Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s InterContinental Hotels IHG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IHG Stock Details IHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$66.5K Sell
498
-137
-22% -$18.8K ﹤0.01% 3595
2025
Q4 		$89K Buy
635
+225
+55% +$29.3K ﹤0.01% 3155
2025
Q3 		$50K Buy
410
+50
+14% +$5.99K ﹤0.01% 3535
2025
Q2 		$42K Sell
360
-7
-2% -$785 ﹤0.01% 3414
2025
Q1 		$40K Buy
367
+6
+2% +$746 ﹤0.01% 3165
2024
Q4 		$45K Sell
361
-12
-3% -$1.44K ﹤0.01% 2880
2024
Q3 		$41K Sell
373
-67
-15% -$6.86K ﹤0.01% 2845
2024
Q2 		$47K Buy
440
+27
+7% +$2.73K ﹤0.01% 2511
2024
Q1 		$44K Buy
413
+84
+26% +$8.42K ﹤0.01% 2379
2023
Q4 		$30K Sell
329
-46
-12% -$3.63K ﹤0.01% 2510
2023
Q3 		$28K Buy
375
+323
+621% +$24.1K ﹤0.01% 2456
2023
Q2 		$4K Buy
52
+9
+21% +$618 ﹤0.01% 3532
2023
Q1 		$3K Buy
43
+5
+13% +$338 ﹤0.01% 3519
2022
Q4 		$2K Sell
38
-51
-57% -$2.85K ﹤0.01% 3567
2022
Q3 		$4K Sell
89
-159
-64% -$8.98K ﹤0.01% 3178
2022
Q2 		$13K Sell
248
-63
-20% -$3.88K ﹤0.01% 2421
2022
Q1 		$21K Buy
311
+176
+130% +$11.9K ﹤0.01% 2049
2021
Q4 		$9K Buy
+135
New +$8.96K ﹤0.01% 2414
2018
Q1 		– Sell
-11
Closed -$1K – 1470
2017
Q4 		$1K Hold
11
– – ﹤0.01% 1363
2017
Q3 		$1K Buy
+11
New +$613 ﹤0.01% 1375

Other funds holding IHG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IHG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its InterContinental Hotels (IHG) stake by 22% in Q1 2026, selling an estimated $18.8K and leaving 498 shares worth $66.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3595.

Carson Wealth (CWM LLC) first reported a position in IHG in Q3 2017 and has held it in 20 quarters since. The position peaked at $89K in Q4 2025. 289 funds tracked by Wall St. Rank hold IHG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 498 shares of InterContinental Hotels worth $66.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 137 InterContinental Hotels shares in Q1 2026, an estimated $18.8K.
  • InterContinental Hotels made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3595 holding.
  • Carson Wealth (CWM LLC) first reported a position in InterContinental Hotels in Q3 2017 and has held it in 20 quarters since.
  • Carson Wealth (CWM LLC)'s InterContinental Hotels position peaked at $89K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held InterContinental Hotels as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.