Carson Wealth (CWM LLC)’s Graco GGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.53M | Buy |
18,049
+5,265
| +41% | +$466K | ﹤0.01% | 1319 |
|
|
2025
Q4 | $1.05M | Sell |
12,784
-3,985
| -24% | -$328K | ﹤0.01% | 1468 |
|
|
2025
Q3 | $1.43M | Buy |
16,769
+221
| +1% | +$18.9K | ﹤0.01% | 1238 |
|
|
2025
Q2 | $1.42M | Buy |
16,548
+13,640
| +469% | +$1.13M | 0.01% | 1082 |
|
|
2025
Q1 | $243K | Buy |
2,908
+1,221
| +72% | +$103K | ﹤0.01% | 1796 |
|
|
2024
Q4 | $142K | Buy |
1,687
+236
| +16% | +$20.5K | ﹤0.01% | 2060 |
|
|
2024
Q3 | $127K | Buy |
1,451
+58
| +4% | +$4.76K | ﹤0.01% | 2040 |
|
|
2024
Q2 | $110K | Sell |
1,393
-218
| -14% | -$18.2K | ﹤0.01% | 1909 |
|
|
2024
Q1 | $151K | Buy |
1,611
+220
| +16% | +$19.5K | ﹤0.01% | 1654 |
|
|
2023
Q4 | $121K | Sell |
1,391
-364
| -21% | -$28.6K | ﹤0.01% | 1639 |
|
|
2023
Q3 | $128K | Sell |
1,755
-3
| -0.2% | -$237 | ﹤0.01% | 1504 |
|
|
2023
Q2 | $152K | Buy |
1,758
+311
| +21% | +$24.2K | ﹤0.01% | 1364 |
|
|
2023
Q1 | $106K | Sell |
1,447
-70
| -5% | -$4.86K | ﹤0.01% | 1467 |
|
|
2022
Q4 | $102K | Sell |
1,517
-52
| -3% | -$3.47K | ﹤0.01% | 1372 |
|
|
2022
Q3 | $94K | Buy |
1,569
+407
| +35% | +$26.1K | ﹤0.01% | 1362 |
|
|
2022
Q2 | $69K | Sell |
1,162
-279
| -19% | -$17.5K | ﹤0.01% | 1474 |
|
|
2022
Q1 | $100K | Buy |
1,441
+872
| +153% | +$62.8K | ﹤0.01% | 1326 |
|
|
2021
Q4 | $46K | Buy |
+569
| New | +$43.2K | ﹤0.01% | 1604 |
|
|
2021
Q2 | $36K | Hold |
477
| – | – | ﹤0.01% | 1538 |
|
|
2021
Q1 | $36K | Hold |
477
| – | – | ﹤0.01% | 1538 |
|
|
2020
Q4 | $36K | Hold |
477
| – | – | ﹤0.01% | 1538 |
|
|
2020
Q3 | $36K | Hold |
477
| – | – | ﹤0.01% | 1538 |
|
|
2020
Q2 | $36K | Hold |
477
| – | – | ﹤0.01% | 1538 |
|
|
2020
Q1 | $36K | Hold |
477
| – | – | ﹤0.01% | 1538 |
|
|
2019
Q4 | $36K | Hold |
477
| – | – | ﹤0.01% | 1538 |
|
|
2019
Q3 | $36K | Hold |
477
| – | – | ﹤0.01% | 1538 |
|
|
2019
Q2 | $36K | Hold |
477
| – | – | ﹤0.01% | 1538 |
|
|
2019
Q1 | $36K | Buy |
477
+465
| +3,875% | +$21.1K | ﹤0.01% | 1538 |
|
|
2018
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1894 |
|
|
2018
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1667 |
|
|
2018
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 1523 |
|
|
2018
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 1273 |
|
|
2017
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1351 |
|
|
2017
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 1502 |
|
|
2017
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 1231 |
|
|
2017
Q1 | $0 | Buy |
+12
| New | +$362 | ﹤0.01% | 1222 |
|
Other funds holding GGG
MPI
PAM
Carson Wealth (CWM LLC)'s GGG Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Graco (GGG) stake by 41% in Q1 2026, buying an estimated $466K and bringing the position to 18,049 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1319.
Carson Wealth (CWM LLC) first reported a position in GGG in Q1 2017 and has held it in 36 quarters since. 762 funds tracked by Wall St. Rank hold GGG as of Q1 2026.
- Carson Wealth (CWM LLC) held 18,049 shares of Graco worth $1.53M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 5,265 Graco shares in Q1 2026, an estimated $466K.
- Graco made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1319 holding.
- Carson Wealth (CWM LLC) first reported a position in Graco in Q1 2017 and has held it in 36 quarters since.
- 762 funds tracked by Wall St. Rank held Graco as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.