Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s LCNB Corp LCNB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LCNB Stock Details LCNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51.3K Buy
3,290
+511
+18% +$8.56K ﹤0.01% 3801
2025
Q4 		$46K Buy
2,779
+288
+12% +$4.53K ﹤0.01% 3664
2025
Q3 		$37K Buy
2,491
+1,637
+192% +$25.3K ﹤0.01% 3752
2025
Q2 		$12K Buy
854
+154
+22% +$2.23K ﹤0.01% 4210
2025
Q1 		$10K Buy
700
+96
+16% +$1.44K ﹤0.01% 4110
2024
Q4 		$9K Buy
604
+471
+354% +$7.54K ﹤0.01% 3936
2024
Q3 		$2K Buy
133
+115
+639% +$1.7K ﹤0.01% 4413
2024
Q2 		$0 Buy
18
+6
+50% +$86 ﹤0.01% 4766
2024
Q1 		$0 Buy
+12
New +$178 ﹤0.01% 4537

Other funds holding LCNB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LC
LCNB Corp Lebanon, Ohio $326M AUM 29.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its LCNB Corp (LCNB) stake by 18% in Q1 2026, buying an estimated $8.56K and bringing the position to 3,290 shares worth $51.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3801.

Carson Wealth (CWM LLC) first reported a position in LCNB in Q1 2024 and has held it in 9 quarters since. 109 funds tracked by Wall St. Rank hold LCNB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,290 shares of LCNB Corp worth $51.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 511 LCNB Corp shares in Q1 2026, an estimated $8.56K.
  • LCNB Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3801 holding.
  • Carson Wealth (CWM LLC) first reported a position in LCNB Corp in Q1 2024 and has held it in 9 quarters since.
  • 109 funds tracked by Wall St. Rank held LCNB Corp as of Q1 2026.

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