Q1 2026, selling an estimated $208K and leaving 15,254 shares worth $2.21M. The position accounts for 0.01% of the portfolio, ranked #1161.

Carson Wealth (CWM LLC) first reported a position in CRUS in Q1 2016 and has held it in 31 quarters since. 537 funds tracked by Wall St. Rank hold CRUS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 15,254 shares of Cirrus Logic worth $2.21M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,543 Cirrus Logic shares in Q1 2026, an estimated $208K.
  • Cirrus Logic made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1161 holding.
  • Carson Wealth (CWM LLC) first reported a position in Cirrus Logic in Q1 2016 and has held it in 31 quarters since.
  • 537 funds tracked by Wall St. Rank held Cirrus Logic as of Q1 2026.

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