Carson Wealth (CWM LLC)’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $999K | Buy |
9,359
+1
| +0% | +$107 | ﹤0.01% | 1539 |
|
|
2025
Q4 | $985K | Buy |
9,358
+718
| +8% | +$74.1K | ﹤0.01% | 1506 |
|
|
2025
Q3 | $867K | Buy |
8,640
+3,000
| +53% | +$284K | ﹤0.01% | 1497 |
|
|
2025
Q2 | $517K | Buy |
5,640
+1,227
| +28% | +$108K | ﹤0.01% | 1574 |
|
|
2025
Q1 | $406K | Sell |
4,413
-14
| -0.3% | -$1.2K | ﹤0.01% | 1538 |
|
|
2024
Q4 | $375K | Buy |
4,427
+405
| +10% | +$33.4K | ﹤0.01% | 1494 |
|
|
2024
Q3 | $318K | Buy |
4,022
+363
| +10% | +$28.5K | ﹤0.01% | 1508 |
|
|
2024
Q2 | $273K | Buy |
3,659
+338
| +10% | +$25.6K | ﹤0.01% | 1440 |
|
|
2024
Q1 | $260K | Buy |
3,321
+507
| +18% | +$37.5K | ﹤0.01% | 1395 |
|
|
2023
Q4 | $196K | Buy |
2,814
+386
| +16% | +$25.7K | ﹤0.01% | 1434 |
|
|
2023
Q3 | $154K | Buy |
2,428
+8
| +0.3% | +$499 | ﹤0.01% | 1415 |
|
|
2023
Q2 | $144K | Buy |
2,420
+396
| +20% | +$22.9K | ﹤0.01% | 1384 |
|
|
2023
Q1 | $117K | Buy |
2,024
+1,062
| +110% | +$62.9K | ﹤0.01% | 1417 |
|
|
2022
Q4 | $56K | Buy |
962
+385
| +67% | +$21.5K | ﹤0.01% | 1675 |
|
|
2022
Q3 | $29K | Sell |
577
-994
| -63% | -$55.8K | ﹤0.01% | 1986 |
|
|
2022
Q2 | $93K | Buy |
1,571
+863
| +122% | +$54.3K | ﹤0.01% | 1344 |
|
|
2022
Q1 | $46K | Buy |
708
+456
| +181% | +$28K | ﹤0.01% | 1644 |
|
|
2021
Q4 | $15K | Buy |
+252
| New | +$14.3K | ﹤0.01% | 2135 |
|
|
2021
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 2535 |
|
|
2021
Q1 | $3K | Hold |
54
| – | – | ﹤0.01% | 2535 |
|
|
2020
Q4 | $3K | Hold |
54
| – | – | ﹤0.01% | 2535 |
|
|
2020
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 2535 |
|
|
2020
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 2534 |
|
|
2020
Q1 | $3K | Hold |
54
| – | – | ﹤0.01% | 2533 |
|
|
2019
Q4 | $3K | Hold |
54
| – | – | ﹤0.01% | 2532 |
|
|
2019
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 2532 |
|
|
2019
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 2532 |
|
|
2019
Q1 | $3K | Sell |
54
-72
| -57% | -$3.4K | ﹤0.01% | 2532 |
|
|
2018
Q4 | $6K | Sell |
126
-60
| -32% | -$2.83K | ﹤0.01% | 1484 |
|
|
2018
Q3 | $9K | Sell |
186
-21
| -10% | -$1.05K | ﹤0.01% | 1188 |
|
|
2018
Q2 | $10K | Buy |
207
+81
| +64% | +$4.08K | ﹤0.01% | 997 |
|
|
2018
Q1 | $6K | Hold |
126
| – | – | ﹤0.01% | 973 |
|
|
2017
Q4 | $6K | Sell |
126
-51
| -29% | -$2.52K | ﹤0.01% | 1036 |
|
|
2017
Q3 | $8K | Buy |
177
+51
| +40% | +$2.43K | ﹤0.01% | 946 |
|
|
2017
Q2 | $6K | Buy |
+126
| New | +$5.9K | ﹤0.01% | 859 |
|
|
2017
Q1 | – | Sell |
-145
| Closed | -$7K | – | 1243 |
|
|
2016
Q4 | $7K | Buy |
+145
| New | +$6.36K | ﹤0.01% | 794 |
|
|
2014
Q1 | – | Sell |
-545
| Closed | -$26K | – | 331 |
|
|
2013
Q4 | $26K | Buy |
545
+6
| +1% | +$287 | ﹤0.01% | 339 |
|
|
2013
Q3 | $25K | Buy |
+539
| New | +$24.8K | 0.01% | 246 |
|
Other funds holding L
Carson Wealth (CWM LLC)'s L Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Loews (L) stake by 0.01% in Q1 2026, buying an estimated $107 and bringing the position to 9,359 shares worth $999K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.
Carson Wealth (CWM LLC) first reported a position in L in Q3 2013 and has held it in 38 quarters since. 772 funds tracked by Wall St. Rank hold L as of Q1 2026.
- Carson Wealth (CWM LLC) held 9,359 shares of Loews worth $999K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 1 Loews share in Q1 2026, an estimated $107.
- Loews made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1539 holding.
- Carson Wealth (CWM LLC) first reported a position in Loews in Q3 2013 and has held it in 38 quarters since.
- 772 funds tracked by Wall St. Rank held Loews as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.