Carson Wealth (CWM LLC)’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.26M | Sell |
39,610
-14,021
| -26% | -$489K | ﹤0.01% | 1419 |
|
|
2025
Q4 | $2.34M | Buy |
53,631
+8,374
| +19% | +$391K | 0.01% | 1084 |
|
|
2025
Q3 | $2.29M | Buy |
45,257
+30,098
| +199% | +$1.59M | 0.01% | 1033 |
|
|
2025
Q2 | $832K | Buy |
15,159
+197
| +1% | +$11.4K | ﹤0.01% | 1343 |
|
|
2025
Q1 | $822K | Sell |
14,962
-6,166
| -29% | -$330K | ﹤0.01% | 1243 |
|
|
2024
Q4 | $1.12M | Sell |
21,128
-8,132
| -28% | -$478K | ﹤0.01% | 1020 |
|
|
2024
Q3 | $1.86M | Buy |
29,260
+12,941
| +79% | +$771K | 0.01% | 739 |
|
|
2024
Q2 | $885K | Buy |
16,319
+11,917
| +271% | +$593K | ﹤0.01% | 958 |
|
|
2024
Q1 | $216K | Sell |
4,402
-1,069
| -20% | -$50.8K | ﹤0.01% | 1480 |
|
|
2023
Q4 | $265K | Buy |
5,471
+1,190
| +28% | +$53K | ﹤0.01% | 1298 |
|
|
2023
Q3 | $184K | Buy |
4,281
+2,297
| +116% | +$84.8K | ﹤0.01% | 1343 |
|
|
2023
Q2 | $63K | Buy |
1,984
+907
| +84% | +$29.3K | ﹤0.01% | 1832 |
|
|
2023
Q1 | $38K | Sell |
1,077
-256
| -19% | -$9.47K | ﹤0.01% | 2056 |
|
|
2022
Q4 | $49K | Sell |
1,333
-100
| -7% | -$4.06K | ﹤0.01% | 1750 |
|
|
2022
Q3 | $61K | Buy |
1,433
+682
| +91% | +$28.9K | ﹤0.01% | 1569 |
|
|
2022
Q2 | $27K | Buy |
751
+599
| +394% | +$18.5K | ﹤0.01% | 1944 |
|
|
2022
Q1 | $4K | Sell |
152
-64
| -30% | -$1.55K | ﹤0.01% | 2931 |
|
|
2021
Q4 | $5K | Buy |
+216
| New | +$5.24K | ﹤0.01% | 2726 |
|
|
2021
Q2 | $4K | Hold |
171
| – | – | ﹤0.01% | 2439 |
|
|
2021
Q1 | $4K | Hold |
171
| – | – | ﹤0.01% | 2439 |
|
|
2020
Q4 | $4K | Hold |
171
| – | – | ﹤0.01% | 2438 |
|
|
2020
Q3 | $4K | Hold |
171
| – | – | ﹤0.01% | 2438 |
|
|
2020
Q2 | $4K | Hold |
171
| – | – | ﹤0.01% | 2438 |
|
|
2020
Q1 | $4K | Hold |
171
| – | – | ﹤0.01% | 2438 |
|
|
2019
Q4 | $4K | Hold |
171
| – | – | ﹤0.01% | 2437 |
|
|
2019
Q3 | $4K | Hold |
171
| – | – | ﹤0.01% | 2437 |
|
|
2019
Q2 | $4K | Hold |
171
| – | – | ﹤0.01% | 2437 |
|
|
2019
Q1 | $4K | Buy |
171
+111
| +185% | +$2.73K | ﹤0.01% | 2436 |
|
|
2018
Q4 | $2K | Sell |
60
-90
| -60% | -$2.4K | ﹤0.01% | 1752 |
|
|
2018
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 1394 |
|
|
2018
Q2 | $3K | Hold |
150
| – | – | ﹤0.01% | 1291 |
|
|
2018
Q1 | $4K | Sell |
150
-97
| -39% | -$2.55K | ﹤0.01% | 1049 |
|
|
2017
Q4 | $6K | Buy |
247
+97
| +65% | +$2.52K | ﹤0.01% | 1031 |
|
|
2017
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 1137 |
|
|
2017
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 881 |
|
|
2017
Q1 | $3K | Sell |
150
-3,600
| -96% | -$80.5K | ﹤0.01% | 938 |
|
|
2016
Q4 | $86K | Buy |
+3,750
| New | +$85.7K | 0.01% | 374 |
|
Other funds holding HRB
VPM
VCM
Carson Wealth (CWM LLC)'s HRB Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its H&R Block (HRB) stake by 26% in Q1 2026, selling an estimated $489K and leaving 39,610 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1419.
Carson Wealth (CWM LLC) first reported a position in HRB in Q4 2016 and has held it in 37 quarters since. The position peaked at $2.34M in Q4 2025. 484 funds tracked by Wall St. Rank hold HRB as of Q1 2026.
- Carson Wealth (CWM LLC) held 39,610 shares of H&R Block worth $1.26M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 14,021 H&R Block shares in Q1 2026, an estimated $489K.
- H&R Block made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1419 holding.
- Carson Wealth (CWM LLC) first reported a position in H&R Block in Q4 2016 and has held it in 37 quarters since.
- Carson Wealth (CWM LLC)'s H&R Block position peaked at $2.34M in Q4 2025.
- 484 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.