Carson Wealth (CWM LLC)
LEGH icon

Carson Wealth (CWM LLC)’s Legacy Housing LEGH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LEGH Stock Details LEGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.9K Buy
776
+246
+46% +$5.13K ﹤0.01% 4553
2025
Q4 		$10K Sell
530
-57
-10% -$1.22K ﹤0.01% 4549
2025
Q3 		$16K Buy
587
+180
+44% +$4.59K ﹤0.01% 4246
2025
Q2 		$9K Sell
407
-23
-5% -$538 ﹤0.01% 4360
2025
Q1 		$11K Buy
430
+39
+10% +$991 ﹤0.01% 4059
2024
Q4 		$10K Buy
391
+49
+14% +$1.27K ﹤0.01% 3873
2024
Q3 		$9K Buy
342
+8
+2% +$210 ﹤0.01% 3839
2024
Q2 		$8K Buy
334
+10
+3% +$220 ﹤0.01% 3672
2024
Q1 		$7K Buy
324
+16
+5% +$384 ﹤0.01% 3516
2023
Q4 		$8K Sell
308
-39
-11% -$825 ﹤0.01% 3290
2023
Q3 		$7K Hold
347
– – ﹤0.01% 3307
2023
Q2 		$8K Hold
347
– – ﹤0.01% 3213
2023
Q1 		$8K Hold
347
– – ﹤0.01% 3084
2022
Q4 		$7K Hold
347
– – ﹤0.01% 3012
2022
Q3 		$6K Buy
347
+39
+13% +$619 ﹤0.01% 2981
2022
Q2 		$4K Buy
+308
New +$5.19K ﹤0.01% 3099

Other funds holding LEGH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Carson Wealth (CWM LLC) increased its Legacy Housing (LEGH) stake by 46% in Q1 2026, buying an estimated $5.13K and bringing the position to 776 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4553.

Carson Wealth (CWM LLC) first reported a position in LEGH in Q2 2022 and has held it in 16 quarters since. The position peaked at $16K in Q3 2025. 112 funds tracked by Wall St. Rank hold LEGH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 776 shares of Legacy Housing worth $15.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 246 Legacy Housing shares in Q1 2026, an estimated $5.13K.
  • Legacy Housing made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4553 holding.
  • Carson Wealth (CWM LLC) first reported a position in Legacy Housing in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Legacy Housing position peaked at $16K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held Legacy Housing as of Q1 2026.

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