Carson Wealth (CWM LLC)’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $690K | Buy |
10,288
+4,074
| +66% | +$291K | ﹤0.01% | 1795 |
|
|
2025
Q4 | $400K | Buy |
6,214
+1,647
| +36% | +$110K | ﹤0.01% | 2060 |
|
|
2025
Q3 | $314K | Buy |
4,567
+229
| +5% | +$14.4K | ﹤0.01% | 2091 |
|
|
2025
Q2 | $240K | Buy |
4,338
+90
| +2% | +$4.27K | ﹤0.01% | 2012 |
|
|
2025
Q1 | $176K | Buy |
4,248
+264
| +7% | +$13.1K | ﹤0.01% | 2011 |
|
|
2024
Q4 | $176K | Sell |
3,984
-40
| -1% | -$1.68K | ﹤0.01% | 1908 |
|
|
2024
Q3 | $140K | Sell |
4,024
-464
| -10% | -$14.4K | ﹤0.01% | 1976 |
|
|
2024
Q2 | $138K | Buy |
4,488
+248
| +6% | +$7.4K | ﹤0.01% | 1783 |
|
|
2024
Q1 | $118K | Buy |
4,240
+1,008
| +31% | +$25.1K | ﹤0.01% | 1780 |
|
|
2023
Q4 | $67K | Sell |
3,232
-1,372
| -30% | -$28.1K | ﹤0.01% | 2005 |
|
|
2023
Q3 | $100K | Buy |
4,604
+1,052
| +30% | +$23.4K | ﹤0.01% | 1631 |
|
|
2023
Q2 | $74K | Buy |
3,552
+208
| +6% | +$4.1K | ﹤0.01% | 1734 |
|
|
2023
Q1 | $69K | Buy |
3,344
+304
| +10% | +$6.19K | ﹤0.01% | 1690 |
|
|
2022
Q4 | $55K | Sell |
3,040
-108
| -3% | -$2.02K | ﹤0.01% | 1678 |
|
|
2022
Q3 | $50K | Buy |
3,148
+536
| +21% | +$8.26K | ﹤0.01% | 1653 |
|
|
2022
Q2 | $36K | Buy |
2,612
+1,512
| +137% | +$22.4K | ﹤0.01% | 1782 |
|
|
2022
Q1 | $18K | Buy |
1,100
+916
| +498% | +$15.8K | ﹤0.01% | 2138 |
|
|
2021
Q4 | $4K | Buy |
+184
| New | +$3.42K | ﹤0.01% | 2840 |
|
|
2021
Q2 | $7K | Hold |
416
| – | – | ﹤0.01% | 2248 |
|
|
2021
Q1 | $7K | Hold |
416
| – | – | ﹤0.01% | 2248 |
|
|
2020
Q4 | $7K | Hold |
416
| – | – | ﹤0.01% | 2248 |
|
|
2020
Q3 | $7K | Hold |
416
| – | – | ﹤0.01% | 2246 |
|
|
2020
Q2 | $7K | Hold |
416
| – | – | ﹤0.01% | 2246 |
|
|
2020
Q1 | $7K | Hold |
416
| – | – | ﹤0.01% | 2246 |
|
|
2019
Q4 | $7K | Hold |
416
| – | – | ﹤0.01% | 2246 |
|
|
2019
Q3 | $7K | Hold |
416
| – | – | ﹤0.01% | 2245 |
|
|
2019
Q2 | $7K | Hold |
416
| – | – | ﹤0.01% | 2245 |
|
|
2019
Q1 | $7K | Sell |
416
-220,608
| -100% | -$2.9M | ﹤0.01% | 2245 |
|
|
2018
Q4 | $2.44M | Buy |
221,024
+44,144
| +25% | +$589K | 0.06% | 257 |
|
|
2018
Q3 | $2.45M | Buy |
176,880
+52,624
| +42% | +$798K | 0.06% | 237 |
|
|
2018
Q2 | $2M | Buy |
124,256
+3,332
| +3% | +$60.3K | 0.07% | 215 |
|
|
2018
Q1 | $2.03M | Sell |
120,924
-55,396
| -31% | -$917K | 0.08% | 172 |
|
|
2017
Q4 | $2.61M | Sell |
176,320
-11,108
| -6% | -$151K | 0.12% | 145 |
|
|
2017
Q3 | $2.11M | Sell |
187,428
-5,872
| -3% | -$59.9K | 0.1% | 150 |
|
|
2017
Q2 | $1.81M | Buy |
+193,300
| New | +$1.72M | 0.09% | 161 |
|
Other funds holding IBKR
CCM
GWM
Carson Wealth (CWM LLC)'s IBKR Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Interactive Brokers (IBKR) stake by 66% in Q1 2026, buying an estimated $291K and bringing the position to 10,288 shares worth $690K. The position accounts for ﹤0.01% of the portfolio, ranked #1795.
Carson Wealth (CWM LLC) first reported a position in IBKR in Q2 2017 and has held it in 35 quarters since. The position peaked at $2.61M in Q4 2017. 998 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.
- Carson Wealth (CWM LLC) held 10,288 shares of Interactive Brokers worth $690K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 4,074 Interactive Brokers shares in Q1 2026, an estimated $291K.
- Interactive Brokers made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1795 holding.
- Carson Wealth (CWM LLC) first reported a position in Interactive Brokers in Q2 2017 and has held it in 35 quarters since.
- Carson Wealth (CWM LLC)'s Interactive Brokers position peaked at $2.61M in Q4 2017.
- 998 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.