Carson Wealth (CWM LLC)’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.34M | Buy |
190,735
+92,565
| +94% | +$2.21M | 0.01% | 874 |
|
|
2025
Q4 | $2.35M | Buy |
98,170
+4,310
| +5% | +$96.1K | 0.01% | 1082 |
|
|
2025
Q3 | $2.12M | Sell |
93,860
-1,021
| -1% | -$22.7K | 0.01% | 1067 |
|
|
2025
Q2 | $2.01M | Sell |
94,881
-13,189
| -12% | -$251K | 0.01% | 949 |
|
|
2025
Q1 | $2.1M | Sell |
108,070
-1,678
| -2% | -$34.5K | 0.01% | 817 |
|
|
2024
Q4 | $2.21M | Buy |
109,748
+10,591
| +11% | +$199K | 0.01% | 751 |
|
|
2024
Q3 | $1.54M | Buy |
99,157
+41,050
| +71% | +$652K | 0.01% | 822 |
|
|
2024
Q2 | $916K | Buy |
58,107
+19,157
| +49% | +$290K | ﹤0.01% | 941 |
|
|
2024
Q1 | $600K | Buy |
38,950
+3,520
| +10% | +$50.5K | ﹤0.01% | 1063 |
|
|
2023
Q4 | $502K | Buy |
35,430
+12,109
| +52% | +$146K | ﹤0.01% | 1063 |
|
|
2023
Q3 | $257K | Buy |
23,321
+15,995
| +218% | +$198K | ﹤0.01% | 1211 |
|
|
2023
Q2 | $83K | Buy |
7,326
+2,699
| +58% | +$36.2K | ﹤0.01% | 1665 |
|
|
2023
Q1 | $82K | Sell |
4,627
-693
| -13% | -$15.4K | ﹤0.01% | 1590 |
|
|
2022
Q4 | $130K | Buy |
5,320
+470
| +10% | +$11.4K | ﹤0.01% | 1266 |
|
|
2022
Q3 | $111K | Buy |
4,850
+2,203
| +83% | +$50.1K | ﹤0.01% | 1294 |
|
|
2022
Q2 | $58K | Buy |
2,647
+1,414
| +115% | +$31.8K | ﹤0.01% | 1560 |
|
|
2022
Q1 | $29K | Buy |
1,233
+466
| +61% | +$9.29K | ﹤0.01% | 1853 |
|
|
2021
Q4 | $13K | Buy |
+767
| New | +$12.8K | ﹤0.01% | 2199 |
|
|
2021
Q2 | $10K | Hold |
584
| – | – | ﹤0.01% | 2099 |
|
|
2021
Q1 | $10K | Hold |
584
| – | – | ﹤0.01% | 2099 |
|
|
2020
Q4 | $10K | Hold |
584
| – | – | ﹤0.01% | 2099 |
|
|
2020
Q3 | $10K | Hold |
584
| – | – | ﹤0.01% | 2099 |
|
|
2020
Q2 | $10K | Hold |
584
| – | – | ﹤0.01% | 2099 |
|
|
2020
Q1 | $10K | Hold |
584
| – | – | ﹤0.01% | 2099 |
|
|
2019
Q4 | $10K | Hold |
584
| – | – | ﹤0.01% | 2099 |
|
|
2019
Q3 | $10K | Hold |
584
| – | – | ﹤0.01% | 2099 |
|
|
2019
Q2 | $10K | Hold |
584
| – | – | ﹤0.01% | 2099 |
|
|
2019
Q1 | $10K | Sell |
584
-10,368
| -95% | -$153K | ﹤0.01% | 2099 |
|
|
2018
Q4 | $144K | Buy |
10,952
+43
| +0.4% | +$669 | ﹤0.01% | 661 |
|
|
2018
Q3 | $188K | Hold |
10,909
| – | – | ﹤0.01% | 524 |
|
|
2018
Q2 | $195K | Buy |
+10,909
| New | +$205K | 0.01% | 427 |
|
|
2018
Q1 | – | Sell |
-220
| Closed | -$4K | – | 1450 |
|
|
2017
Q4 | $4K | Hold |
220
| – | – | ﹤0.01% | 1132 |
|
|
2017
Q3 | $4K | Hold |
220
| – | – | ﹤0.01% | 1131 |
|
|
2017
Q2 | $4K | Hold |
220
| – | – | ﹤0.01% | 912 |
|
|
2017
Q1 | $4K | Sell |
220
-114
| -34% | -$2.24K | ﹤0.01% | 897 |
|
|
2016
Q4 | $7K | Buy |
334
+104
| +45% | +$1.83K | ﹤0.01% | 786 |
|
|
2016
Q3 | $4K | Buy |
+230
| New | +$3.41K | ﹤0.01% | 842 |
|
Other funds holding FHN
VPM
VCM
NRCM
Carson Wealth (CWM LLC)'s FHN Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its First Horizon (FHN) stake by 94% in Q1 2026, buying an estimated $2.21M and bringing the position to 190,735 shares worth $4.34M. The position accounts for 0.01% of the portfolio, ranked #874.
Carson Wealth (CWM LLC) first reported a position in FHN in Q3 2016 and has held it in 37 quarters since. 641 funds tracked by Wall St. Rank hold FHN as of Q1 2026.
- Carson Wealth (CWM LLC) held 190,735 shares of First Horizon worth $4.34M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 92,565 First Horizon shares in Q1 2026, an estimated $2.21M.
- First Horizon made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #874 holding.
- Carson Wealth (CWM LLC) first reported a position in First Horizon in Q3 2016 and has held it in 37 quarters since.
- 641 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.