Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Graphic Packaging GPK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GPK Stock Details GPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.02M Sell
102,925
-20,091
-16% -$253K ﹤0.01% 1526
2025
Q4 		$1.85M Buy
123,016
+121,147
+6,482% +$1.99M 0.01% 1182
2025
Q3 		$37K Buy
1,869
+442
+31% +$9.61K ﹤0.01% 3751
2025
Q2 		$30K Sell
1,427
-595
-29% -$13.8K ﹤0.01% 3646
2025
Q1 		$52K Sell
2,022
-226
-10% -$6.05K ﹤0.01% 2957
2024
Q4 		$61K Sell
2,248
-154
-6% -$4.45K ﹤0.01% 2645
2024
Q3 		$71K Buy
2,402
+266
+12% +$7.57K ﹤0.01% 2424
2024
Q2 		$56K Sell
2,136
-1,407
-40% -$38.9K ﹤0.01% 2398
2024
Q1 		$103K Sell
3,543
-480
-12% -$12.6K ﹤0.01% 1869
2023
Q4 		$99K Buy
4,023
+1,775
+79% +$39.8K ﹤0.01% 1782
2023
Q3 		$50K Buy
2,248
+284
+14% +$6.52K ﹤0.01% 2060
2023
Q2 		$47K Buy
1,964
+239
+14% +$6K ﹤0.01% 2037
2023
Q1 		$44K Sell
1,725
-1,557
-47% -$36.6K ﹤0.01% 1949
2022
Q4 		$73K Buy
3,282
+924
+39% +$20.3K ﹤0.01% 1521
2022
Q3 		$47K Sell
2,358
-1,059
-31% -$23.2K ﹤0.01% 1684
2022
Q2 		$70K Sell
3,417
-2,704
-44% -$57.1K ﹤0.01% 1463
2022
Q1 		$123K Sell
6,121
-13,114
-68% -$255K ﹤0.01% 1248
2021
Q4 		$375K Buy
+19,235
New +$385K ﹤0.01% 806
2021
Q2 		$1K Hold
68
– – ﹤0.01% 2796
2021
Q1 		$1K Hold
68
– – ﹤0.01% 2796
2020
Q4 		$1K Hold
68
– – ﹤0.01% 2796
2020
Q3 		$1K Hold
68
– – ﹤0.01% 2795
2020
Q2 		$1K Hold
68
– – ﹤0.01% 2795
2020
Q1 		$1K Hold
68
– – ﹤0.01% 2794
2019
Q4 		$1K Hold
68
– – ﹤0.01% 2794
2019
Q3 		$1K Hold
68
– – ﹤0.01% 2794
2019
Q2 		$1K Hold
68
– – ﹤0.01% 2794
2019
Q1 		$1K Buy
+68
New +$826 ﹤0.01% 2793

Other funds holding GPK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Graphic Packaging (GPK) stake by 16% in Q1 2026, selling an estimated $253K and leaving 102,925 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

Carson Wealth (CWM LLC) first reported a position in GPK in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.85M in Q4 2025. 444 funds tracked by Wall St. Rank hold GPK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 102,925 shares of Graphic Packaging worth $1.02M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 20,091 Graphic Packaging shares in Q1 2026, an estimated $253K.
  • Graphic Packaging made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1526 holding.
  • Carson Wealth (CWM LLC) first reported a position in Graphic Packaging in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Graphic Packaging position peaked at $1.85M in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Graphic Packaging as of Q1 2026.

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