Carson Wealth (CWM LLC)’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.61M | Buy |
53,379
+48,764
| +1,057% | +$9.68M | 0.03% | 571 |
|
|
2025
Q4 | $1M | Sell |
4,615
-2,168
| -32% | -$475K | ﹤0.01% | 1498 |
|
|
2025
Q3 | $1.74M | Buy |
6,783
+4,526
| +201% | +$1.14M | 0.01% | 1148 |
|
|
2025
Q2 | $585K | Sell |
2,257
-1,026
| -31% | -$261K | ﹤0.01% | 1519 |
|
|
2025
Q1 | $800K | Buy |
3,283
+103
| +3% | +$25.9K | ﹤0.01% | 1257 |
|
|
2024
Q4 | $810K | Buy |
3,180
+1,660
| +109% | +$445K | ﹤0.01% | 1188 |
|
|
2024
Q3 | $447K | Buy |
1,520
+93
| +7% | +$26.2K | ﹤0.01% | 1363 |
|
|
2024
Q2 | $346K | Buy |
1,427
+13
| +0.9% | +$3.1K | ﹤0.01% | 1323 |
|
|
2024
Q1 | $378K | Buy |
1,414
+64
| +5% | +$16.3K | ﹤0.01% | 1232 |
|
|
2023
Q4 | $334K | Buy |
1,350
+446
| +49% | +$90.5K | ﹤0.01% | 1214 |
|
|
2023
Q3 | $166K | Buy |
904
+69
| +8% | +$14.1K | ﹤0.01% | 1383 |
|
|
2023
Q2 | $196K | Buy |
835
+125
| +18% | +$26.3K | ﹤0.01% | 1261 |
|
|
2023
Q1 | $144K | Buy |
710
+103
| +17% | +$21.4K | ﹤0.01% | 1334 |
|
|
2022
Q4 | $118K | Sell |
607
-90
| -13% | -$16.4K | ﹤0.01% | 1304 |
|
|
2022
Q3 | $119K | Buy |
697
+360
| +107% | +$70.5K | ﹤0.01% | 1268 |
|
|
2022
Q2 | $62K | Sell |
337
-177
| -34% | -$35.4K | ﹤0.01% | 1524 |
|
|
2022
Q1 | $122K | Buy |
514
+282
| +122% | +$66.4K | ﹤0.01% | 1251 |
|
|
2021
Q4 | $68K | Buy |
+232
| New | +$64.6K | ﹤0.01% | 1451 |
|
|
2021
Q2 | $15K | Hold |
62
| – | – | ﹤0.01% | 1919 |
|
|
2021
Q1 | $15K | Hold |
62
| – | – | ﹤0.01% | 1919 |
|
|
2020
Q4 | $15K | Hold |
62
| – | – | ﹤0.01% | 1919 |
|
|
2020
Q3 | $15K | Hold |
62
| – | – | ﹤0.01% | 1919 |
|
|
2020
Q2 | $15K | Hold |
62
| – | – | ﹤0.01% | 1919 |
|
|
2020
Q1 | $15K | Hold |
62
| – | – | ﹤0.01% | 1919 |
|
|
2019
Q4 | $15K | Hold |
62
| – | – | ﹤0.01% | 1919 |
|
|
2019
Q3 | $15K | Hold |
62
| – | – | ﹤0.01% | 1919 |
|
|
2019
Q2 | $15K | Hold |
62
| – | – | ﹤0.01% | 1919 |
|
|
2019
Q1 | $15K | Buy |
62
+15
| +32% | +$1.6K | ﹤0.01% | 1919 |
|
|
2018
Q4 | $4K | Buy |
47
+38
| +422% | +$4.04K | ﹤0.01% | 1585 |
|
|
2018
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1650 |
|
|
2018
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 1508 |
|
|
2018
Q1 | $1K | Sell |
9
-5
| -36% | -$600 | ﹤0.01% | 1262 |
|
|
2017
Q4 | $2K | Buy |
14
+5
| +56% | +$562 | ﹤0.01% | 1265 |
|
|
2017
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1361 |
|
|
2017
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 1088 |
|
|
2017
Q1 | $1K | Buy |
+9
| New | +$1.15K | ﹤0.01% | 1051 |
|
Other funds holding EFX
VCM
VPM
SCP
Carson Wealth (CWM LLC)'s EFX Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Equifax (EFX) stake by 1,057% in Q1 2026, buying an estimated $9.68M and bringing the position to 53,379 shares worth $9.61M. The position accounts for 0.03% of the portfolio, ranked #571.
Carson Wealth (CWM LLC) first reported a position in EFX in Q1 2017 and has held it in 36 quarters since. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.
- Carson Wealth (CWM LLC) held 53,379 shares of Equifax worth $9.61M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 48,764 Equifax shares in Q1 2026, an estimated $9.68M.
- Equifax made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #571 holding.
- Carson Wealth (CWM LLC) first reported a position in Equifax in Q1 2017 and has held it in 36 quarters since.
- 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.