Carson Wealth (CWM LLC)
EVI icon

Carson Wealth (CWM LLC)’s EVI Industries EVI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EVI Stock Details EVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.71K Buy
326
+139
+74% +$3.11K ﹤0.01% 4933
2025
Q4 		$5K Buy
187
+8
+4% +$199 ﹤0.01% 4804
2025
Q3 		$6K Buy
179
+24
+15% +$628 ﹤0.01% 4667
2025
Q2 		$3K Sell
155
-1,572
-91% -$28K ﹤0.01% 4760
2025
Q1 		$29K Sell
1,727
-892
-34% -$15.6K ﹤0.01% 3409
2024
Q4 		$43K Buy
2,619
+2,519
+2,519% +$48K ﹤0.01% 2913
2024
Q3 		$2K Buy
100
+79
+376% +$1.42K ﹤0.01% 4381
2024
Q2 		$0 Buy
+21
New +$437 ﹤0.01% 4675
2023
Q3 		– Sell
-68
Closed -$1K – 4269
2023
Q2 		$1K Hold
68
– – ﹤0.01% 3951
2023
Q1 		$1K Sell
68
-134
-66% -$2.78K ﹤0.01% 3819
2022
Q4 		$5K Buy
+202
New +$3.97K ﹤0.01% 3157

Other funds holding EVI

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its EVI Industries (EVI) stake by 74% in Q1 2026, buying an estimated $3.11K and bringing the position to 326 shares worth $6.71K. The position accounts for ﹤0.01% of the portfolio, ranked #4933.

Carson Wealth (CWM LLC) first reported a position in EVI in Q4 2022 and has held it in 11 quarters since. The position peaked at $43K in Q4 2024. 74 funds tracked by Wall St. Rank hold EVI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 326 shares of EVI Industries worth $6.71K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 139 EVI Industries shares in Q1 2026, an estimated $3.11K.
  • EVI Industries made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4933 holding.
  • Carson Wealth (CWM LLC) first reported a position in EVI Industries in Q4 2022 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s EVI Industries position peaked at $43K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held EVI Industries as of Q1 2026.

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