Carson Wealth (CWM LLC)’s IPG Photonics IPGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.42M | Sell |
21,101
-2,590
| -11% | -$281K | 0.01% | 1125 |
|
|
2025
Q4 | $1.7M | Sell |
23,691
-799
| -3% | -$65.2K | ﹤0.01% | 1219 |
|
|
2025
Q3 | $1.94M | Buy |
24,490
+3,977
| +19% | +$311K | 0.01% | 1103 |
|
|
2025
Q2 | $1.41M | Buy |
20,513
+5,255
| +34% | +$328K | 0.01% | 1089 |
|
|
2025
Q1 | $963K | Buy |
15,258
+12,694
| +495% | +$853K | ﹤0.01% | 1146 |
|
|
2024
Q4 | $186K | Buy |
2,564
+129
| +5% | +$9.91K | ﹤0.01% | 1870 |
|
|
2024
Q3 | $181K | Buy |
2,435
+1,689
| +226% | +$126K | ﹤0.01% | 1809 |
|
|
2024
Q2 | $63K | Sell |
746
-187
| -20% | -$16.2K | ﹤0.01% | 2301 |
|
|
2024
Q1 | $85K | Buy |
933
+191
| +26% | +$17.9K | ﹤0.01% | 1972 |
|
|
2023
Q4 | $81K | Sell |
742
-95
| -11% | -$9.2K | ﹤0.01% | 1880 |
|
|
2023
Q3 | $85K | Buy |
837
+463
| +124% | +$52.2K | ﹤0.01% | 1731 |
|
|
2023
Q2 | $51K | Sell |
374
-100
| -21% | -$11.8K | ﹤0.01% | 1971 |
|
|
2023
Q1 | $58K | Sell |
474
-15
| -3% | -$1.74K | ﹤0.01% | 1778 |
|
|
2022
Q4 | $46K | Sell |
489
-2
| -0.4% | -$179 | ﹤0.01% | 1790 |
|
|
2022
Q3 | $41K | Sell |
491
-255
| -34% | -$24.2K | ﹤0.01% | 1754 |
|
|
2022
Q2 | $70K | Sell |
746
-49
| -6% | -$4.84K | ﹤0.01% | 1466 |
|
|
2022
Q1 | $87K | Buy |
795
+592
| +292% | +$81.4K | ﹤0.01% | 1381 |
|
|
2021
Q4 | $35K | Buy |
+203
| New | +$33.5K | ﹤0.01% | 1722 |
|
|
2021
Q2 | $24K | Hold |
113
| – | – | ﹤0.01% | 1710 |
|
|
2021
Q1 | $24K | Hold |
113
| – | – | ﹤0.01% | 1710 |
|
|
2020
Q4 | $24K | Hold |
113
| – | – | ﹤0.01% | 1710 |
|
|
2020
Q3 | $24K | Hold |
113
| – | – | ﹤0.01% | 1710 |
|
|
2020
Q2 | $24K | Hold |
113
| – | – | ﹤0.01% | 1710 |
|
|
2020
Q1 | $24K | Hold |
113
| – | – | ﹤0.01% | 1710 |
|
|
2019
Q4 | $24K | Hold |
113
| – | – | ﹤0.01% | 1710 |
|
|
2019
Q3 | $24K | Hold |
113
| – | – | ﹤0.01% | 1710 |
|
|
2019
Q2 | $24K | Hold |
113
| – | – | ﹤0.01% | 1710 |
|
|
2019
Q1 | $24K | Buy |
113
+94
| +495% | +$13.3K | ﹤0.01% | 1709 |
|
|
2018
Q4 | $2K | Buy |
19
+11
| +138% | +$1.46K | ﹤0.01% | 1759 |
|
|
2018
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1680 |
|
|
2018
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 1385 |
|
|
2018
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 1178 |
|
|
2017
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 1277 |
|
|
2017
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1378 |
|
|
2017
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 1099 |
|
|
2017
Q1 | $1K | Buy |
+8
| New | +$905 | ﹤0.01% | 1065 |
|
Other funds holding IPGP
VPM
VCM
WHG
Carson Wealth (CWM LLC)'s IPGP Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its IPG Photonics (IPGP) stake by 11% in Q1 2026, selling an estimated $281K and leaving 21,101 shares worth $2.42M. The position accounts for 0.01% of the portfolio, ranked #1125.
Carson Wealth (CWM LLC) first reported a position in IPGP in Q1 2017 and has held it in 36 quarters since. 338 funds tracked by Wall St. Rank hold IPGP as of Q1 2026.
- Carson Wealth (CWM LLC) held 21,101 shares of IPG Photonics worth $2.42M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 2,590 IPG Photonics shares in Q1 2026, an estimated $281K.
- IPG Photonics made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1125 holding.
- Carson Wealth (CWM LLC) first reported a position in IPG Photonics in Q1 2017 and has held it in 36 quarters since.
- 338 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.