Carson Wealth (CWM LLC)’s Hancock Whitney HWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $531K | Buy |
8,358
+199
| +2% | +$13.3K | ﹤0.01% | 1970 |
|
|
2025
Q4 | $520K | Sell |
8,159
-86
| -1% | -$5.22K | ﹤0.01% | 1892 |
|
|
2025
Q3 | $516K | Buy |
8,245
+418
| +5% | +$25.6K | ﹤0.01% | 1779 |
|
|
2025
Q2 | $449K | Buy |
7,827
+3,724
| +91% | +$198K | ﹤0.01% | 1637 |
|
|
2025
Q1 | $215K | Buy |
4,103
+950
| +30% | +$53.4K | ﹤0.01% | 1877 |
|
|
2024
Q4 | $173K | Buy |
3,153
+491
| +18% | +$27.2K | ﹤0.01% | 1922 |
|
|
2024
Q3 | $136K | Buy |
2,662
+1,677
| +170% | +$85.3K | ﹤0.01% | 1998 |
|
|
2024
Q2 | $47K | Buy |
985
+718
| +269% | +$32.8K | ﹤0.01% | 2508 |
|
|
2024
Q1 | $12K | Buy |
267
+141
| +112% | +$6.26K | ﹤0.01% | 3228 |
|
|
2023
Q4 | $6K | Sell |
126
-220
| -64% | -$8.8K | ﹤0.01% | 3429 |
|
|
2023
Q3 | $13K | Buy |
346
+7
| +2% | +$286 | ﹤0.01% | 2981 |
|
|
2023
Q2 | $13K | Buy |
339
+171
| +102% | +$6.35K | ﹤0.01% | 2920 |
|
|
2023
Q1 | $6K | Sell |
168
-316
| -65% | -$14.7K | ﹤0.01% | 3206 |
|
|
2022
Q4 | $23K | Buy |
484
+185
| +62% | +$9.57K | ﹤0.01% | 2267 |
|
|
2022
Q3 | $14K | Buy |
299
+166
| +125% | +$7.99K | ﹤0.01% | 2468 |
|
|
2022
Q2 | $6K | Sell |
133
-7
| -5% | -$333 | ﹤0.01% | 2890 |
|
|
2022
Q1 | $7K | Buy |
140
+61
| +77% | +$3.29K | ﹤0.01% | 2683 |
|
|
2021
Q4 | $4K | Buy |
+79
| New | +$3.94K | ﹤0.01% | 2838 |
|
|
2021
Q2 | $4K | Hold |
79
| – | – | ﹤0.01% | 2442 |
|
|
2021
Q1 | $4K | Hold |
79
| – | – | ﹤0.01% | 2442 |
|
|
2020
Q4 | $4K | Hold |
79
| – | – | ﹤0.01% | 2441 |
|
|
2020
Q3 | $4K | Hold |
79
| – | – | ﹤0.01% | 2441 |
|
|
2020
Q2 | $4K | Hold |
79
| – | – | ﹤0.01% | 2441 |
|
|
2020
Q1 | $4K | Hold |
79
| – | – | ﹤0.01% | 2441 |
|
|
2019
Q4 | $4K | Hold |
79
| – | – | ﹤0.01% | 2440 |
|
|
2019
Q3 | $4K | Hold |
79
| – | – | ﹤0.01% | 2440 |
|
|
2019
Q2 | $4K | Hold |
79
| – | – | ﹤0.01% | 2440 |
|
|
2019
Q1 | $4K | Buy |
79
+49
| +163% | +$2.01K | ﹤0.01% | 2439 |
|
|
2018
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 1906 |
|
|
2018
Q3 | $1K | Sell |
30
-20
| -40% | -$1.01K | ﹤0.01% | 1673 |
|
|
2018
Q2 | $2K | Buy |
50
+20
| +67% | +$1.01K | ﹤0.01% | 1380 |
|
|
2018
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 1173 |
|
|
2017
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 1358 |
|
|
2017
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 1372 |
|
|
2017
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 1095 |
|
|
2017
Q1 | $1K | Buy |
+30
| New | +$1.37K | ﹤0.01% | 1061 |
|
Other funds holding HWC
Carson Wealth (CWM LLC)'s HWC Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Hancock Whitney (HWC) stake by 2.4% in Q1 2026, buying an estimated $13.3K and bringing the position to 8,358 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #1970.
Carson Wealth (CWM LLC) first reported a position in HWC in Q1 2017 and has held it in 36 quarters since. 386 funds tracked by Wall St. Rank hold HWC as of Q1 2026.
- Carson Wealth (CWM LLC) held 8,358 shares of Hancock Whitney worth $531K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 199 Hancock Whitney shares in Q1 2026, an estimated $13.3K.
- Hancock Whitney made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1970 holding.
- Carson Wealth (CWM LLC) first reported a position in Hancock Whitney in Q1 2017 and has held it in 36 quarters since.
- 386 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.