Carson Wealth (CWM LLC)’s Liberty Global Class A LBTYA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.88M | Sell |
155,533
-33,931
| -18% | -$395K | ﹤0.01% | 1230 |
|
|
2025
Q4 | $2.11M | Buy |
189,464
+19,584
| +12% | +$217K | 0.01% | 1127 |
|
|
2025
Q3 | $1.95M | Buy |
169,880
+161,178
| +1,852% | +$1.77M | 0.01% | 1102 |
|
|
2025
Q2 | $87K | Buy |
8,702
+6,417
| +281% | +$64.5K | ﹤0.01% | 2843 |
|
|
2025
Q1 | $26K | Buy |
2,285
+1,026
| +81% | +$11.9K | ﹤0.01% | 3491 |
|
|
2024
Q4 | $16K | Sell |
1,259
-187
| -13% | -$3.12K | ﹤0.01% | 3589 |
|
|
2024
Q3 | $31K | Buy |
+1,446
| New | +$27.9K | ﹤0.01% | 3072 |
|
|
2023
Q3 | – | Sell |
-247
| Closed | -$4K | – | 4359 |
|
|
2023
Q2 | $4K | Hold |
247
| – | – | ﹤0.01% | 3536 |
|
|
2023
Q1 | $5K | Sell |
247
-1
| -0.4% | -$20 | ﹤0.01% | 3301 |
|
|
2022
Q4 | $5K | Buy |
+248
| New | +$4.51K | ﹤0.01% | 3191 |
|
|
2022
Q3 | – | Sell |
-200
| Closed | -$4K | – | 4063 |
|
|
2022
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 3098 |
|
|
2022
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 2847 |
|
|
2021
Q4 | $6K | Buy |
+200
| New | +$5.69K | ﹤0.01% | 2646 |
|
|
2021
Q2 | $12K | Hold |
450
| – | – | ﹤0.01% | 2025 |
|
|
2021
Q1 | $12K | Hold |
450
| – | – | ﹤0.01% | 2025 |
|
|
2020
Q4 | $12K | Hold |
450
| – | – | ﹤0.01% | 2025 |
|
|
2020
Q3 | $12K | Hold |
450
| – | – | ﹤0.01% | 2024 |
|
|
2020
Q2 | $12K | Hold |
450
| – | – | ﹤0.01% | 2024 |
|
|
2020
Q1 | $12K | Hold |
450
| – | – | ﹤0.01% | 2024 |
|
|
2019
Q4 | $12K | Hold |
450
| – | – | ﹤0.01% | 2024 |
|
|
2019
Q3 | $12K | Hold |
450
| – | – | ﹤0.01% | 2024 |
|
|
2019
Q2 | $12K | Hold |
450
| – | – | ﹤0.01% | 2024 |
|
|
2019
Q1 | $12K | Buy |
+450
| New | +$11K | ﹤0.01% | 2023 |
|
|
2017
Q4 | – | Sell |
-34
| Closed | -$1K | – | 1520 |
|
|
2017
Q3 | $1K | Buy |
34
+14
| +70% | +$467 | ﹤0.01% | 1390 |
|
|
2017
Q2 | $1K | Buy |
+20
| New | +$641 | ﹤0.01% | 1108 |
|
|
2017
Q1 | – | Sell |
-80
| Closed | -$2K | – | 1244 |
|
|
2016
Q4 | $2K | Buy |
+80
| New | +$2.53K | ﹤0.01% | 992 |
|
|
2016
Q3 | – | Sell |
-25
| Closed | -$1K | – | 1033 |
|
|
2016
Q2 | $1K | Sell |
25
-4
| -14% | -$130 | ﹤0.01% | 752 |
|
|
2016
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 712 |
|
|
2015
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 645 |
|
|
2015
Q3 | $1K | Buy |
+29
| New | +$1.26K | ﹤0.01% | 611 |
|
|
2014
Q1 | – | Sell |
-138
| Closed | -$5K | – | 333 |
|
|
2013
Q4 | $5K | Buy |
138
+77
| +126% | +$2.58K | ﹤0.01% | 517 |
|
|
2013
Q3 | $2K | Buy |
+61
| New | +$1.97K | ﹤0.01% | 427 |
|
Other funds holding LBTYA
AACR
RCMNY
WHCM
OCM
CAM
DCM
Carson Wealth (CWM LLC)'s LBTYA Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Liberty Global Class A (LBTYA) stake by 18% in Q1 2026, selling an estimated $395K and leaving 155,533 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1230.
Carson Wealth (CWM LLC) first reported a position in LBTYA in Q3 2013 and has held it in 32 quarters since. The position peaked at $2.11M in Q4 2025. 288 funds tracked by Wall St. Rank hold LBTYA as of Q1 2026.
- Carson Wealth (CWM LLC) held 155,533 shares of Liberty Global Class A worth $1.88M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 33,931 Liberty Global Class A shares in Q1 2026, an estimated $395K.
- Liberty Global Class A made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1230 holding.
- Carson Wealth (CWM LLC) first reported a position in Liberty Global Class A in Q3 2013 and has held it in 32 quarters since.
- Carson Wealth (CWM LLC)'s Liberty Global Class A position peaked at $2.11M in Q4 2025.
- 288 funds tracked by Wall St. Rank held Liberty Global Class A as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.