Carson Wealth (CWM LLC)
LAZR

Carson Wealth (CWM LLC)’s Luminar Technologies LAZR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LAZR Stock Details LAZR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,517
Closed -$7K – 5509
2025
Q3 		$7K Sell
3,517
-371
-10% -$910 ﹤0.01% 4626
2025
Q2 		$11K Sell
3,888
-5,989
-61% -$22.8K ﹤0.01% 4245
2025
Q1 		$53K Buy
9,877
+9,114
+1,194% +$55.1K ﹤0.01% 2935
2024
Q4 		$4K Buy
763
+687
+904% +$7.26K ﹤0.01% 4322
2024
Q3 		$1K Buy
76
+13
+21% +$236 ﹤0.01% 4617
2024
Q2 		$1K Sell
63
-19
-23% -$450 ﹤0.01% 4408
2024
Q1 		$2K Buy
82
+39
+91% +$1.42K ﹤0.01% 4000
2023
Q4 		$2K Sell
43
-54
-56% -$2.68K ﹤0.01% 3814
2023
Q3 		$7K Sell
97
-231
-70% -$21.2K ﹤0.01% 3306
2023
Q2 		$34K Sell
328
-34
-9% -$3.21K ﹤0.01% 2276
2023
Q1 		$35K Buy
362
+91
+34% +$9.55K ﹤0.01% 2109
2022
Q4 		$20K Buy
271
+223
+465% +$24.3K ﹤0.01% 2367
2022
Q3 		$5K Buy
48
+10
+26% +$1.19K ﹤0.01% 3078
2022
Q2 		$3K Buy
38
+2
+6% +$320 ﹤0.01% 3207
2022
Q1 		$8K Buy
36
+10
+38% +$2.19K ﹤0.01% 2622
2021
Q4 		$7K Buy
+26
New +$6.5K ﹤0.01% 2558
2021
Q2 		$2K Hold
7
– – ﹤0.01% 2668
2021
Q1 		$2K Hold
7
– – ﹤0.01% 2668
2020
Q4 		$2K Hold
7
– – ﹤0.01% 2667
2020
Q3 		$2K Hold
7
– – ﹤0.01% 2666
2020
Q2 		$2K Hold
7
– – ﹤0.01% 2665
2020
Q1 		$2K Hold
7
– – ﹤0.01% 2665
2019
Q4 		$2K Hold
7
– – ﹤0.01% 2664
2019
Q3 		$2K Hold
7
– – ﹤0.01% 2664
2019
Q2 		$2K Hold
7
– – ﹤0.01% 2664
2019
Q1 		$2K Buy
+7
New +$1.03K ﹤0.01% 2663

Other funds holding LAZR

MTIM
Marathon Trading Investment Management Radnor, Pennsylvania $3.23B AUM 31.02% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LAZR Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Luminar Technologies (LAZR) in Q4 2025, closing a stake of 3,517 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in LAZR in Q1 2019 and held it in 26 quarters. The position peaked at $53K in Q1 2025. 18 funds tracked by Wall St. Rank hold LAZR as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Luminar Technologies position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3,517 Luminar Technologies shares in Q4 2025, an estimated $7K.
  • Carson Wealth (CWM LLC) first reported a position in Luminar Technologies in Q1 2019 and held it in 26 quarters.
  • Carson Wealth (CWM LLC)'s Luminar Technologies position peaked at $53K in Q1 2025.
  • 18 funds tracked by Wall St. Rank held Luminar Technologies as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.