Carson Wealth (CWM LLC)’s Lazard Global Total Return & Income Fund LGI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LGI Stock Details LGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.54K	Buy	158 +4	+3%	+$73	﹤0.01%	5217
2025 Q4	$3K	Buy	+154	New	+$2.67K	﹤0.01%	4991
2023 Q1	–	Sell	-2,938	Closed	-$43K	–	4215
2022 Q4	$43K	Buy	+2,938	New	+$42.5K	﹤0.01%	1821
2022 Q3	–	Sell	-3,892	Closed	-$60K	–	4068
2022 Q2	$60K	Buy	+3,892	New	+$62.6K	﹤0.01%	1544
2019 Q1	–	Sell	-109,375	Closed	-$1.49M	–	3140
2018 Q4	$1.49M	Buy	+109,375	New	+$1.69M	0.04%	320

Other funds holding LGI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Lazard Global Total Return & Income Fund (LGI) stake by 2.6% in Q1 2026, buying an estimated $73 and bringing the position to 158 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #5217.

Carson Wealth (CWM LLC) first reported a position in LGI in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.49M in Q4 2018. 46 funds tracked by Wall St. Rank hold LGI as of Q1 2026.

Carson Wealth (CWM LLC) held 158 shares of Lazard Global Total Return & Income Fund worth $2.54K as of Q1 2026.
Carson Wealth (CWM LLC) bought 4 Lazard Global Total Return & Income Fund shares in Q1 2026, an estimated $73.
Lazard Global Total Return & Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5217 holding.
Carson Wealth (CWM LLC) first reported a position in Lazard Global Total Return & Income Fund in Q4 2018 and has held it in 5 quarters since.
Carson Wealth (CWM LLC)'s Lazard Global Total Return & Income Fund position peaked at $1.49M in Q4 2018.
46 funds tracked by Wall St. Rank held Lazard Global Total Return & Income Fund as of Q1 2026.

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