Carson Wealth (CWM LLC)’s F5 FFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $464K | Buy |
1,605
+73
| +5% | +$20.2K | ﹤0.01% | 2071 |
|
|
2025
Q4 | $391K | Sell |
1,532
-6,360
| -81% | -$1.71M | ﹤0.01% | 2078 |
|
|
2025
Q3 | $2.55M | Buy |
7,892
+3,442
| +77% | +$1.08M | 0.01% | 994 |
|
|
2025
Q2 | $1.31M | Buy |
4,450
+916
| +26% | +$253K | ﹤0.01% | 1125 |
|
|
2025
Q1 | $941K | Buy |
3,534
+1,791
| +103% | +$501K | ﹤0.01% | 1161 |
|
|
2024
Q4 | $438K | Buy |
1,743
+13
| +0.8% | +$3.11K | ﹤0.01% | 1434 |
|
|
2024
Q3 | $381K | Buy |
1,730
+342
| +25% | +$66.3K | ﹤0.01% | 1429 |
|
|
2024
Q2 | $239K | Buy |
1,388
+904
| +187% | +$158K | ﹤0.01% | 1492 |
|
|
2024
Q1 | $92K | Buy |
484
+200
| +70% | +$36.9K | ﹤0.01% | 1925 |
|
|
2023
Q4 | $51K | Buy |
284
+9
| +3% | +$1.47K | ﹤0.01% | 2166 |
|
|
2023
Q3 | $44K | Buy |
275
+61
| +29% | +$9.54K | ﹤0.01% | 2138 |
|
|
2023
Q2 | $31K | Sell |
214
-160
| -43% | -$22.7K | ﹤0.01% | 2339 |
|
|
2023
Q1 | $54K | Buy |
374
+49
| +15% | +$7.07K | ﹤0.01% | 1824 |
|
|
2022
Q4 | $47K | Buy |
325
+57
| +21% | +$8.34K | ﹤0.01% | 1778 |
|
|
2022
Q3 | $39K | Sell |
268
-119
| -31% | -$18.8K | ﹤0.01% | 1785 |
|
|
2022
Q2 | $59K | Buy |
387
+79
| +26% | +$13.7K | ﹤0.01% | 1551 |
|
|
2022
Q1 | $64K | Buy |
308
+203
| +193% | +$42.6K | ﹤0.01% | 1498 |
|
|
2021
Q4 | $26K | Buy |
+105
| New | +$23.3K | ﹤0.01% | 1843 |
|
|
2021
Q2 | $4K | Hold |
20
| – | – | ﹤0.01% | 2427 |
|
|
2021
Q1 | $4K | Hold |
20
| – | – | ﹤0.01% | 2427 |
|
|
2020
Q4 | $4K | Hold |
20
| – | – | ﹤0.01% | 2426 |
|
|
2020
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 2426 |
|
|
2020
Q2 | $4K | Hold |
20
| – | – | ﹤0.01% | 2426 |
|
|
2020
Q1 | $4K | Hold |
20
| – | – | ﹤0.01% | 2426 |
|
|
2019
Q4 | $4K | Hold |
20
| – | – | ﹤0.01% | 2425 |
|
|
2019
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 2425 |
|
|
2019
Q2 | $4K | Hold |
20
| – | – | ﹤0.01% | 2425 |
|
|
2019
Q1 | $4K | Sell |
20
-6
| -23% | -$966 | ﹤0.01% | 2425 |
|
|
2018
Q4 | $4K | Buy |
+26
| New | +$4.46K | ﹤0.01% | 1589 |
|
|
2018
Q1 | – | Sell |
-42
| Closed | -$6K | – | 1449 |
|
|
2017
Q4 | $6K | Buy |
+42
| New | +$5.22K | ﹤0.01% | 1027 |
|
|
2013
Q4 | – | Sell |
-30
| Closed | -$3K | – | 636 |
|
|
2013
Q3 | $3K | Buy |
+30
| New | +$2.55K | ﹤0.01% | 416 |
|
Other funds holding FFIV
JCAM
Carson Wealth (CWM LLC)'s FFIV Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its F5 (FFIV) stake by 4.8% in Q1 2026, buying an estimated $20.2K and bringing the position to 1,605 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #2071.
Carson Wealth (CWM LLC) first reported a position in FFIV in Q3 2013 and has held it in 31 quarters since. The position peaked at $2.55M in Q3 2025. 724 funds tracked by Wall St. Rank hold FFIV as of Q1 2026.
- Carson Wealth (CWM LLC) held 1,605 shares of F5 worth $464K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 73 F5 shares in Q1 2026, an estimated $20.2K.
- F5 made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2071 holding.
- Carson Wealth (CWM LLC) first reported a position in F5 in Q3 2013 and has held it in 31 quarters since.
- Carson Wealth (CWM LLC)'s F5 position peaked at $2.55M in Q3 2025.
- 724 funds tracked by Wall St. Rank held F5 as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.