Carson Wealth (CWM LLC)’s Liberty Broadband Class A LBRDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $361K | Buy |
7,190
+3,578
| +99% | +$180K | ﹤0.01% | 2261 |
|
|
2025
Q4 | $174K | Buy |
3,612
+2,495
| +223% | +$129K | ﹤0.01% | 2678 |
|
|
2025
Q3 | $71K | Sell |
1,117
-582
| -34% | -$40.5K | ﹤0.01% | 3237 |
|
|
2025
Q2 | $166K | Sell |
1,699
-264
| -13% | -$23.4K | ﹤0.01% | 2337 |
|
|
2025
Q1 | $167K | Buy |
1,963
+545
| +38% | +$43.5K | ﹤0.01% | 2047 |
|
|
2024
Q4 | $105K | Buy |
1,418
+10
| +0.7% | +$827 | ﹤0.01% | 2253 |
|
|
2024
Q3 | $108K | Buy |
1,408
+56
| +4% | +$3.41K | ﹤0.01% | 2156 |
|
|
2024
Q2 | $74K | Buy |
1,352
+716
| +113% | +$37.1K | ﹤0.01% | 2192 |
|
|
2024
Q1 | $36K | Buy |
636
+194
| +44% | +$12.8K | ﹤0.01% | 2517 |
|
|
2023
Q4 | $36K | Sell |
442
-5
| -1% | -$419 | ﹤0.01% | 2372 |
|
|
2023
Q3 | $41K | Buy |
447
+2
| +0.4% | +$178 | ﹤0.01% | 2186 |
|
|
2023
Q2 | $35K | Sell |
445
-113
| -20% | -$8.71K | ﹤0.01% | 2252 |
|
|
2023
Q1 | $46K | Sell |
558
-66
| -11% | -$5.69K | ﹤0.01% | 1921 |
|
|
2022
Q4 | $47K | Buy |
624
+49
| +9% | +$3.99K | ﹤0.01% | 1781 |
|
|
2022
Q3 | $43K | Sell |
575
-94
| -14% | -$9.95K | ﹤0.01% | 1734 |
|
|
2022
Q2 | $76K | Buy |
669
+511
| +323% | +$60K | ﹤0.01% | 1429 |
|
|
2022
Q1 | $21K | Buy |
158
+47
| +42% | +$6.7K | ﹤0.01% | 2054 |
|
|
2021
Q4 | $18K | Buy |
+111
| New | +$18K | ﹤0.01% | 2053 |
|
|
2021
Q2 | $18K | Hold |
105
| – | – | ﹤0.01% | 1839 |
|
|
2021
Q1 | $18K | Hold |
105
| – | – | ﹤0.01% | 1838 |
|
|
2020
Q4 | $18K | Hold |
105
| – | – | ﹤0.01% | 1837 |
|
|
2020
Q3 | $18K | Hold |
105
| – | – | ﹤0.01% | 1837 |
|
|
2020
Q2 | $18K | Hold |
105
| – | – | ﹤0.01% | 1837 |
|
|
2020
Q1 | $18K | Hold |
105
| – | – | ﹤0.01% | 1836 |
|
|
2019
Q4 | $18K | Hold |
105
| – | – | ﹤0.01% | 1836 |
|
|
2019
Q3 | $18K | Hold |
105
| – | – | ﹤0.01% | 1836 |
|
|
2019
Q2 | $18K | Hold |
105
| – | – | ﹤0.01% | 1836 |
|
|
2019
Q1 | $18K | Buy |
105
+102
| +3,400% | +$8.67K | ﹤0.01% | 1836 |
|
|
2018
Q4 | $0 | Sell |
3
-12
| -80% | -$964 | ﹤0.01% | 2182 |
|
|
2018
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1692 |
|
|
2018
Q2 | $1K | Sell |
15
-1
| -6% | -$75 | ﹤0.01% | 1548 |
|
|
2018
Q1 | $1K | Buy |
16
+4
| +33% | +$358 | ﹤0.01% | 1294 |
|
|
2017
Q4 | $1K | Sell |
12
-11
| -48% | -$969 | ﹤0.01% | 1372 |
|
|
2017
Q3 | $2K | Buy |
23
+11
| +92% | +$1.05K | ﹤0.01% | 1293 |
|
|
2017
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 1107 |
|
|
2017
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 1073 |
|
|
2016
Q4 | $1K | Buy |
+12
| New | +$823 | ﹤0.01% | 1056 |
|
|
2016
Q3 | – | Sell |
-7
| Closed | – | – | 1031 |
|
|
2016
Q2 | $0 | Sell |
7
-1
| -13% | -$58 | ﹤0.01% | 833 |
|
|
2016
Q1 | $0 | Buy |
+8
| New | +$403 | ﹤0.01% | 785 |
|
|
2015
Q4 | – | Sell |
-8
| Closed | – | – | 728 |
|
|
2015
Q3 | $0 | Buy |
+8
| New | +$432 | ﹤0.01% | 646 |
|
Other funds holding LBRDA
AC
JP
ECP
Carson Wealth (CWM LLC)'s LBRDA Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Liberty Broadband Class A (LBRDA) stake by 99% in Q1 2026, buying an estimated $180K and bringing the position to 7,190 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #2261.
Carson Wealth (CWM LLC) first reported a position in LBRDA in Q3 2015 and has held it in 40 quarters since. 213 funds tracked by Wall St. Rank hold LBRDA as of Q1 2026.
- Carson Wealth (CWM LLC) held 7,190 shares of Liberty Broadband Class A worth $361K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 3,578 Liberty Broadband Class A shares in Q1 2026, an estimated $180K.
- Liberty Broadband Class A made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2261 holding.
- Carson Wealth (CWM LLC) first reported a position in Liberty Broadband Class A in Q3 2015 and has held it in 40 quarters since.
- 213 funds tracked by Wall St. Rank held Liberty Broadband Class A as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.