Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Lifecore Biomedical LFCR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LFCR Stock Details LFCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.03K Sell
815
-39
-5% -$269 ﹤0.01% 5180
2025
Q4 		$7K Sell
854
-64
-7% -$473 ﹤0.01% 4705
2025
Q3 		$7K Buy
918
+30
+3% +$227 ﹤0.01% 4627
2025
Q2 		$7K Buy
888
+171
+24% +$1.15K ﹤0.01% 4463
2025
Q1 		$5K Buy
717
+142
+25% +$882 ﹤0.01% 4461
2024
Q4 		$4K Buy
575
+98
+21% +$626 ﹤0.01% 4323
2024
Q3 		$2K Buy
477
+51
+12% +$266 ﹤0.01% 4416
2024
Q2 		$2K Sell
426
-130
-23% -$770 ﹤0.01% 4229
2024
Q1 		$3K Hold
556
– – ﹤0.01% 3856
2023
Q4 		$3K Hold
556
– – ﹤0.01% 3713
2023
Q3 		$4K Hold
556
– – ﹤0.01% 3574
2023
Q2 		$5K Hold
556
– – ﹤0.01% 3449
2023
Q1 		$2K Buy
556
+333
+149% +$1.86K ﹤0.01% 3667
2022
Q4 		$1K Buy
+223
New +$1.84K ﹤0.01% 3779
2022
Q2 		– Sell
-78
Closed -$1K – 3967
2022
Q1 		$1K Buy
+78
New +$869 ﹤0.01% 3368

Other funds holding LFCR

2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GC
Grizzlyrock Capital Chicago, Illinois $126M AUM 11.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Lifecore Biomedical (LFCR) stake by 4.6% in Q1 2026, selling an estimated $269 and leaving 815 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #5180.

Carson Wealth (CWM LLC) first reported a position in LFCR in Q1 2022 and has held it in 15 quarters since. The position peaked at $7K in Q4 2025. 105 funds tracked by Wall St. Rank hold LFCR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 815 shares of Lifecore Biomedical worth $3.03K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 39 Lifecore Biomedical shares in Q1 2026, an estimated $269.
  • Lifecore Biomedical made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5180 holding.
  • Carson Wealth (CWM LLC) first reported a position in Lifecore Biomedical in Q1 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s Lifecore Biomedical position peaked at $7K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held Lifecore Biomedical as of Q1 2026.

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