Carson Wealth (CWM LLC)’s Jones Lang LaSalle JLL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.56M | Sell |
11,703
-7,316
| -38% | -$2.36M | 0.01% | 949 |
|
|
2025
Q4 | $6.4M | Buy |
19,019
+16,765
| +744% | +$5.25M | 0.02% | 685 |
|
|
2025
Q3 | $672K | Buy |
2,254
+785
| +53% | +$224K | ﹤0.01% | 1630 |
|
|
2025
Q2 | $376K | Sell |
1,469
-101
| -6% | -$23.1K | ﹤0.01% | 1733 |
|
|
2025
Q1 | $389K | Buy |
1,570
+113
| +8% | +$29.7K | ﹤0.01% | 1561 |
|
|
2024
Q4 | $369K | Sell |
1,457
-140
| -9% | -$37.3K | ﹤0.01% | 1496 |
|
|
2024
Q3 | $431K | Buy |
1,597
+62
| +4% | +$15K | ﹤0.01% | 1382 |
|
|
2024
Q2 | $315K | Buy |
1,535
+121
| +9% | +$23.5K | ﹤0.01% | 1371 |
|
|
2024
Q1 | $276K | Sell |
1,414
-6
| -0.4% | -$1.09K | ﹤0.01% | 1370 |
|
|
2023
Q4 | $268K | Buy |
1,420
+57
| +4% | +$8.62K | ﹤0.01% | 1294 |
|
|
2023
Q3 | $192K | Buy |
1,363
+24
| +2% | +$3.92K | ﹤0.01% | 1328 |
|
|
2023
Q2 | $209K | Buy |
1,339
+195
| +17% | +$27.6K | ﹤0.01% | 1233 |
|
|
2023
Q1 | $166K | Buy |
1,144
+78
| +7% | +$13K | ﹤0.01% | 1273 |
|
|
2022
Q4 | $170K | Sell |
1,066
-1,212
| -53% | -$193K | ﹤0.01% | 1155 |
|
|
2022
Q3 | $344K | Buy |
2,278
+323
| +17% | +$56.3K | ﹤0.01% | 859 |
|
|
2022
Q2 | $342K | Buy |
1,955
+421
| +27% | +$83.9K | ﹤0.01% | 847 |
|
|
2022
Q1 | $367K | Buy |
1,534
+571
| +59% | +$139K | ﹤0.01% | 814 |
|
|
2021
Q4 | $259K | Buy |
+963
| New | +$248K | ﹤0.01% | 925 |
|
|
2021
Q2 | $39K | Hold |
197
| – | – | ﹤0.01% | 1499 |
|
|
2021
Q1 | $39K | Hold |
197
| – | – | ﹤0.01% | 1499 |
|
|
2020
Q4 | $39K | Hold |
197
| – | – | ﹤0.01% | 1499 |
|
|
2020
Q3 | $39K | Hold |
197
| – | – | ﹤0.01% | 1499 |
|
|
2020
Q2 | $39K | Hold |
197
| – | – | ﹤0.01% | 1499 |
|
|
2020
Q1 | $39K | Hold |
197
| – | – | ﹤0.01% | 1499 |
|
|
2019
Q4 | $39K | Hold |
197
| – | – | ﹤0.01% | 1499 |
|
|
2019
Q3 | $39K | Hold |
197
| – | – | ﹤0.01% | 1499 |
|
|
2019
Q2 | $39K | Hold |
197
| – | – | ﹤0.01% | 1499 |
|
|
2019
Q1 | $39K | Buy |
197
+78
| +66% | +$11.7K | ﹤0.01% | 1499 |
|
|
2018
Q4 | $15K | Buy |
119
+100
| +526% | +$13.5K | ﹤0.01% | 1218 |
|
|
2018
Q3 | $3K | Buy |
19
+9
| +90% | +$1.41K | ﹤0.01% | 1463 |
|
|
2018
Q2 | $2K | Buy |
+10
| New | +$1.7K | ﹤0.01% | 1387 |
|
|
2017
Q3 | – | Sell |
-2
| Closed | – | – | 1517 |
|
|
2017
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1250 |
|
|
2017
Q1 | $0 | Sell |
2
-14
| -88% | -$1.52K | ﹤0.01% | 1237 |
|
|
2016
Q4 | $2K | Buy |
16
+14
| +700% | +$1.41K | ﹤0.01% | 988 |
|
|
2016
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1029 |
|
|
2016
Q2 | $0 | Buy |
+2
| New | +$230 | ﹤0.01% | 831 |
|
Other funds holding JLL
VPM
VCM
EIG
AI
Carson Wealth (CWM LLC)'s JLL Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Jones Lang LaSalle (JLL) stake by 38% in Q1 2026, selling an estimated $2.36M and leaving 11,703 shares worth $3.56M. The position accounts for 0.01% of the portfolio, ranked #949.
Carson Wealth (CWM LLC) first reported a position in JLL in Q2 2016 and has held it in 36 quarters since. The position peaked at $6.4M in Q4 2025. 659 funds tracked by Wall St. Rank hold JLL as of Q1 2026.
- Carson Wealth (CWM LLC) held 11,703 shares of Jones Lang LaSalle worth $3.56M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 7,316 Jones Lang LaSalle shares in Q1 2026, an estimated $2.36M.
- Jones Lang LaSalle made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #949 holding.
- Carson Wealth (CWM LLC) first reported a position in Jones Lang LaSalle in Q2 2016 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s Jones Lang LaSalle position peaked at $6.4M in Q4 2025.
- 659 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.