Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Liberty Latin America Class A LILA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LILA Stock Details LILA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$69.1K Buy
11,772
+978
+9% +$5.15K ﹤0.01% 3560
2025
Q4 		$54K Buy
10,794
+1,245
+13% +$6.87K ﹤0.01% 3548
2025
Q3 		$54K Buy
9,549
+4,265
+81% +$21.3K ﹤0.01% 3468
2025
Q2 		$22K Buy
5,284
+1,798
+52% +$6.51K ﹤0.01% 3850
2025
Q1 		$15K Buy
3,486
+1,269
+57% +$5.79K ﹤0.01% 3878
2024
Q4 		$10K Sell
2,217
-1,506
-40% -$8.25K ﹤0.01% 3874
2024
Q3 		$24K Buy
3,723
+1,204
+48% +$7.88K ﹤0.01% 3244
2024
Q2 		$16K Buy
2,519
+703
+39% +$3.92K ﹤0.01% 3269
2024
Q1 		$9K Sell
1,816
-209
-10% -$957 ﹤0.01% 3404
2023
Q4 		$10K Sell
2,025
-1,648
-45% -$7.95K ﹤0.01% 3187
2023
Q3 		$20K Buy
3,673
+552
+18% +$3.2K ﹤0.01% 2687
2023
Q2 		$19K Buy
3,121
+112
+4% +$626 ﹤0.01% 2678
2023
Q1 		$17K Buy
3,009
+439
+17% +$2.61K ﹤0.01% 2620
2022
Q4 		$13K Buy
2,570
+1,544
+150% +$7.88K ﹤0.01% 2652
2022
Q3 		$4K Buy
1,026
+571
+125% +$2.76K ﹤0.01% 3185
2022
Q2 		$2K Buy
455
+84
+23% +$523 ﹤0.01% 3365
2022
Q1 		$2K Buy
+371
New +$2.67K ﹤0.01% 3192
2016
Q3 		– Sell
-2
Closed – – 1034
2016
Q2 		$0 Hold
2
– – ﹤0.01% 834
2016
Q1 		$0 Buy
+2
New +$45 ﹤0.01% 786
2015
Q4 		– Sell
-2
Closed – – 729
2015
Q3 		$0 Buy
+2
New +$51 ﹤0.01% 647

Other funds holding LILA

RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Liberty Latin America Class A (LILA) stake by 9.1% in Q1 2026, buying an estimated $5.15K and bringing the position to 11,772 shares worth $69.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3560.

Carson Wealth (CWM LLC) first reported a position in LILA in Q3 2015 and has held it in 20 quarters since. 136 funds tracked by Wall St. Rank hold LILA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,772 shares of Liberty Latin America Class A worth $69.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 978 Liberty Latin America Class A shares in Q1 2026, an estimated $5.15K.
  • Liberty Latin America Class A made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3560 holding.
  • Carson Wealth (CWM LLC) first reported a position in Liberty Latin America Class A in Q3 2015 and has held it in 20 quarters since.
  • 136 funds tracked by Wall St. Rank held Liberty Latin America Class A as of Q1 2026.

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