Carson Wealth (CWM LLC)’s Liberty Global Class C LBTYK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $125K | Buy |
10,697
+4,842
| +83% | +$55.5K | ﹤0.01% | 3079 |
|
|
2025
Q4 | $65K | Buy |
5,855
+1,286
| +28% | +$14.3K | ﹤0.01% | 3409 |
|
|
2025
Q3 | $54K | Buy |
4,569
+3,022
| +195% | +$33.8K | ﹤0.01% | 3467 |
|
|
2025
Q2 | $16K | Sell |
1,547
-5,643
| -78% | -$58.4K | ﹤0.01% | 4043 |
|
|
2025
Q1 | $86K | Buy |
7,190
+1,155
| +19% | +$13.9K | ﹤0.01% | 2548 |
|
|
2024
Q4 | $79K | Sell |
6,035
-237
| -4% | -$4.09K | ﹤0.01% | 2450 |
|
|
2024
Q3 | $136K | Buy |
6,272
+5,774
| +1,159% | +$114K | ﹤0.01% | 2000 |
|
|
2024
Q2 | $9K | Buy |
498
+223
| +81% | +$3.88K | ﹤0.01% | 3610 |
|
|
2024
Q1 | $5K | Buy |
275
+32
| +13% | +$616 | ﹤0.01% | 3669 |
|
|
2023
Q4 | $5K | Buy |
243
+18
| +8% | +$312 | ﹤0.01% | 3518 |
|
|
2023
Q3 | $4K | Buy |
225
+125
| +125% | +$2.4K | ﹤0.01% | 3573 |
|
|
2023
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 3815 |
|
|
2023
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 3666 |
|
|
2022
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 3581 |
|
|
2022
Q3 | $2K | Sell |
100
-528
| -84% | -$11.2K | ﹤0.01% | 3485 |
|
|
2022
Q2 | $14K | Sell |
628
-1,812
| -74% | -$44.2K | ﹤0.01% | 2371 |
|
|
2022
Q1 | $63K | Sell |
2,440
-6,983
| -74% | -$187K | ﹤0.01% | 1508 |
|
|
2021
Q4 | $265K | Buy |
+9,423
| New | +$269K | ﹤0.01% | 917 |
|
|
2021
Q2 | $13K | Hold |
467
| – | – | ﹤0.01% | 1991 |
|
|
2021
Q1 | $13K | Hold |
467
| – | – | ﹤0.01% | 1991 |
|
|
2020
Q4 | $13K | Hold |
467
| – | – | ﹤0.01% | 1991 |
|
|
2020
Q3 | $13K | Hold |
467
| – | – | ﹤0.01% | 1991 |
|
|
2020
Q2 | $13K | Hold |
467
| – | – | ﹤0.01% | 1990 |
|
|
2020
Q1 | $13K | Hold |
467
| – | – | ﹤0.01% | 1990 |
|
|
2019
Q4 | $13K | Hold |
467
| – | – | ﹤0.01% | 1990 |
|
|
2019
Q3 | $13K | Hold |
467
| – | – | ﹤0.01% | 1990 |
|
|
2019
Q2 | $13K | Hold |
467
| – | – | ﹤0.01% | 1990 |
|
|
2019
Q1 | $13K | Buy |
+467
| New | +$11.1K | ﹤0.01% | 1990 |
|
|
2018
Q2 | – | Sell |
-242
| Closed | -$7K | – | 1733 |
|
|
2018
Q1 | $7K | Hold |
242
| – | – | ﹤0.01% | 937 |
|
|
2017
Q4 | $8K | Sell |
242
-56
| -19% | -$1.72K | ﹤0.01% | 942 |
|
|
2017
Q3 | $10K | Buy |
298
+56
| +23% | +$1.81K | ﹤0.01% | 890 |
|
|
2017
Q2 | $8K | Buy |
+242
| New | +$7.55K | ﹤0.01% | 817 |
|
|
2014
Q1 | – | Sell |
-3,360
| Closed | -$115K | – | 334 |
|
|
2013
Q4 | $115K | Buy |
3,360
+309
| +10% | +$9.64K | 0.02% | 186 |
|
|
2013
Q3 | $93K | Buy |
+3,051
| New | +$91.7K | 0.02% | 152 |
|
Other funds holding LBTYK
BG
RCMNY
AACR
OAM
Carson Wealth (CWM LLC)'s LBTYK Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Liberty Global Class C (LBTYK) stake by 83% in Q1 2026, buying an estimated $55.5K and bringing the position to 10,697 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #3079.
Carson Wealth (CWM LLC) first reported a position in LBTYK in Q3 2013 and has held it in 34 quarters since. The position peaked at $265K in Q4 2021. 275 funds tracked by Wall St. Rank hold LBTYK as of Q1 2026.
- Carson Wealth (CWM LLC) held 10,697 shares of Liberty Global Class C worth $125K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 4,842 Liberty Global Class C shares in Q1 2026, an estimated $55.5K.
- Liberty Global Class C made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3079 holding.
- Carson Wealth (CWM LLC) first reported a position in Liberty Global Class C in Q3 2013 and has held it in 34 quarters since.
- Carson Wealth (CWM LLC)'s Liberty Global Class C position peaked at $265K in Q4 2021.
- 275 funds tracked by Wall St. Rank held Liberty Global Class C as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.