Carson Wealth (CWM LLC)’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.3M | Sell |
173,240
-9,635
| -5% | -$816K | 0.04% | 432 |
|
|
2025
Q4 | $14.4M | Buy |
182,875
+60,167
| +49% | +$4.3M | 0.04% | 405 |
|
|
2025
Q3 | $8.71M | Sell |
122,708
-6,387
| -5% | -$415K | 0.03% | 515 |
|
|
2025
Q2 | $7.85M | Sell |
129,095
-1,755
| -1% | -$99.9K | 0.03% | 455 |
|
|
2025
Q1 | $7.51M | Sell |
130,850
-9,530
| -7% | -$521K | 0.03% | 415 |
|
|
2024
Q4 | $6.94M | Sell |
140,380
-11,908
| -8% | -$552K | 0.03% | 402 |
|
|
2024
Q3 | $6.88M | Sell |
152,288
-6,698
| -4% | -$290K | 0.03% | 378 |
|
|
2024
Q2 | $6.92M | Sell |
158,986
-8,467
| -5% | -$364K | 0.03% | 357 |
|
|
2024
Q1 | $6.59M | Sell |
167,453
-10,382
| -6% | -$405K | 0.03% | 370 |
|
|
2023
Q4 | $7.21M | Buy |
177,835
+172,920
| +3,518% | +$6.69M | 0.04% | 335 |
|
|
2023
Q3 | $194K | Buy |
4,915
+1,056
| +27% | +$41.6K | ﹤0.01% | 1325 |
|
|
2023
Q2 | $153K | Buy |
3,859
+538
| +16% | +$20.1K | ﹤0.01% | 1359 |
|
|
2023
Q1 | $113K | Buy |
3,321
+651
| +24% | +$23.4K | ﹤0.01% | 1432 |
|
|
2022
Q4 | $83K | Sell |
2,670
-1,553
| -37% | -$44.1K | ﹤0.01% | 1464 |
|
|
2022
Q3 | $110K | Buy |
4,223
+95
| +2% | +$2.95K | ﹤0.01% | 1297 |
|
|
2022
Q2 | $135K | Buy |
4,128
+817
| +25% | +$26.5K | ﹤0.01% | 1194 |
|
|
2022
Q1 | $113K | Buy |
3,311
+1,783
| +117% | +$61.5K | ﹤0.01% | 1280 |
|
|
2021
Q4 | $46K | Buy |
+1,528
| New | +$44.6K | ﹤0.01% | 1605 |
|
|
2021
Q2 | $31K | Hold |
1,079
| – | – | ﹤0.01% | 1600 |
|
|
2021
Q1 | $31K | Hold |
1,079
| – | – | ﹤0.01% | 1600 |
|
|
2020
Q4 | $31K | Hold |
1,079
| – | – | ﹤0.01% | 1600 |
|
|
2020
Q3 | $31K | Hold |
1,079
| – | – | ﹤0.01% | 1600 |
|
|
2020
Q2 | $31K | Hold |
1,079
| – | – | ﹤0.01% | 1600 |
|
|
2020
Q1 | $31K | Hold |
1,079
| – | – | ﹤0.01% | 1600 |
|
|
2019
Q4 | $31K | Hold |
1,079
| – | – | ﹤0.01% | 1600 |
|
|
2019
Q3 | $31K | Hold |
1,079
| – | – | ﹤0.01% | 1600 |
|
|
2019
Q2 | $31K | Sell |
1,079
-13
| -1% | -$545 | ﹤0.01% | 1600 |
|
|
2019
Q1 | $31K | Buy |
1,092
+309
| +39% | +$12.5K | ﹤0.01% | 1600 |
|
|
2018
Q4 | $31K | Buy |
783
+268
| +52% | +$10.7K | ﹤0.01% | 1006 |
|
|
2018
Q3 | $22K | Buy |
515
+27
| +6% | +$1.17K | ﹤0.01% | 927 |
|
|
2018
Q2 | $22K | Sell |
488
-48
| -9% | -$2.2K | ﹤0.01% | 814 |
|
|
2018
Q1 | $24K | Buy |
536
+196
| +58% | +$9.33K | ﹤0.01% | 681 |
|
|
2017
Q4 | $16K | Buy |
340
+309
| +997% | +$14K | ﹤0.01% | 748 |
|
|
2017
Q3 | $1K | Buy |
+31
| New | +$1.37K | ﹤0.01% | 1371 |
|
|
2017
Q2 | – | Sell |
-45
| Closed | -$2K | – | 1241 |
|
|
2017
Q1 | $2K | Buy |
+45
| New | +$1.69K | ﹤0.01% | 984 |
|
|
2016
Q4 | – | Sell |
-62
| Closed | -$2K | – | 1132 |
|
|
2016
Q3 | $2K | Buy |
+62
| New | +$1.95K | ﹤0.01% | 916 |
|
|
2016
Q1 | – | Sell |
-31
| Closed | -$1K | – | 779 |
|
|
2015
Q4 | $1K | Buy |
+31
| New | +$1.09K | ﹤0.01% | 642 |
|
Other funds holding HSBC
Carson Wealth (CWM LLC)'s HSBC Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its HSBC (HSBC) stake by 5.3% in Q1 2026, selling an estimated $816K and leaving 173,240 shares worth $14.3M. The position accounts for 0.04% of the portfolio, ranked #432.
Carson Wealth (CWM LLC) first reported a position in HSBC in Q4 2015 and has held it in 37 quarters since. The position peaked at $14.4M in Q4 2025. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.
- Carson Wealth (CWM LLC) held 173,240 shares of HSBC worth $14.3M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 9,635 HSBC shares in Q1 2026, an estimated $816K.
- HSBC made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #432 holding.
- Carson Wealth (CWM LLC) first reported a position in HSBC in Q4 2015 and has held it in 37 quarters since.
- Carson Wealth (CWM LLC)'s HSBC position peaked at $14.4M in Q4 2025.
- 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.