Carson Wealth (CWM LLC)
CYBR

Carson Wealth (CWM LLC)’s CyberArk CYBR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CYBR Stock Details CYBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-715
Closed -$319K – 5706
2025
Q4 		$319K Buy
715
+220
+44% +$106K ﹤0.01% 2220
2025
Q3 		$239K Buy
495
+108
+28% +$46.4K ﹤0.01% 2301
2025
Q2 		$157K Buy
387
+165
+74% +$60.1K ﹤0.01% 2373
2025
Q1 		$75K Buy
222
+132
+147% +$47.5K ﹤0.01% 2656
2024
Q4 		$30K Buy
90
+5
+6% +$1.52K ﹤0.01% 3168
2024
Q3 		$25K Buy
85
+9
+12% +$2.44K ﹤0.01% 3217
2024
Q2 		$21K Sell
76
-106
-58% -$26K ﹤0.01% 3071
2024
Q1 		$48K Buy
182
+33
+22% +$8.17K ﹤0.01% 2314
2023
Q4 		$33K Sell
149
-22
-13% -$4.08K ﹤0.01% 2433
2023
Q3 		$28K Buy
171
+26
+18% +$4.18K ﹤0.01% 2448
2023
Q2 		$23K Sell
145
-2
-1% -$286 ﹤0.01% 2537
2023
Q1 		$22K Sell
147
-25
-15% -$3.49K ﹤0.01% 2427
2022
Q4 		$22K Sell
172
-3
-2% -$434 ﹤0.01% 2287
2022
Q3 		$26K Buy
175
+13
+8% +$1.86K ﹤0.01% 2047
2022
Q2 		$21K Buy
162
+60
+59% +$8.67K ﹤0.01% 2071
2022
Q1 		$17K Buy
102
+2
+2% +$303 ﹤0.01% 2167
2021
Q4 		$17K Buy
+100
New +$17.5K ﹤0.01% 2065
2021
Q2 		$13K Hold
100
– – ﹤0.01% 1983
2021
Q1 		$13K Hold
100
– – ﹤0.01% 1983
2020
Q4 		$13K Hold
100
– – ﹤0.01% 1983
2020
Q3 		$13K Hold
100
– – ﹤0.01% 1983
2020
Q2 		$13K Hold
100
– – ﹤0.01% 1982
2020
Q1 		$13K Hold
100
– – ﹤0.01% 1982
2019
Q4 		$13K Hold
100
– – ﹤0.01% 1982
2019
Q3 		$13K Hold
100
– – ﹤0.01% 1982
2019
Q2 		$13K Hold
100
– – ﹤0.01% 1982
2019
Q1 		$13K Sell
100
-3,000
-97% -$287K ﹤0.01% 1982
2018
Q4 		$230K Hold
3,100
– – 0.01% 572
2018
Q3 		$248K Buy
+3,100
New +$218K 0.01% 486

Other funds holding CYBR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM

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

Carson Wealth (CWM LLC) sold out of CyberArk (CYBR) in Q1 2026, closing a stake of 715 shares — an estimated $319K sold.

Carson Wealth (CWM LLC) first reported a position in CYBR in Q3 2018 and held it in 29 quarters. The position peaked at $319K in Q4 2025. 3 funds tracked by Wall St. Rank hold CYBR as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining CyberArk position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 715 CyberArk shares in Q1 2026, an estimated $319K.
  • Carson Wealth (CWM LLC) first reported a position in CyberArk in Q3 2018 and held it in 29 quarters.
  • Carson Wealth (CWM LLC)'s CyberArk position peaked at $319K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held CyberArk as of Q1 2026.

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