Carson Wealth (CWM LLC)
HOG icon

Carson Wealth (CWM LLC)’s Harley-Davidson HOG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HOG Stock Details HOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$494K Buy
24,412
+17,663
+262% +$346K ﹤0.01% 2021
2025
Q4 		$138K Sell
6,749
-19,239
-74% -$473K ﹤0.01% 2839
2025
Q3 		$725K Buy
25,988
+16,164
+165% +$434K ﹤0.01% 1587
2025
Q2 		$232K Sell
9,824
-5,693
-37% -$135K ﹤0.01% 2048
2025
Q1 		$392K Sell
15,517
-2,259
-13% -$60.5K ﹤0.01% 1558
2024
Q4 		$536K Buy
17,776
+75
+0.4% +$2.48K ﹤0.01% 1349
2024
Q3 		$682K Sell
17,701
-404
-2% -$14.6K ﹤0.01% 1195
2024
Q2 		$607K Buy
18,105
+3,866
+27% +$140K ﹤0.01% 1115
2024
Q1 		$623K Sell
14,239
-128
-0.9% -$4.73K ﹤0.01% 1051
2023
Q4 		$529K Buy
14,367
+130
+0.9% +$4.01K ﹤0.01% 1041
2023
Q3 		$471K Buy
14,237
+104
+0.7% +$3.62K ﹤0.01% 998
2023
Q2 		$498K Sell
14,133
-3,691
-21% -$129K ﹤0.01% 937
2023
Q1 		$677K Sell
17,824
-1,372
-7% -$60.3K ﹤0.01% 787
2022
Q4 		$799K Sell
19,196
-1,663
-8% -$70.8K 0.01% 676
2022
Q3 		$728K Sell
20,859
-2,315
-10% -$86.9K 0.01% 639
2022
Q2 		$734K Buy
23,174
+1,364
+6% +$48.5K 0.01% 638
2022
Q1 		$859K Buy
21,810
+168
+0.8% +$6.48K 0.01% 599
2021
Q4 		$816K Buy
+21,642
New +$808K 0.01% 621
2021
Q2 		$934K Hold
20,387
– – 0.01% 572
2021
Q1 		$934K Hold
20,387
– – 0.01% 572
2020
Q4 		$934K Hold
20,387
– – 0.01% 572
2020
Q3 		$934K Hold
20,387
– – 0.01% 572
2020
Q2 		$934K Hold
20,387
– – 0.01% 572
2020
Q1 		$934K Hold
20,387
– – 0.01% 572
2019
Q4 		$934K Hold
20,387
– – 0.01% 572
2019
Q3 		$934K Hold
20,387
– – 0.01% 572
2019
Q2 		$934K Hold
20,387
– – 0.01% 572
2019
Q1 		$934K Buy
20,387
+19,805
+3,403% +$721K 0.01% 572
2018
Q4 		$20K Sell
582
-291
-33% -$11.4K ﹤0.01% 1141
2018
Q3 		$40K Buy
873
+373
+75% +$16.2K ﹤0.01% 786
2018
Q2 		$21K Hold
500
– – ﹤0.01% 828
2018
Q1 		$21K Hold
500
– – ﹤0.01% 696
2017
Q4 		$25K Sell
500
-205
-29% -$9.97K ﹤0.01% 656
2017
Q3 		$34K Sell
705
-24
-3% -$1.17K ﹤0.01% 593
2017
Q2 		$39K Buy
729
+502
+221% +$27.9K ﹤0.01% 510
2017
Q1 		$14K Sell
227
-39
-15% -$2.29K ﹤0.01% 680
2016
Q4 		$16K Buy
266
+170
+177% +$9.7K ﹤0.01% 629
2016
Q3 		$5K Buy
96
+71
+284% +$3.67K ﹤0.01% 824
2016
Q2 		$1K Hold
25
– – ﹤0.01% 745
2016
Q1 		$1K Hold
25
– – ﹤0.01% 709
2015
Q4 		$1K Hold
25
– – ﹤0.01% 641
2015
Q3 		$1K Buy
+25
New +$1.41K ﹤0.01% 608
2014
Q1 		– Sell
-98
Closed -$7K – 298
2013
Q4 		$7K Hold
98
– – ﹤0.01% 483
2013
Q3 		$6K Buy
+98
New +$5.8K ﹤0.01% 363

Other funds holding HOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Harley-Davidson (HOG) stake by 262% in Q1 2026, buying an estimated $346K and bringing the position to 24,412 shares worth $494K. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

Carson Wealth (CWM LLC) first reported a position in HOG in Q3 2013 and has held it in 44 quarters since. The position peaked at $934K in Q2 2021. 398 funds tracked by Wall St. Rank hold HOG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 24,412 shares of Harley-Davidson worth $494K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 17,663 Harley-Davidson shares in Q1 2026, an estimated $346K.
  • Harley-Davidson made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2021 holding.
  • Carson Wealth (CWM LLC) first reported a position in Harley-Davidson in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s Harley-Davidson position peaked at $934K in Q2 2021.
  • 398 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2026.

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