Carson Wealth (CWM LLC)’s Fulton Financial FULT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $544K | Buy |
26,742
+665
| +3% | +$13.7K | ﹤0.01% | 1951 |
|
|
2025
Q4 | $504K | Sell |
26,077
-49
| -0.2% | -$902 | ﹤0.01% | 1912 |
|
|
2025
Q3 | $487K | Buy |
26,126
+2,464
| +10% | +$46.6K | ﹤0.01% | 1820 |
|
|
2025
Q2 | $427K | Sell |
23,662
-1,075
| -4% | -$18.4K | ﹤0.01% | 1663 |
|
|
2025
Q1 | $447K | Buy |
24,737
+286
| +1% | +$5.57K | ﹤0.01% | 1496 |
|
|
2024
Q4 | $471K | Buy |
24,451
+710
| +3% | +$13.9K | ﹤0.01% | 1403 |
|
|
2024
Q3 | $430K | Buy |
23,741
+3,896
| +20% | +$71K | ﹤0.01% | 1385 |
|
|
2024
Q2 | $337K | Sell |
19,845
-256
| -1% | -$4.15K | ﹤0.01% | 1343 |
|
|
2024
Q1 | $319K | Sell |
20,101
-4,270
| -18% | -$66.7K | ﹤0.01% | 1303 |
|
|
2023
Q4 | $401K | Buy |
24,371
+188
| +0.8% | +$2.64K | ﹤0.01% | 1144 |
|
|
2023
Q3 | $293K | Buy |
24,183
+389
| +2% | +$5.1K | ﹤0.01% | 1162 |
|
|
2023
Q2 | $284K | Sell |
23,794
-30,809
| -56% | -$371K | ﹤0.01% | 1131 |
|
|
2023
Q1 | $755K | Sell |
54,603
-1,879
| -3% | -$30.4K | 0.01% | 750 |
|
|
2022
Q4 | $951K | Buy |
56,482
+53,949
| +2,130% | +$946K | 0.01% | 633 |
|
|
2022
Q3 | $40K | Sell |
2,533
-8,909
| -78% | -$144K | ﹤0.01% | 1768 |
|
|
2022
Q2 | $165K | Buy |
11,442
+128
| +1% | +$1.98K | ﹤0.01% | 1117 |
|
|
2022
Q1 | $188K | Buy |
11,314
+1,739
| +18% | +$31.1K | ﹤0.01% | 1057 |
|
|
2021
Q4 | $163K | Buy |
+9,575
| New | +$158K | ﹤0.01% | 1106 |
|
|
2021
Q2 | $148K | Hold |
9,352
| – | – | ﹤0.01% | 1000 |
|
|
2021
Q1 | $148K | Hold |
9,352
| – | – | ﹤0.01% | 1000 |
|
|
2020
Q4 | $148K | Hold |
9,352
| – | – | ﹤0.01% | 1000 |
|
|
2020
Q3 | $148K | Hold |
9,352
| – | – | ﹤0.01% | 1000 |
|
|
2020
Q2 | $148K | Hold |
9,352
| – | – | ﹤0.01% | 1000 |
|
|
2020
Q1 | $148K | Hold |
9,352
| – | – | ﹤0.01% | 1000 |
|
|
2019
Q4 | $148K | Hold |
9,352
| – | – | ﹤0.01% | 1000 |
|
|
2019
Q3 | $148K | Hold |
9,352
| – | – | ﹤0.01% | 1000 |
|
|
2019
Q2 | $148K | Hold |
9,352
| – | – | ﹤0.01% | 1000 |
|
|
2019
Q1 | $148K | Buy |
9,352
+1,356
| +17% | +$22.2K | ﹤0.01% | 1000 |
|
|
2018
Q4 | $124K | Buy |
7,996
+76
| +1% | +$1.24K | ﹤0.01% | 687 |
|
|
2018
Q3 | $132K | Buy |
7,920
+55
| +0.7% | +$962 | ﹤0.01% | 578 |
|
|
2018
Q2 | $130K | Buy |
7,865
+53
| +0.7% | +$919 | ﹤0.01% | 488 |
|
|
2018
Q1 | $139K | Buy |
7,812
+5,138
| +192% | +$94.8K | 0.01% | 408 |
|
|
2017
Q4 | $48K | Buy |
2,674
+2,607
| +3,891% | +$47.9K | ﹤0.01% | 538 |
|
|
2017
Q3 | $1K | Hold |
67
| – | – | ﹤0.01% | 1368 |
|
|
2017
Q2 | $1K | Hold |
67
| – | – | ﹤0.01% | 1092 |
|
|
2017
Q1 | $1K | Buy |
+67
| New | +$1.24K | ﹤0.01% | 1055 |
|
Other funds holding FULT
Carson Wealth (CWM LLC)'s FULT Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Fulton Financial (FULT) stake by 2.6% in Q1 2026, buying an estimated $13.7K and bringing the position to 26,742 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #1951.
Carson Wealth (CWM LLC) first reported a position in FULT in Q1 2017 and has held it in 36 quarters since. The position peaked at $951K in Q4 2022. 336 funds tracked by Wall St. Rank hold FULT as of Q1 2026.
- Carson Wealth (CWM LLC) held 26,742 shares of Fulton Financial worth $544K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 665 Fulton Financial shares in Q1 2026, an estimated $13.7K.
- Fulton Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1951 holding.
- Carson Wealth (CWM LLC) first reported a position in Fulton Financial in Q1 2017 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s Fulton Financial position peaked at $951K in Q4 2022.
- 336 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.