Carson Wealth (CWM LLC)
LION icon

Carson Wealth (CWM LLC)’s Lionsgate Studios LION Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LION Stock Details LION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$89.2K Buy
9,304
+13
+0.1% +$120 ﹤0.01% 3370
2025
Q4 		$85K Buy
9,291
+3,161
+52% +$22.5K ﹤0.01% 3192
2025
Q3 		$42K Sell
6,130
-1,467
-19% -$9.44K ﹤0.01% 3668
2025
Q2 		$44K Buy
+7,597
New +$50.8K ﹤0.01% 3385

Other funds holding LION

MFM
MHR Fund Management New York $1.92B AUM 119.57% 1-Year Est. Return
L7C
Liberty 77 Capital Washington, District of Columbia $1.75B AUM 88.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Lionsgate Studios (LION) stake by 0.14% in Q1 2026, buying an estimated $120 and bringing the position to 9,304 shares worth $89.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3370.

Carson Wealth (CWM LLC) first reported a position in LION in Q2 2025 and has held it in 4 quarters since. 274 funds tracked by Wall St. Rank hold LION as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,304 shares of Lionsgate Studios worth $89.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 13 Lionsgate Studios shares in Q1 2026, an estimated $120.
  • Lionsgate Studios made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3370 holding.
  • Carson Wealth (CWM LLC) first reported a position in Lionsgate Studios in Q2 2025 and has held it in 4 quarters since.
  • 274 funds tracked by Wall St. Rank held Lionsgate Studios as of Q1 2026.

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