Carson Wealth (CWM LLC)
ERIE icon

Carson Wealth (CWM LLC)’s Erie Indemnity ERIE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$100K Buy
399
+190
+91% +$51K ﹤0.01% 3265
2025
Q4 		$60K Buy
209
+125
+149% +$37.3K ﹤0.01% 3460
2025
Q3 		$27K Sell
84
-41
-33% -$14.2K ﹤0.01% 3946
2025
Q2 		$43K Buy
125
+84
+205% +$31.2K ﹤0.01% 3394
2025
Q1 		$17K Buy
41
+1
+3% +$408 ﹤0.01% 3796
2024
Q4 		$16K Buy
40
+27
+208% +$12.1K ﹤0.01% 3576
2024
Q3 		$7K Buy
13
+4
+44% +$1.82K ﹤0.01% 3933
2024
Q2 		$3K Buy
9
+2
+29% +$760 ﹤0.01% 4061
2024
Q1 		$3K Buy
7
+5
+250% +$1.84K ﹤0.01% 3831
2023
Q4 		$1K Sell
2
-34
-94% -$10.2K ﹤0.01% 3946
2023
Q3 		$11K Buy
36
+8
+29% +$2.07K ﹤0.01% 3075
2023
Q2 		$6K Buy
28
+22
+367% +$4.91K ﹤0.01% 3340
2023
Q1 		$1K Buy
+6
New +$1.44K ﹤0.01% 3816
2022
Q2 		– Sell
-11
Closed -$2K – 3876
2022
Q1 		$2K Buy
11
+10
+1,000% +$1.8K ﹤0.01% 3160
2021
Q4 		$0 Buy
+1
New +$201 ﹤0.01% 3527

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Erie Indemnity (ERIE) stake by 91% in Q1 2026, buying an estimated $51K and bringing the position to 399 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #3265.

Carson Wealth (CWM LLC) first reported a position in ERIE in Q4 2021 and has held it in 15 quarters since. 404 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 399 shares of Erie Indemnity worth $100K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 190 Erie Indemnity shares in Q1 2026, an estimated $51K.
  • Erie Indemnity made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3265 holding.
  • Carson Wealth (CWM LLC) first reported a position in Erie Indemnity in Q4 2021 and has held it in 15 quarters since.
  • 404 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

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