Carson Wealth (CWM LLC)
LINE

Carson Wealth (CWM LLC)’s Lineage Inc LINE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LINE Stock Details LINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.81M Buy
55,363
+28,716
+108% +$1.06M ﹤0.01% 1243
2025
Q4 		$933K Buy
26,647
+12,667
+91% +$468K ﹤0.01% 1536
2025
Q3 		$540K Buy
13,980
+11,647
+499% +$484K ﹤0.01% 1751
2025
Q2 		$102K Sell
2,333
-301
-11% -$14.5K ﹤0.01% 2707
2025
Q1 		$154K Buy
2,634
+2,561
+3,508% +$149K ﹤0.01% 2098
2024
Q4 		$4K Buy
73
+42
+135% +$2.85K ﹤0.01% 4368
2024
Q3 		$2K Buy
+31
New +$2.59K ﹤0.01% 4487

Other funds holding LINE

DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Lineage Inc (LINE) stake by 108% in Q1 2026, buying an estimated $1.06M and bringing the position to 55,363 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Carson Wealth (CWM LLC) first reported a position in LINE in Q3 2024 and has held it in 7 quarters since. 308 funds tracked by Wall St. Rank hold LINE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 55,363 shares of Lineage Inc worth $1.81M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 28,716 Lineage Inc shares in Q1 2026, an estimated $1.06M.
  • Lineage Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1243 holding.
  • Carson Wealth (CWM LLC) first reported a position in Lineage Inc in Q3 2024 and has held it in 7 quarters since.
  • 308 funds tracked by Wall St. Rank held Lineage Inc as of Q1 2026.

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