Carson Wealth (CWM LLC)’s EchoStar ECHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $238K | Buy |
2,035
+536
| +36% | +$61.5K | ﹤0.01% | 2579 |
|
|
2025
Q4 | $163K | Buy |
1,499
+618
| +70% | +$50.3K | ﹤0.01% | 2727 |
|
|
2025
Q3 | $67K | Sell |
881
-922
| -51% | -$41.8K | ﹤0.01% | 3295 |
|
|
2025
Q2 | $50K | Sell |
1,803
-201
| -10% | -$4.42K | ﹤0.01% | 3284 |
|
|
2025
Q1 | $51K | Buy |
2,004
+88
| +5% | +$2.39K | ﹤0.01% | 2979 |
|
|
2024
Q4 | $44K | Buy |
1,916
+61
| +3% | +$1.48K | ﹤0.01% | 2900 |
|
|
2024
Q3 | $46K | Buy |
1,855
+35
| +2% | +$716 | ﹤0.01% | 2754 |
|
|
2024
Q2 | $32K | Buy |
1,820
+105
| +6% | +$1.74K | ﹤0.01% | 2792 |
|
|
2024
Q1 | $24K | Buy |
1,715
+1,224
| +249% | +$17.1K | ﹤0.01% | 2783 |
|
|
2023
Q4 | $8K | Sell |
491
-76
| -13% | -$979 | ﹤0.01% | 3302 |
|
|
2023
Q3 | $9K | Sell |
567
-61,728
| -99% | -$1.17M | ﹤0.01% | 3206 |
|
|
2023
Q2 | $1.08M | Sell |
62,295
-2,636
| -4% | -$44.4K | 0.01% | 692 |
|
|
2023
Q1 | $1.19M | Buy |
64,931
+1,680
| +3% | +$30.8K | 0.01% | 613 |
|
|
2022
Q4 | $1.05M | Buy |
63,251
+5,064
| +9% | +$87.8K | 0.01% | 601 |
|
|
2022
Q3 | $958K | Sell |
58,187
-872
| -1% | -$16.3K | 0.01% | 572 |
|
|
2022
Q2 | $1.14M | Buy |
+59,059
| New | +$1.33M | 0.01% | 536 |
|
|
2021
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 2996 |
|
|
2021
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 2995 |
|
|
2020
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 2993 |
|
|
2020
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 2992 |
|
|
2020
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 2991 |
|
|
2020
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 2991 |
|
|
2019
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 2989 |
|
|
2019
Q3 | $0 | Sell |
9
-2
| -18% | -$72 | ﹤0.01% | 2989 |
|
|
2019
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 2989 |
|
|
2019
Q1 | $0 | Buy |
+11
| New | +$347 | ﹤0.01% | 3235 |
|
|
2017
Q4 | – | Sell |
-9
| Closed | – | – | 1565 |
|
|
2017
Q3 | $0 | Buy |
+9
| New | +$429 | ﹤0.01% | 1553 |
|
|
2016
Q3 | – | Sell |
-49
| Closed | -$2K | – | 1057 |
|
|
2016
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 721 |
|
|
2016
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 686 |
|
|
2015
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 604 |
|
|
2015
Q3 | $2K | Buy |
+49
| New | +$1.81K | ﹤0.01% | 584 |
|
|
2014
Q1 | – | Sell |
-49
| Closed | -$2K | – | 423 |
|
|
2013
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 593 |
|
|
2013
Q3 | $2K | Buy |
+49
| New | +$1.66K | ﹤0.01% | 428 |
|
Other funds holding ECHO
VCM
DCP
VPM
ACM
Carson Wealth (CWM LLC)'s ECHO Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its EchoStar (ECHO) stake by 36% in Q1 2026, buying an estimated $61.5K and bringing the position to 2,035 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #2579.
Carson Wealth (CWM LLC) first reported a position in ECHO in Q3 2013 and has held it in 33 quarters since. The position peaked at $1.19M in Q1 2023. 663 funds tracked by Wall St. Rank hold ECHO as of Q1 2026.
- Carson Wealth (CWM LLC) held 2,035 shares of EchoStar worth $238K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 536 EchoStar shares in Q1 2026, an estimated $61.5K.
- EchoStar made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2579 holding.
- Carson Wealth (CWM LLC) first reported a position in EchoStar in Q3 2013 and has held it in 33 quarters since.
- Carson Wealth (CWM LLC)'s EchoStar position peaked at $1.19M in Q1 2023.
- 663 funds tracked by Wall St. Rank held EchoStar as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.