Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Lakeland Financial Corp LKFN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LKFN Stock Details LKFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$226K Sell
3,944
-454
-10% -$26.6K ﹤0.01% 2627
2025
Q4 		$251K Sell
4,398
-834
-16% -$49.6K ﹤0.01% 2380
2025
Q3 		$336K Buy
5,232
+1,094
+26% +$71K ﹤0.01% 2032
2025
Q2 		$254K Buy
4,138
+3,507
+556% +$204K ﹤0.01% 1977
2025
Q1 		$37K Buy
631
+182
+41% +$11.9K ﹤0.01% 3227
2024
Q4 		$31K Buy
449
+102
+29% +$7.08K ﹤0.01% 3149
2024
Q3 		$23K Buy
347
+70
+25% +$4.56K ﹤0.01% 3271
2024
Q2 		$17K Buy
277
+134
+94% +$8.16K ﹤0.01% 3223
2024
Q1 		$9K Sell
143
-105
-42% -$6.78K ﹤0.01% 3405
2023
Q4 		$16K Sell
248
-131
-35% -$7.22K ﹤0.01% 2913
2023
Q3 		$18K Sell
379
-237
-38% -$12.3K ﹤0.01% 2747
2023
Q2 		$30K Sell
616
-18,704
-97% -$978K ﹤0.01% 2372
2023
Q1 		$1.21M Hold
19,320
– – 0.01% 603
2022
Q4 		$1.41M Sell
19,320
-287
-1% -$22K 0.01% 519
2022
Q3 		$1.43M Sell
19,607
-771
-4% -$57.5K 0.01% 465
2022
Q2 		$1.35M Sell
20,378
-1,942
-9% -$138K 0.01% 488
2022
Q1 		$1.63M Sell
22,320
-5,251
-19% -$419K 0.01% 442
2021
Q4 		$2.21M Buy
+27,571
New +$2.05M 0.02% 411
2021
Q2 		$1.96M Hold
31,756
– – 0.02% 430
2021
Q1 		$1.96M Hold
31,756
– – 0.02% 430
2020
Q4 		$1.96M Hold
31,756
– – 0.02% 430
2020
Q3 		$1.96M Hold
31,756
– – 0.02% 430
2020
Q2 		$1.96M Hold
31,756
– – 0.02% 430
2020
Q1 		$1.96M Hold
31,756
– – 0.02% 430
2019
Q4 		$1.96M Hold
31,756
– – 0.02% 430
2019
Q3 		$1.96M Hold
31,756
– – 0.02% 430
2019
Q2 		$1.96M Hold
31,756
– – 0.02% 430
2019
Q1 		$1.96M Buy
31,756
+31,665
+34,797% +$1.44M 0.02% 430
2018
Q4 		$4K Sell
91
-111
-55% -$4.83K ﹤0.01% 1599
2018
Q3 		$9K Hold
202
– – ﹤0.01% 1190
2018
Q2 		$10K Buy
+202
New +$9.82K ﹤0.01% 999

Other funds holding LKFN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Carson Wealth (CWM LLC) reduced its Lakeland Financial Corp (LKFN) stake by 10% in Q1 2026, selling an estimated $26.6K and leaving 3,944 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #2627.

Carson Wealth (CWM LLC) first reported a position in LKFN in Q2 2018 and has held it in 31 quarters since. The position peaked at $2.21M in Q4 2021. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,944 shares of Lakeland Financial Corp worth $226K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 454 Lakeland Financial Corp shares in Q1 2026, an estimated $26.6K.
  • Lakeland Financial Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2627 holding.
  • Carson Wealth (CWM LLC) first reported a position in Lakeland Financial Corp in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s Lakeland Financial Corp position peaked at $2.21M in Q4 2021.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

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