Carson Wealth (CWM LLC)’s Flowserve FLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.18M | Buy |
56,921
+3,888
| +7% | +$308K | 0.01% | 889 |
|
|
2025
Q4 | $3.68M | Sell |
53,033
-19,776
| -27% | -$1.27M | 0.01% | 903 |
|
|
2025
Q3 | $3.87M | Buy |
72,809
+26,970
| +59% | +$1.46M | 0.01% | 821 |
|
|
2025
Q2 | $2.4M | Sell |
45,839
-3,668
| -7% | -$173K | 0.01% | 890 |
|
|
2025
Q1 | $2.42M | Buy |
49,507
+131
| +0.3% | +$7.44K | 0.01% | 769 |
|
|
2024
Q4 | $2.84M | Buy |
49,376
+14,466
| +41% | +$830K | 0.01% | 656 |
|
|
2024
Q3 | $1.8M | Buy |
34,910
+13,865
| +66% | +$668K | 0.01% | 749 |
|
|
2024
Q2 | $1.01M | Buy |
21,045
+7,806
| +59% | +$374K | ﹤0.01% | 878 |
|
|
2024
Q1 | $605K | Buy |
13,239
+6,914
| +109% | +$291K | ﹤0.01% | 1061 |
|
|
2023
Q4 | $261K | Buy |
6,325
+4,339
| +218% | +$167K | ﹤0.01% | 1303 |
|
|
2023
Q3 | $79K | Buy |
1,986
+1,201
| +153% | +$46.4K | ﹤0.01% | 1775 |
|
|
2023
Q2 | $29K | Sell |
785
-13
| -2% | -$451 | ﹤0.01% | 2390 |
|
|
2023
Q1 | $27K | Buy |
798
+68
| +9% | +$2.28K | ﹤0.01% | 2287 |
|
|
2022
Q4 | $22K | Sell |
730
-44
| -6% | -$1.28K | ﹤0.01% | 2289 |
|
|
2022
Q3 | $19K | Buy |
774
+590
| +321% | +$17.8K | ﹤0.01% | 2249 |
|
|
2022
Q2 | $5K | Buy |
184
+50
| +37% | +$1.59K | ﹤0.01% | 2964 |
|
|
2022
Q1 | $5K | Buy |
134
+101
| +306% | +$3.3K | ﹤0.01% | 2826 |
|
|
2021
Q4 | $1K | Buy |
+33
| New | +$1.09K | ﹤0.01% | 3295 |
|
|
2021
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 2788 |
|
|
2021
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 2788 |
|
|
2020
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 2788 |
|
|
2020
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 2787 |
|
|
2020
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 2787 |
|
|
2020
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 2786 |
|
|
2019
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 2786 |
|
|
2019
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 2786 |
|
|
2019
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 2786 |
|
|
2019
Q1 | $1K | Buy |
21
+6
| +40% | +$262 | ﹤0.01% | 2785 |
|
|
2018
Q4 | $1K | Buy |
+15
| New | +$702 | ﹤0.01% | 1889 |
|
|
2017
Q1 | – | Sell |
-30
| Closed | -$1K | – | 1216 |
|
|
2016
Q4 | $1K | Buy |
+30
| New | +$1.39K | ﹤0.01% | 1044 |
|
Other funds holding FLS
VPM
DCP
VCM
N
Carson Wealth (CWM LLC)'s FLS Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Flowserve (FLS) stake by 7.3% in Q1 2026, buying an estimated $308K and bringing the position to 56,921 shares worth $4.18M. The position accounts for 0.01% of the portfolio, ranked #889.
Carson Wealth (CWM LLC) first reported a position in FLS in Q4 2016 and has held it in 30 quarters since. 621 funds tracked by Wall St. Rank hold FLS as of Q1 2026.
- Carson Wealth (CWM LLC) held 56,921 shares of Flowserve worth $4.18M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 3,888 Flowserve shares in Q1 2026, an estimated $308K.
- Flowserve made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #889 holding.
- Carson Wealth (CWM LLC) first reported a position in Flowserve in Q4 2016 and has held it in 30 quarters since.
- 621 funds tracked by Wall St. Rank held Flowserve as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.