Carson Wealth (CWM LLC)
LFMD icon

Carson Wealth (CWM LLC)’s LifeMD LFMD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LFMD Stock Details LFMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.1K Buy
10,559
+9,498
+895% +$32.9K ﹤0.01% 3995
2025
Q4 		$4K Sell
1,061
-5,825
-85% -$28.3K ﹤0.01% 4900
2025
Q3 		$47K Sell
6,886
-1,119
-14% -$9.24K ﹤0.01% 3580
2025
Q2 		$109K Sell
8,005
-1,045
-12% -$9.87K ﹤0.01% 2638
2025
Q1 		$49K Buy
9,050
+1,351
+18% +$7.67K ﹤0.01% 3016
2024
Q4 		$38K Sell
7,699
-3,651
-32% -$19.1K ﹤0.01% 2988
2024
Q3 		$59K Buy
+11,350
New +$65.4K ﹤0.01% 2569
2023
Q3 		– Sell
-139
Closed -$1K – 4363
2023
Q2 		$1K Sell
139
-504
-78% -$1.12K ﹤0.01% 3991
2023
Q1 		$1K Sell
643
-12,341
-95% -$21.8K ﹤0.01% 3863
2022
Q4 		$25K Sell
12,984
-433
-3% -$971 ﹤0.01% 2205
2022
Q3 		$26K Sell
13,417
-30
-0.2% -$72 ﹤0.01% 2057
2022
Q2 		$27K Buy
13,447
+1,137
+9% +$2.82K ﹤0.01% 1946
2022
Q1 		$43K Buy
12,310
+2,223
+22% +$7.89K ﹤0.01% 1667
2021
Q4 		$39K Buy
+10,087
New +$47.7K ﹤0.01% 1678
2021
Q2 		$91K Hold
7,710
– – ﹤0.01% 1169
2021
Q1 		$91K Hold
7,710
– – ﹤0.01% 1168
2020
Q4 		$91K Buy
+7,710
New +$56.5K ﹤0.01% 1168

Other funds holding LFMD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its LifeMD (LFMD) stake by 895% in Q1 2026, buying an estimated $32.9K and bringing the position to 10,559 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3995.

Carson Wealth (CWM LLC) first reported a position in LFMD in Q4 2020 and has held it in 17 quarters since. The position peaked at $109K in Q2 2025. 102 funds tracked by Wall St. Rank hold LFMD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,559 shares of LifeMD worth $38.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,498 LifeMD shares in Q1 2026, an estimated $32.9K.
  • LifeMD made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3995 holding.
  • Carson Wealth (CWM LLC) first reported a position in LifeMD in Q4 2020 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s LifeMD position peaked at $109K in Q2 2025.
  • 102 funds tracked by Wall St. Rank held LifeMD as of Q1 2026.

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