Carson Wealth (CWM LLC)’s Dolby DLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $730K | Buy |
12,153
+1,515
| +14% | +$95.8K | ﹤0.01% | 1758 |
|
|
2025
Q4 | $683K | Sell |
10,638
-18,040
| -63% | -$1.21M | ﹤0.01% | 1726 |
|
|
2025
Q3 | $2.08M | Buy |
28,678
+6,926
| +32% | +$509K | 0.01% | 1080 |
|
|
2025
Q2 | $1.61M | Buy |
21,752
+7,967
| +58% | +$596K | 0.01% | 1027 |
|
|
2025
Q1 | $1.11M | Buy |
13,785
+10,054
| +269% | +$820K | ﹤0.01% | 1072 |
|
|
2024
Q4 | $291K | Sell |
3,731
-247
| -6% | -$18.8K | ﹤0.01% | 1607 |
|
|
2024
Q3 | $304K | Buy |
3,978
+868
| +28% | +$64.6K | ﹤0.01% | 1535 |
|
|
2024
Q2 | $246K | Buy |
3,110
+2,495
| +406% | +$201K | ﹤0.01% | 1480 |
|
|
2024
Q1 | $52K | Buy |
615
+27
| +5% | +$2.23K | ﹤0.01% | 2269 |
|
|
2023
Q4 | $51K | Sell |
588
-78
| -12% | -$6.58K | ﹤0.01% | 2165 |
|
|
2023
Q3 | $53K | Buy |
666
+76
| +13% | +$6.37K | ﹤0.01% | 2021 |
|
|
2023
Q2 | $49K | Buy |
590
+112
| +23% | +$9.36K | ﹤0.01% | 1998 |
|
|
2023
Q1 | $41K | Sell |
478
-81
| -14% | -$6.54K | ﹤0.01% | 2007 |
|
|
2022
Q4 | $39K | Sell |
559
-57
| -9% | -$3.93K | ﹤0.01% | 1892 |
|
|
2022
Q3 | $40K | Sell |
616
-4,158
| -87% | -$309K | ﹤0.01% | 1765 |
|
|
2022
Q2 | $342K | Buy |
4,774
+395
| +9% | +$29.9K | ﹤0.01% | 846 |
|
|
2022
Q1 | $343K | Buy |
4,379
+1,850
| +73% | +$149K | ﹤0.01% | 836 |
|
|
2021
Q4 | $241K | Buy |
+2,529
| New | +$226K | ﹤0.01% | 942 |
|
|
2021
Q2 | $18K | Hold |
181
| – | – | ﹤0.01% | 1830 |
|
|
2021
Q1 | $18K | Hold |
181
| – | – | ﹤0.01% | 1830 |
|
|
2020
Q4 | $18K | Hold |
181
| – | – | ﹤0.01% | 1830 |
|
|
2020
Q3 | $18K | Hold |
181
| – | – | ﹤0.01% | 1830 |
|
|
2020
Q2 | $18K | Hold |
181
| – | – | ﹤0.01% | 1830 |
|
|
2020
Q1 | $18K | Hold |
181
| – | – | ﹤0.01% | 1830 |
|
|
2019
Q4 | $18K | Hold |
181
| – | – | ﹤0.01% | 1830 |
|
|
2019
Q3 | $18K | Hold |
181
| – | – | ﹤0.01% | 1830 |
|
|
2019
Q2 | $18K | Hold |
181
| – | – | ﹤0.01% | 1830 |
|
|
2019
Q1 | $18K | Buy |
181
+97
| +115% | +$6.2K | ﹤0.01% | 1830 |
|
|
2018
Q4 | $5K | Sell |
84
-33
| -28% | -$2.22K | ﹤0.01% | 1518 |
|
|
2018
Q3 | $8K | Hold |
117
| – | – | ﹤0.01% | 1217 |
|
|
2018
Q2 | $7K | Buy |
117
+19
| +19% | +$1.21K | ﹤0.01% | 1099 |
|
|
2018
Q1 | $6K | Buy |
98
+38
| +63% | +$2.44K | ﹤0.01% | 963 |
|
|
2017
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 1128 |
|
|
2017
Q3 | $3K | Sell |
60
-4
| -6% | -$210 | ﹤0.01% | 1197 |
|
|
2017
Q2 | $3K | Hold |
64
| – | – | ﹤0.01% | 952 |
|
|
2017
Q1 | $3K | Hold |
64
| – | – | ﹤0.01% | 932 |
|
|
2016
Q4 | $3K | Buy |
64
+60
| +1,500% | +$2.89K | ﹤0.01% | 921 |
|
|
2016
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1003 |
|
|
2016
Q2 | $0 | Buy |
+4
| New | +$183 | ﹤0.01% | 806 |
|
Other funds holding DLB
SCM
Carson Wealth (CWM LLC)'s DLB Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Dolby (DLB) stake by 14% in Q1 2026, buying an estimated $95.8K and bringing the position to 12,153 shares worth $730K. The position accounts for ﹤0.01% of the portfolio, ranked #1758.
Carson Wealth (CWM LLC) first reported a position in DLB in Q2 2016 and has held it in 39 quarters since. The position peaked at $2.08M in Q3 2025. 418 funds tracked by Wall St. Rank hold DLB as of Q1 2026.
- Carson Wealth (CWM LLC) held 12,153 shares of Dolby worth $730K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 1,515 Dolby shares in Q1 2026, an estimated $95.8K.
- Dolby made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1758 holding.
- Carson Wealth (CWM LLC) first reported a position in Dolby in Q2 2016 and has held it in 39 quarters since.
- Carson Wealth (CWM LLC)'s Dolby position peaked at $2.08M in Q3 2025.
- 418 funds tracked by Wall St. Rank held Dolby as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.