Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Lincoln Educational Services LINC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LINC Stock Details LINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.4K Buy
722
+124
+21% +$3.9K ﹤0.01% 4180
2025
Q4 		$14K Buy
598
+82
+16% +$1.79K ﹤0.01% 4375
2025
Q3 		$12K Sell
516
-101
-16% -$2.16K ﹤0.01% 4398
2025
Q2 		$14K Sell
617
-25
-4% -$502 ﹤0.01% 4119
2025
Q1 		$10K Buy
642
+592
+1,184% +$9.63K ﹤0.01% 4111
2024
Q4 		$1K Buy
50
+2
+4% +$29 ﹤0.01% 4738
2024
Q3 		$1K Sell
48
-307
-86% -$3.82K ﹤0.01% 4620
2024
Q2 		$4K Buy
355
+354
+35,400% +$3.86K ﹤0.01% 3972
2024
Q1 		$0 Buy
+1
New +$10 ﹤0.01% 4541

Other funds holding LINC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Lincoln Educational Services (LINC) stake by 21% in Q1 2026, buying an estimated $3.9K and bringing the position to 722 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4180.

Carson Wealth (CWM LLC) first reported a position in LINC in Q1 2024 and has held it in 9 quarters since. 193 funds tracked by Wall St. Rank hold LINC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 722 shares of Lincoln Educational Services worth $29.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 124 Lincoln Educational Services shares in Q1 2026, an estimated $3.9K.
  • Lincoln Educational Services made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4180 holding.
  • Carson Wealth (CWM LLC) first reported a position in Lincoln Educational Services in Q1 2024 and has held it in 9 quarters since.
  • 193 funds tracked by Wall St. Rank held Lincoln Educational Services as of Q1 2026.

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