Carson Wealth (CWM LLC)’s J&J Snack Foods JJSF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $649K | Buy |
8,184
+4,490
| +122% | +$389K | ﹤0.01% | 1829 |
|
|
2025
Q4 | $334K | Buy |
3,694
+2,465
| +201% | +$224K | ﹤0.01% | 2193 |
|
|
2025
Q3 | $118K | Buy |
1,229
+532
| +76% | +$59K | ﹤0.01% | 2846 |
|
|
2025
Q2 | $79K | Buy |
697
+63
| +10% | +$7.66K | ﹤0.01% | 2912 |
|
|
2025
Q1 | $84K | Buy |
634
+476
| +301% | +$64K | ﹤0.01% | 2572 |
|
|
2024
Q4 | $24K | Buy |
158
+22
| +16% | +$3.68K | ﹤0.01% | 3320 |
|
|
2024
Q3 | $23K | Buy |
136
+17
| +14% | +$2.85K | ﹤0.01% | 3270 |
|
|
2024
Q2 | $19K | Buy |
119
+38
| +47% | +$5.81K | ﹤0.01% | 3146 |
|
|
2024
Q1 | $12K | Sell |
81
-38
| -32% | -$5.74K | ﹤0.01% | 3233 |
|
|
2023
Q4 | $20K | Sell |
119
-19
| -14% | -$3.09K | ﹤0.01% | 2777 |
|
|
2023
Q3 | $23K | Sell |
138
-75
| -35% | -$12.3K | ﹤0.01% | 2600 |
|
|
2023
Q2 | $34K | Buy |
213
+41
| +24% | +$6.36K | ﹤0.01% | 2275 |
|
|
2023
Q1 | $25K | Buy |
172
+28
| +19% | +$4.06K | ﹤0.01% | 2348 |
|
|
2022
Q4 | $22K | Sell |
144
-77
| -35% | -$11.4K | ﹤0.01% | 2296 |
|
|
2022
Q3 | $29K | Sell |
221
-27
| -11% | -$3.84K | ﹤0.01% | 1984 |
|
|
2022
Q2 | $35K | Sell |
248
-125
| -34% | -$17.1K | ﹤0.01% | 1796 |
|
|
2022
Q1 | $58K | Sell |
373
-9,899
| -96% | -$1.54M | ﹤0.01% | 1539 |
|
|
2021
Q4 | $1.62M | Buy |
+10,272
| New | +$1.55M | 0.01% | 480 |
|
|
2021
Q2 | $1.92M | Hold |
11,023
| – | – | 0.02% | 435 |
|
|
2021
Q1 | $1.92M | Hold |
11,023
| – | – | 0.02% | 435 |
|
|
2020
Q4 | $1.92M | Hold |
11,023
| – | – | 0.02% | 435 |
|
|
2020
Q3 | $1.92M | Hold |
11,023
| – | – | 0.02% | 435 |
|
|
2020
Q2 | $1.92M | Hold |
11,023
| – | – | 0.02% | 435 |
|
|
2020
Q1 | $1.92M | Hold |
11,023
| – | – | 0.02% | 435 |
|
|
2019
Q4 | $1.92M | Hold |
11,023
| – | – | 0.02% | 435 |
|
|
2019
Q3 | $1.92M | Hold |
11,023
| – | – | 0.02% | 435 |
|
|
2019
Q2 | $1.92M | Hold |
11,023
| – | – | 0.02% | 435 |
|
|
2019
Q1 | $1.92M | Buy |
11,023
+11,017
| +183,617% | +$1.68M | 0.02% | 435 |
|
|
2018
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1916 |
|
|
2018
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1687 |
|
|
2018
Q2 | $1K | Buy |
+6
| New | +$855 | ﹤0.01% | 1540 |
|
|
2016
Q4 | – | Sell |
-200
| Closed | -$24K | – | 1140 |
|
|
2016
Q3 | $24K | Buy |
+200
| New | +$24.2K | ﹤0.01% | 530 |
|
Other funds holding JJSF
RA
GCM
Carson Wealth (CWM LLC)'s JJSF Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its J&J Snack Foods (JJSF) stake by 122% in Q1 2026, buying an estimated $389K and bringing the position to 8,184 shares worth $649K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.
Carson Wealth (CWM LLC) first reported a position in JJSF in Q3 2016 and has held it in 32 quarters since. The position peaked at $1.92M in Q2 2021. 246 funds tracked by Wall St. Rank hold JJSF as of Q1 2026.
- Carson Wealth (CWM LLC) held 8,184 shares of J&J Snack Foods worth $649K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 4,490 J&J Snack Foods shares in Q1 2026, an estimated $389K.
- J&J Snack Foods made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1829 holding.
- Carson Wealth (CWM LLC) first reported a position in J&J Snack Foods in Q3 2016 and has held it in 32 quarters since.
- Carson Wealth (CWM LLC)'s J&J Snack Foods position peaked at $1.92M in Q2 2021.
- 246 funds tracked by Wall St. Rank held J&J Snack Foods as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.