Carson Wealth (CWM LLC)’s InterDigital IDCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $813K | Sell |
2,692
-5
| -0.2% | -$1.7K | ﹤0.01% | 1671 |
|
|
2025
Q4 | $859K | Buy |
2,697
+1,133
| +72% | +$401K | ﹤0.01% | 1587 |
|
|
2025
Q3 | $540K | Buy |
1,564
+395
| +34% | +$107K | ﹤0.01% | 1750 |
|
|
2025
Q2 | $262K | Buy |
1,169
+31
| +3% | +$6.57K | ﹤0.01% | 1956 |
|
|
2025
Q1 | $235K | Buy |
1,138
+220
| +24% | +$44.3K | ﹤0.01% | 1819 |
|
|
2024
Q4 | $178K | Buy |
918
+67
| +8% | +$11.7K | ﹤0.01% | 1899 |
|
|
2024
Q3 | $121K | Buy |
851
+216
| +34% | +$28.3K | ﹤0.01% | 2079 |
|
|
2024
Q2 | $74K | Buy |
635
+187
| +42% | +$20K | ﹤0.01% | 2191 |
|
|
2024
Q1 | $48K | Sell |
448
-54
| -11% | -$5.71K | ﹤0.01% | 2318 |
|
|
2023
Q4 | $54K | Sell |
502
-77
| -13% | -$7.13K | ﹤0.01% | 2125 |
|
|
2023
Q3 | $46K | Sell |
579
-1
| -0.2% | -$87 | ﹤0.01% | 2116 |
|
|
2023
Q2 | $56K | Sell |
580
-9
| -2% | -$729 | ﹤0.01% | 1892 |
|
|
2023
Q1 | $43K | Buy |
589
+3
| +0.5% | +$209 | ﹤0.01% | 1971 |
|
|
2022
Q4 | $29K | Sell |
586
-33
| -5% | -$1.61K | ﹤0.01% | 2109 |
|
|
2022
Q3 | $25K | Buy |
619
+237
| +62% | +$12.8K | ﹤0.01% | 2085 |
|
|
2022
Q2 | $23K | Buy |
382
+167
| +78% | +$10.2K | ﹤0.01% | 2032 |
|
|
2022
Q1 | $14K | Sell |
215
-167
| -44% | -$11.1K | ﹤0.01% | 2301 |
|
|
2021
Q4 | $27K | Buy |
+382
| New | +$26.6K | ﹤0.01% | 1830 |
|
|
2021
Q2 | $32K | Hold |
445
| – | – | ﹤0.01% | 1582 |
|
|
2021
Q1 | $32K | Hold |
445
| – | – | ﹤0.01% | 1582 |
|
|
2020
Q4 | $32K | Hold |
445
| – | – | ﹤0.01% | 1582 |
|
|
2020
Q3 | $32K | Hold |
445
| – | – | ﹤0.01% | 1582 |
|
|
2020
Q2 | $32K | Hold |
445
| – | – | ﹤0.01% | 1582 |
|
|
2020
Q1 | $32K | Hold |
445
| – | – | ﹤0.01% | 1582 |
|
|
2019
Q4 | $32K | Hold |
445
| – | – | ﹤0.01% | 1582 |
|
|
2019
Q3 | $32K | Hold |
445
| – | – | ﹤0.01% | 1582 |
|
|
2019
Q2 | $32K | Hold |
445
| – | – | ﹤0.01% | 1582 |
|
|
2019
Q1 | $32K | Sell |
445
-193,090
| -100% | -$13.4M | ﹤0.01% | 1581 |
|
|
2018
Q4 | $12.9M | Sell |
193,535
-1,836
| -0.9% | -$134K | 0.32% | 76 |
|
|
2018
Q3 | $15.6M | Sell |
195,371
-3,977
| -2% | -$326K | 0.4% | 66 |
|
|
2018
Q2 | $16.1M | Sell |
199,348
-13,530
| -6% | -$1.08M | 0.53% | 51 |
|
|
2018
Q1 | $15.7M | Buy |
212,878
+42,016
| +25% | +$3.22M | 0.62% | 45 |
|
|
2017
Q4 | $13M | Sell |
170,862
-10,329
| -6% | -$772K | 0.58% | 45 |
|
|
2017
Q3 | $13.4M | Buy |
181,191
+181,031
| +113,144% | +$13.2M | 0.63% | 43 |
|
|
2017
Q2 | $12K | Hold |
160
| – | – | ﹤0.01% | 741 |
|
|
2017
Q1 | $14K | Hold |
160
| – | – | ﹤0.01% | 682 |
|
|
2016
Q4 | $15K | Hold |
160
| – | – | ﹤0.01% | 649 |
|
|
2016
Q3 | $13K | Buy |
+160
| New | +$10.7K | ﹤0.01% | 633 |
|
Other funds holding IDCC
VPM
VCM
DGI
Carson Wealth (CWM LLC)'s IDCC Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its InterDigital (IDCC) stake by 0.19% in Q1 2026, selling an estimated $1.7K and leaving 2,692 shares worth $813K. The position accounts for ﹤0.01% of the portfolio, ranked #1671.
Carson Wealth (CWM LLC) first reported a position in IDCC in Q3 2016 and has held it in 38 quarters since. The position peaked at $16.1M in Q2 2018. 570 funds tracked by Wall St. Rank hold IDCC as of Q1 2026.
- Carson Wealth (CWM LLC) held 2,692 shares of InterDigital worth $813K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 5 InterDigital shares in Q1 2026, an estimated $1.7K.
- InterDigital made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1671 holding.
- Carson Wealth (CWM LLC) first reported a position in InterDigital in Q3 2016 and has held it in 38 quarters since.
- Carson Wealth (CWM LLC)'s InterDigital position peaked at $16.1M in Q2 2018.
- 570 funds tracked by Wall St. Rank held InterDigital as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.