Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Levi Strauss LEVI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LEVI Stock Details LEVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$722K Buy
39,056
+60
+0.2% +$1.23K ﹤0.01% 1766
2025
Q4 		$809K Sell
38,996
-11
-0% -$237 ﹤0.01% 1625
2025
Q3 		$909K Buy
39,007
+362
+0.9% +$7.69K ﹤0.01% 1469
2025
Q2 		$715K Buy
38,645
+29,467
+321% +$490K ﹤0.01% 1424
2025
Q1 		$143K Buy
9,178
+8,794
+2,290% +$153K ﹤0.01% 2138
2024
Q4 		$7K Sell
384
-596
-61% -$10.5K ﹤0.01% 4055
2024
Q3 		$21K Buy
980
+869
+783% +$16.4K ﹤0.01% 3324
2024
Q2 		$2K Buy
111
+110
+11,000% +$2.41K ﹤0.01% 4228
2024
Q1 		$0 Buy
+1
New +$17 ﹤0.01% 4538
2023
Q4 		– Sell
-101
Closed -$1K – 4346
2023
Q3 		$1K Hold
101
– – ﹤0.01% 4010
2023
Q2 		$1K Buy
101
+100
+10,000% +$1.44K ﹤0.01% 3990
2023
Q1 		$0 Hold
1
– – ﹤0.01% 4214
2022
Q4 		$0 Hold
1
– – ﹤0.01% 4122
2022
Q3 		$0 Sell
1
-3
-75% -$54 ﹤0.01% 4067
2022
Q2 		$0 Hold
4
– – ﹤0.01% 3966
2022
Q1 		$0 Hold
4
– – ﹤0.01% 3713
2021
Q4 		$0 Buy
+4
New +$103 ﹤0.01% 3582
2021
Q2 		$1K Hold
48
– – ﹤0.01% 2817
2021
Q1 		$1K Hold
48
– – ﹤0.01% 2817
2020
Q4 		$1K Hold
48
– – ﹤0.01% 2817
2020
Q3 		$1K Hold
48
– – ﹤0.01% 2816
2020
Q2 		$1K Hold
48
– – ﹤0.01% 2816
2020
Q1 		$1K Hold
48
– – ﹤0.01% 2815
2019
Q4 		$1K Hold
48
– – ﹤0.01% 2815
2019
Q3 		$1K Hold
48
– – ﹤0.01% 2815
2019
Q2 		$1K Hold
48
– – ﹤0.01% 2815
2019
Q1 		$1K Buy
+48
New +$1.08K ﹤0.01% 2814

Other funds holding LEVI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Levi Strauss (LEVI) stake by 0.15% in Q1 2026, buying an estimated $1.23K and bringing the position to 39,056 shares worth $722K. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

Carson Wealth (CWM LLC) first reported a position in LEVI in Q1 2019 and has held it in 27 quarters since. The position peaked at $909K in Q3 2025. 284 funds tracked by Wall St. Rank hold LEVI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 39,056 shares of Levi Strauss worth $722K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 60 Levi Strauss shares in Q1 2026, an estimated $1.23K.
  • Levi Strauss made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1766 holding.
  • Carson Wealth (CWM LLC) first reported a position in Levi Strauss in Q1 2019 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s Levi Strauss position peaked at $909K in Q3 2025.
  • 284 funds tracked by Wall St. Rank held Levi Strauss as of Q1 2026.

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