Carson Wealth (CWM LLC)
KE

Carson Wealth (CWM LLC)’s Kimball Electronics KE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KE Stock Details KE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.6K Sell
784
-460
-37% -$12.2K ﹤0.01% 4462
2025
Q4 		$35K Buy
1,244
+715
+135% +$20.6K ﹤0.01% 3854
2025
Q3 		$16K Buy
529
+178
+51% +$4.39K ﹤0.01% 4245
2025
Q2 		$7K Buy
351
+99
+39% +$1.66K ﹤0.01% 4458
2025
Q1 		$4K Buy
252
+127
+102% +$2.25K ﹤0.01% 4547
2024
Q4 		$2K Buy
125
+48
+62% +$901 ﹤0.01% 4555
2024
Q3 		$1K Buy
77
+54
+235% +$1.08K ﹤0.01% 4611
2024
Q2 		$1K Sell
23
-255
-92% -$5.56K ﹤0.01% 4404
2024
Q1 		$6K Sell
278
-9
-3% -$203 ﹤0.01% 3584
2023
Q4 		$8K Buy
+287
New +$7.4K ﹤0.01% 3289

Other funds holding KE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Kimball Electronics (KE) stake by 37% in Q1 2026, selling an estimated $12.2K and leaving 784 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4462.

Carson Wealth (CWM LLC) first reported a position in KE in Q4 2023 and has held it in 10 quarters since. The position peaked at $35K in Q4 2025. 172 funds tracked by Wall St. Rank hold KE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 784 shares of Kimball Electronics worth $18.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 460 Kimball Electronics shares in Q1 2026, an estimated $12.2K.
  • Kimball Electronics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4462 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kimball Electronics in Q4 2023 and has held it in 10 quarters since.
  • Carson Wealth (CWM LLC)'s Kimball Electronics position peaked at $35K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Kimball Electronics as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.