Carson Wealth (CWM LLC)’s Graham Holdings Company GHC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GHC Stock Details GHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$660K	Sell	624 -12	-2%	-$13.2K	﹤0.01%	1819
2025 Q4	$699K	Sell	636 -284	-31%	-$304K	﹤0.01%	1713
2025 Q3	$1.08M	Buy	920 +707	+332%	+$731K	﹤0.01%	1359
2025 Q2	$202K	Buy	213 +171	+407%	+$161K	﹤0.01%	2161
2025 Q1	$40K	Buy	42 +21	+100%	+$19.5K	﹤0.01%	3163
2024 Q4	$18K	Buy	21 +12	+133%	+$10.5K	﹤0.01%	3510
2024 Q3	$7K	Buy	9 +4	+80%	+$3.04K	﹤0.01%	3939
2024 Q2	$3K	Buy	5 +3	+150%	+$2.19K	﹤0.01%	4068
2024 Q1	$2K	Buy	2 +1	+100%	+$716	﹤0.01%	3978
2023 Q4	$1K	Sell	1 -9	-90%	-$5.6K	﹤0.01%	3957
2023 Q3	$6K	Hold	10	–	–	﹤0.01%	3367
2023 Q2	$6K	Buy	10 +1	+11%	+$579	﹤0.01%	3346
2023 Q1	$5K	Hold	9	–	–	﹤0.01%	3289
2022 Q4	$5K	Hold	9	–	–	﹤0.01%	3171
2022 Q3	$5K	Buy	+9	New	+$5.15K	﹤0.01%	3065
2022 Q1	–	Sell	-2	Closed	-$1K	–	3639
2021 Q4	$1K	Buy	+2	New	+$1.18K	﹤0.01%	3303
2016 Q2	–	Sell	-339	Closed	-$163K	–	821
2016 Q1	$163K	Buy	+339	New	+$161K	0.01%	243

Other funds holding GHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

WCM

Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GHC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Graham Holdings Company (GHC) stake by 1.9% in Q1 2026, selling an estimated $13.2K and leaving 624 shares worth $660K. The position accounts for ﹤0.01% of the portfolio, ranked #1819.

Carson Wealth (CWM LLC) first reported a position in GHC in Q1 2016 and has held it in 17 quarters since. The position peaked at $1.08M in Q3 2025. 331 funds tracked by Wall St. Rank hold GHC as of Q1 2026.

Carson Wealth (CWM LLC) held 624 shares of Graham Holdings Company worth $660K as of Q1 2026.
Carson Wealth (CWM LLC) sold 12 Graham Holdings Company shares in Q1 2026, an estimated $13.2K.
Graham Holdings Company made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1819 holding.
Carson Wealth (CWM LLC) first reported a position in Graham Holdings Company in Q1 2016 and has held it in 17 quarters since.
Carson Wealth (CWM LLC)'s Graham Holdings Company position peaked at $1.08M in Q3 2025.
331 funds tracked by Wall St. Rank held Graham Holdings Company as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.