Carson Wealth (CWM LLC)
LCUT icon

Carson Wealth (CWM LLC)’s Lifetime Brands LCUT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LCUT Stock Details LCUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.42K Sell
247
-55
-18% -$209 ﹤0.01% 5340
2025
Q4 		$1K Sell
302
-187
-38% -$687 ﹤0.01% 5243
2025
Q3 		$2K Sell
489
-1,395
-74% -$5.93K ﹤0.01% 5011
2025
Q2 		$10K Buy
1,884
+1,242
+193% +$4.62K ﹤0.01% 4298
2025
Q1 		$3K Buy
642
+124
+24% +$672 ﹤0.01% 4639
2024
Q4 		$3K Buy
518
+434
+517% +$2.62K ﹤0.01% 4418
2024
Q3 		$1K Buy
+84
New +$617 ﹤0.01% 4618

Other funds holding LCUT

JCP
JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Lifetime Brands (LCUT) stake by 18% in Q1 2026, selling an estimated $209 and leaving 247 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #5340.

Carson Wealth (CWM LLC) first reported a position in LCUT in Q3 2024 and has held it in 7 quarters since. The position peaked at $10K in Q2 2025. 54 funds tracked by Wall St. Rank hold LCUT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 247 shares of Lifetime Brands worth $1.42K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 55 Lifetime Brands shares in Q1 2026, an estimated $209.
  • Lifetime Brands made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5340 holding.
  • Carson Wealth (CWM LLC) first reported a position in Lifetime Brands in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Lifetime Brands position peaked at $10K in Q2 2025.
  • 54 funds tracked by Wall St. Rank held Lifetime Brands as of Q1 2026.

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