Carson Wealth (CWM LLC)’s ING ING Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $315K | Sell |
12,074
-908
| -7% | -$25.5K | ﹤0.01% | 2353 |
|
|
2025
Q4 | $364K | Buy |
12,982
+1,970
| +18% | +$50.8K | ﹤0.01% | 2129 |
|
|
2025
Q3 | $287K | Buy |
11,012
+1,066
| +11% | +$25.7K | ﹤0.01% | 2167 |
|
|
2025
Q2 | $218K | Sell |
9,946
-406
| -4% | -$8.2K | ﹤0.01% | 2104 |
|
|
2025
Q1 | $203K | Sell |
10,352
-511
| -5% | -$9.08K | ﹤0.01% | 1911 |
|
|
2024
Q4 | $170K | Sell |
10,863
-428
| -4% | -$6.96K | ﹤0.01% | 1936 |
|
|
2024
Q3 | $205K | Buy |
11,291
+1,028
| +10% | +$18.4K | ﹤0.01% | 1743 |
|
|
2024
Q2 | $176K | Sell |
10,263
-193
| -2% | -$3.28K | ﹤0.01% | 1649 |
|
|
2024
Q1 | $172K | Sell |
10,456
-836
| -7% | -$11.9K | ﹤0.01% | 1584 |
|
|
2023
Q4 | $170K | Buy |
11,292
+1,763
| +19% | +$24.2K | ﹤0.01% | 1487 |
|
|
2023
Q3 | $126K | Buy |
9,529
+2,328
| +32% | +$32.8K | ﹤0.01% | 1513 |
|
|
2023
Q2 | $97K | Buy |
7,201
+761
| +12% | +$9.72K | ﹤0.01% | 1587 |
|
|
2023
Q1 | $76K | Sell |
6,440
-148
| -2% | -$1.96K | ﹤0.01% | 1630 |
|
|
2022
Q4 | $80K | Buy |
6,588
+1,548
| +31% | +$16.8K | ﹤0.01% | 1482 |
|
|
2022
Q3 | $43K | Sell |
5,040
-1,186
| -19% | -$11K | ﹤0.01% | 1733 |
|
|
2022
Q2 | $62K | Buy |
6,226
+2,641
| +74% | +$27K | ﹤0.01% | 1526 |
|
|
2022
Q1 | $37K | Buy |
3,585
+1,463
| +69% | +$19.1K | ﹤0.01% | 1751 |
|
|
2021
Q4 | $30K | Buy |
+2,122
| New | +$30.8K | ﹤0.01% | 1778 |
|
|
2021
Q2 | $8K | Hold |
626
| – | – | ﹤0.01% | 2189 |
|
|
2021
Q1 | $8K | Hold |
626
| – | – | ﹤0.01% | 2189 |
|
|
2020
Q4 | $8K | Hold |
626
| – | – | ﹤0.01% | 2189 |
|
|
2020
Q3 | $8K | Hold |
626
| – | – | ﹤0.01% | 2189 |
|
|
2020
Q2 | $8K | Hold |
626
| – | – | ﹤0.01% | 2188 |
|
|
2020
Q1 | $8K | Hold |
626
| – | – | ﹤0.01% | 2188 |
|
|
2019
Q4 | $8K | Hold |
626
| – | – | ﹤0.01% | 2188 |
|
|
2019
Q3 | $8K | Hold |
626
| – | – | ﹤0.01% | 2188 |
|
|
2019
Q2 | $8K | Hold |
626
| – | – | ﹤0.01% | 2188 |
|
|
2019
Q1 | $8K | Sell |
626
-201
| -24% | -$2.43K | ﹤0.01% | 2188 |
|
|
2018
Q4 | $9K | Buy |
827
+619
| +298% | +$7.44K | ﹤0.01% | 1367 |
|
|
2018
Q3 | $3K | Sell |
208
-192
| -48% | -$2.69K | ﹤0.01% | 1460 |
|
|
2018
Q2 | $6K | Buy |
400
+192
| +92% | +$3.05K | ﹤0.01% | 1150 |
|
|
2018
Q1 | $4K | Sell |
208
-140
| -40% | -$2.59K | ﹤0.01% | 1050 |
|
|
2017
Q4 | $6K | Hold |
348
| – | – | ﹤0.01% | 1033 |
|
|
2017
Q3 | $6K | Buy |
348
+263
| +309% | +$4.76K | ﹤0.01% | 1031 |
|
|
2017
Q2 | $1K | Hold |
85
| – | – | ﹤0.01% | 1098 |
|
|
2017
Q1 | $1K | Buy |
+85
| New | +$1.25K | ﹤0.01% | 1064 |
|
Other funds holding ING
Carson Wealth (CWM LLC)'s ING Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its ING (ING) stake by 7% in Q1 2026, selling an estimated $25.5K and leaving 12,074 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #2353.
Carson Wealth (CWM LLC) first reported a position in ING in Q1 2017 and has held it in 36 quarters since. The position peaked at $364K in Q4 2025. 526 funds tracked by Wall St. Rank hold ING as of Q1 2026.
- Carson Wealth (CWM LLC) held 12,074 shares of ING worth $315K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 908 ING shares in Q1 2026, an estimated $25.5K.
- ING made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2353 holding.
- Carson Wealth (CWM LLC) first reported a position in ING in Q1 2017 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s ING position peaked at $364K in Q4 2025.
- 526 funds tracked by Wall St. Rank held ING as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.