Carson Wealth (CWM LLC)’s JetBlue JBLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $770K | Buy |
174,257
+62,158
| +55% | +$315K | ﹤0.01% | 1710 |
|
|
2025
Q4 | $510K | Buy |
112,099
+33,899
| +43% | +$155K | ﹤0.01% | 1904 |
|
|
2025
Q3 | $385K | Buy |
78,200
+2,394
| +3% | +$11.5K | ﹤0.01% | 1948 |
|
|
2025
Q2 | $321K | Buy |
75,806
+29,485
| +64% | +$132K | ﹤0.01% | 1816 |
|
|
2025
Q1 | $223K | Buy |
46,321
+500
| +1% | +$3.29K | ﹤0.01% | 1848 |
|
|
2024
Q4 | $360K | Buy |
45,821
+90
| +0.2% | +$610 | ﹤0.01% | 1507 |
|
|
2024
Q3 | $300K | Buy |
45,731
+14,383
| +46% | +$81K | ﹤0.01% | 1544 |
|
|
2024
Q2 | $191K | Buy |
31,348
+1,124
| +4% | +$6.77K | ﹤0.01% | 1610 |
|
|
2024
Q1 | $224K | Buy |
30,224
+5,069
| +20% | +$31.5K | ﹤0.01% | 1460 |
|
|
2023
Q4 | $140K | Sell |
25,155
-1,681
| -6% | -$7.88K | ﹤0.01% | 1583 |
|
|
2023
Q3 | $123K | Buy |
26,836
+22,031
| +459% | +$145K | ﹤0.01% | 1522 |
|
|
2023
Q2 | $43K | Buy |
4,805
+124
| +3% | +$901 | ﹤0.01% | 2093 |
|
|
2023
Q1 | $34K | Buy |
4,681
+243
| +5% | +$1.92K | ﹤0.01% | 2127 |
|
|
2022
Q4 | $29K | Sell |
4,438
-4,650
| -51% | -$34K | ﹤0.01% | 2110 |
|
|
2022
Q3 | $60K | Buy |
9,088
+712
| +9% | +$5.8K | ﹤0.01% | 1583 |
|
|
2022
Q2 | $70K | Buy |
8,376
+5,735
| +217% | +$61.3K | ﹤0.01% | 1467 |
|
|
2022
Q1 | $39K | Sell |
2,641
-5,426
| -67% | -$78.6K | ﹤0.01% | 1716 |
|
|
2021
Q4 | $115K | Buy |
+8,067
| New | +$119K | ﹤0.01% | 1245 |
|
|
2021
Q2 | $33K | Hold |
1,969
| – | – | ﹤0.01% | 1570 |
|
|
2021
Q1 | $33K | Hold |
1,969
| – | – | ﹤0.01% | 1570 |
|
|
2020
Q4 | $33K | Hold |
1,969
| – | – | ﹤0.01% | 1570 |
|
|
2020
Q3 | $33K | Hold |
1,969
| – | – | ﹤0.01% | 1570 |
|
|
2020
Q2 | $33K | Hold |
1,969
| – | – | ﹤0.01% | 1570 |
|
|
2020
Q1 | $33K | Hold |
1,969
| – | – | ﹤0.01% | 1570 |
|
|
2019
Q4 | $33K | Hold |
1,969
| – | – | ﹤0.01% | 1570 |
|
|
2019
Q3 | $33K | Hold |
1,969
| – | – | ﹤0.01% | 1570 |
|
|
2019
Q2 | $33K | Hold |
1,969
| – | – | ﹤0.01% | 1570 |
|
|
2019
Q1 | $33K | Buy |
1,969
+1,900
| +2,754% | +$32.5K | ﹤0.01% | 1570 |
|
|
2018
Q4 | $1K | Buy |
69
+19
| +38% | +$331 | ﹤0.01% | 1914 |
|
|
2018
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 1685 |
|
|
2018
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 1539 |
|
|
2018
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 1286 |
|
|
2017
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 1368 |
|
|
2017
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 1384 |
|
|
2017
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 1103 |
|
|
2017
Q1 | $1K | Buy |
+50
| New | +$1.02K | ﹤0.01% | 1069 |
|
|
2016
Q4 | – | Sell |
-660
| Closed | -$11K | – | 1138 |
|
|
2016
Q3 | $11K | Sell |
660
-67
| -9% | -$1.15K | ﹤0.01% | 674 |
|
|
2016
Q2 | $12K | Hold |
727
| – | – | ﹤0.01% | 537 |
|
|
2016
Q1 | $15K | Hold |
727
| – | – | ﹤0.01% | 480 |
|
|
2015
Q4 | $16K | Hold |
727
| – | – | ﹤0.01% | 414 |
|
|
2015
Q3 | $19K | Buy |
+727
| New | +$17.1K | ﹤0.01% | 373 |
|
Other funds holding JBLU
IC
Carson Wealth (CWM LLC)'s JBLU Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its JetBlue (JBLU) stake by 55% in Q1 2026, buying an estimated $315K and bringing the position to 174,257 shares worth $770K. The position accounts for ﹤0.01% of the portfolio, ranked #1710.
Carson Wealth (CWM LLC) first reported a position in JBLU in Q3 2015 and has held it in 41 quarters since. 372 funds tracked by Wall St. Rank hold JBLU as of Q1 2026.
- Carson Wealth (CWM LLC) held 174,257 shares of JetBlue worth $770K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 62,158 JetBlue shares in Q1 2026, an estimated $315K.
- JetBlue made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1710 holding.
- Carson Wealth (CWM LLC) first reported a position in JetBlue in Q3 2015 and has held it in 41 quarters since.
- 372 funds tracked by Wall St. Rank held JetBlue as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.