Carson Wealth (CWM LLC)’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $343K | Buy |
1,250
+32
| +3% | +$10.3K | ﹤0.01% | 2297 |
|
|
2025
Q4 | $394K | Sell |
1,218
-3
| -0.2% | -$948 | ﹤0.01% | 2069 |
|
|
2025
Q3 | $394K | Buy |
1,221
+212
| +21% | +$67.5K | ﹤0.01% | 1933 |
|
|
2025
Q2 | $331K | Buy |
1,009
+16
| +2% | +$4.43K | ﹤0.01% | 1797 |
|
|
2025
Q1 | $265K | Buy |
993
+65
| +7% | +$15.8K | ﹤0.01% | 1747 |
|
|
2024
Q4 | $221K | Buy |
928
+12
| +1% | +$3.11K | ﹤0.01% | 1766 |
|
|
2024
Q3 | $240K | Sell |
916
-1
| -0.1% | -$242 | ﹤0.01% | 1662 |
|
|
2024
Q2 | $205K | Sell |
917
-85
| -8% | -$17.9K | ﹤0.01% | 1577 |
|
|
2024
Q1 | $191K | Buy |
1,002
+129
| +15% | +$23.9K | ﹤0.01% | 1540 |
|
|
2023
Q4 | $156K | Buy |
873
+23
| +3% | +$3.89K | ﹤0.01% | 1531 |
|
|
2023
Q3 | $138K | Buy |
850
+57
| +7% | +$9.67K | ﹤0.01% | 1467 |
|
|
2023
Q2 | $140K | Buy |
793
+80
| +11% | +$13.5K | ﹤0.01% | 1396 |
|
|
2023
Q1 | $122K | Sell |
713
-4
| -0.6% | -$674 | ﹤0.01% | 1390 |
|
|
2022
Q4 | $110K | Sell |
717
-95
| -12% | -$14.8K | ﹤0.01% | 1342 |
|
|
2022
Q3 | $117K | Sell |
812
-25
| -3% | -$3.75K | ﹤0.01% | 1273 |
|
|
2022
Q2 | $110K | Buy |
837
+15
| +2% | +$2.11K | ﹤0.01% | 1277 |
|
|
2022
Q1 | $126K | Buy |
822
+316
| +62% | +$45.9K | ﹤0.01% | 1238 |
|
|
2021
Q4 | $73K | Buy |
+506
| New | +$71.3K | ﹤0.01% | 1425 |
|
|
2021
Q2 | $12K | Hold |
86
| – | – | ﹤0.01% | 2021 |
|
|
2021
Q1 | $12K | Hold |
86
| – | – | ﹤0.01% | 2021 |
|
|
2020
Q4 | $12K | Hold |
86
| – | – | ﹤0.01% | 2021 |
|
|
2020
Q3 | $12K | Hold |
86
| – | – | ﹤0.01% | 2020 |
|
|
2020
Q2 | $12K | Hold |
86
| – | – | ﹤0.01% | 2020 |
|
|
2020
Q1 | $12K | Hold |
86
| – | – | ﹤0.01% | 2020 |
|
|
2019
Q4 | $12K | Hold |
86
| – | – | ﹤0.01% | 2020 |
|
|
2019
Q3 | $12K | Hold |
86
| – | – | ﹤0.01% | 2020 |
|
|
2019
Q2 | $12K | Hold |
86
| – | – | ﹤0.01% | 2020 |
|
|
2019
Q1 | $12K | Sell |
86
-102
| -54% | -$8.9K | ﹤0.01% | 2020 |
|
|
2018
Q4 | $15K | Sell |
188
-7
| -4% | -$584 | ﹤0.01% | 1217 |
|
|
2018
Q3 | $18K | Buy |
195
+50
| +34% | +$4.11K | ﹤0.01% | 974 |
|
|
2018
Q2 | $11K | Hold |
145
| – | – | ﹤0.01% | 976 |
|
|
2018
Q1 | $10K | Sell |
145
-37
| -20% | -$2.42K | ﹤0.01% | 849 |
|
|
2017
Q4 | $9K | Hold |
182
| – | – | ﹤0.01% | 911 |
|
|
2017
Q3 | $8K | Buy |
+182
| New | +$7.73K | ﹤0.01% | 941 |
|
Other funds holding HEI
DAM
Carson Wealth (CWM LLC)'s HEI Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its HEICO Corp (HEI) stake by 2.6% in Q1 2026, buying an estimated $10.3K and bringing the position to 1,250 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #2297.
Carson Wealth (CWM LLC) first reported a position in HEI in Q3 2017 and has held it in 34 quarters since. The position peaked at $394K in Q4 2025. 737 funds tracked by Wall St. Rank hold HEI as of Q1 2026.
- Carson Wealth (CWM LLC) held 1,250 shares of HEICO Corp worth $343K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 32 HEICO Corp shares in Q1 2026, an estimated $10.3K.
- HEICO Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2297 holding.
- Carson Wealth (CWM LLC) first reported a position in HEICO Corp in Q3 2017 and has held it in 34 quarters since.
- Carson Wealth (CWM LLC)'s HEICO Corp position peaked at $394K in Q4 2025.
- 737 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.