Carson Wealth (CWM LLC)’s ITT ITT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.1M | Buy |
52,916
+33,824
| +177% | +$6.44M | 0.03% | 556 |
|
|
2025
Q4 | $3.31M | Buy |
19,092
+4,536
| +31% | +$813K | 0.01% | 950 |
|
|
2025
Q3 | $2.6M | Buy |
14,556
+4,528
| +45% | +$760K | 0.01% | 982 |
|
|
2025
Q2 | $1.57M | Buy |
10,028
+3,287
| +49% | +$468K | 0.01% | 1042 |
|
|
2025
Q1 | $871K | Buy |
6,741
+2,401
| +55% | +$342K | ﹤0.01% | 1205 |
|
|
2024
Q4 | $620K | Buy |
4,340
+461
| +12% | +$69K | ﹤0.01% | 1299 |
|
|
2024
Q3 | $580K | Buy |
3,879
+2,548
| +191% | +$347K | ﹤0.01% | 1259 |
|
|
2024
Q2 | $172K | Buy |
1,331
+544
| +69% | +$71.4K | ﹤0.01% | 1663 |
|
|
2024
Q1 | $107K | Buy |
787
+43
| +6% | +$5.33K | ﹤0.01% | 1842 |
|
|
2023
Q4 | $89K | Sell |
744
-17
| -2% | -$1.79K | ﹤0.01% | 1831 |
|
|
2023
Q3 | $75K | Buy |
761
+9
| +1% | +$883 | ﹤0.01% | 1813 |
|
|
2023
Q2 | $70K | Buy |
752
+259
| +53% | +$21.8K | ﹤0.01% | 1771 |
|
|
2023
Q1 | $43K | Buy |
493
+48
| +11% | +$4.22K | ﹤0.01% | 1972 |
|
|
2022
Q4 | $36K | Sell |
445
-5
| -1% | -$387 | ﹤0.01% | 1957 |
|
|
2022
Q3 | $29K | Buy |
450
+9
| +2% | +$656 | ﹤0.01% | 1982 |
|
|
2022
Q2 | $30K | Sell |
441
-149
| -25% | -$10.6K | ﹤0.01% | 1887 |
|
|
2022
Q1 | $44K | Buy |
590
+218
| +59% | +$19.2K | ﹤0.01% | 1660 |
|
|
2021
Q4 | $38K | Buy |
+372
| New | +$36.4K | ﹤0.01% | 1688 |
|
|
2021
Q2 | $33K | Hold |
363
| – | – | ﹤0.01% | 1569 |
|
|
2021
Q1 | $33K | Hold |
363
| – | – | ﹤0.01% | 1569 |
|
|
2020
Q4 | $33K | Hold |
363
| – | – | ﹤0.01% | 1569 |
|
|
2020
Q3 | $33K | Hold |
363
| – | – | ﹤0.01% | 1569 |
|
|
2020
Q2 | $33K | Hold |
363
| – | – | ﹤0.01% | 1569 |
|
|
2020
Q1 | $33K | Hold |
363
| – | – | ﹤0.01% | 1569 |
|
|
2019
Q4 | $33K | Hold |
363
| – | – | ﹤0.01% | 1569 |
|
|
2019
Q3 | $33K | Hold |
363
| – | – | ﹤0.01% | 1569 |
|
|
2019
Q2 | $33K | Hold |
363
| – | – | ﹤0.01% | 1569 |
|
|
2019
Q1 | $33K | Buy |
363
+325
| +855% | +$17.7K | ﹤0.01% | 1569 |
|
|
2018
Q4 | $2K | Buy |
38
+19
| +100% | +$1K | ﹤0.01% | 1761 |
|
|
2018
Q3 | $1K | Sell |
19
-7
| -27% | -$404 | ﹤0.01% | 1681 |
|
|
2018
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 1535 |
|
|
2018
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 1282 |
|
|
2017
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 1364 |
|
|
2017
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 1380 |
|
|
2017
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 1101 |
|
|
2017
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 1066 |
|
|
2016
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 1051 |
|
|
2016
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 950 |
|
|
2016
Q2 | $1K | Buy |
+26
| New | +$932 | ﹤0.01% | 747 |
|
Other funds holding ITT
VPM
VCM
Carson Wealth (CWM LLC)'s ITT Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its ITT (ITT) stake by 177% in Q1 2026, buying an estimated $6.44M and bringing the position to 52,916 shares worth $10.1M. The position accounts for 0.03% of the portfolio, ranked #556.
Carson Wealth (CWM LLC) first reported a position in ITT in Q2 2016 and has held it in 39 quarters since. 719 funds tracked by Wall St. Rank hold ITT as of Q1 2026.
- Carson Wealth (CWM LLC) held 52,916 shares of ITT worth $10.1M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 33,824 ITT shares in Q1 2026, an estimated $6.44M.
- ITT made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #556 holding.
- Carson Wealth (CWM LLC) first reported a position in ITT in Q2 2016 and has held it in 39 quarters since.
- 719 funds tracked by Wall St. Rank held ITT as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.