Carson Wealth (CWM LLC)
LCII icon

Carson Wealth (CWM LLC)’s LCI Industries LCII Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LCII Stock Details LCII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$252K Buy
2,053
+12
+0.6% +$1.64K ﹤0.01% 2528
2025
Q4 		$248K Sell
2,041
-1,180
-37% -$126K ﹤0.01% 2389
2025
Q3 		$300K Buy
3,221
+505
+19% +$50.4K ﹤0.01% 2140
2025
Q2 		$248K Buy
2,716
+2,479
+1,046% +$211K ﹤0.01% 1991
2025
Q1 		$21K Buy
237
+139
+142% +$14K ﹤0.01% 3634
2024
Q4 		$10K Sell
98
-4
-4% -$461 ﹤0.01% 3872
2024
Q3 		$12K Buy
102
+39
+62% +$4.41K ﹤0.01% 3678
2024
Q2 		$7K Sell
63
-90
-59% -$9.72K ﹤0.01% 3719
2024
Q1 		$19K Sell
153
-27
-15% -$3.18K ﹤0.01% 2944
2023
Q4 		$23K Sell
180
-58
-24% -$6.67K ﹤0.01% 2690
2023
Q3 		$28K Buy
238
+8
+3% +$1K ﹤0.01% 2457
2023
Q2 		$29K Buy
230
+94
+69% +$10.8K ﹤0.01% 2394
2023
Q1 		$15K Sell
136
-82
-38% -$8.97K ﹤0.01% 2696
2022
Q4 		$20K Sell
218
-33
-13% -$3.24K ﹤0.01% 2368
2022
Q3 		$25K Buy
251
+137
+120% +$16.7K ﹤0.01% 2087
2022
Q2 		$13K Sell
114
-64
-36% -$7K ﹤0.01% 2424
2022
Q1 		$18K Buy
+178
New +$22.3K ﹤0.01% 2140
2019
Q1 		– Sell
-9
Closed -$1K – 3134
2018
Q4 		$1K Buy
+9
New +$656 ﹤0.01% 1925

Other funds holding LCII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LCII Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its LCI Industries (LCII) stake by 0.59% in Q1 2026, buying an estimated $1.64K and bringing the position to 2,053 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #2528.

Carson Wealth (CWM LLC) first reported a position in LCII in Q4 2018 and has held it in 18 quarters since. The position peaked at $300K in Q3 2025. 348 funds tracked by Wall St. Rank hold LCII as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,053 shares of LCI Industries worth $252K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 12 LCI Industries shares in Q1 2026, an estimated $1.64K.
  • LCI Industries made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2528 holding.
  • Carson Wealth (CWM LLC) first reported a position in LCI Industries in Q4 2018 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s LCI Industries position peaked at $300K in Q3 2025.
  • 348 funds tracked by Wall St. Rank held LCI Industries as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.