Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Liberty Live Group Series A LLYVA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LLYVA Stock Details LLYVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$136K Buy
1,485
+185
+14% +$16.2K ﹤0.01% 3020
2025
Q4 		$106K Buy
1,300
+48
+4% +$4K ﹤0.01% 3014
2025
Q3 		$118K Buy
1,252
+1
+0.1% +$88 ﹤0.01% 2847
2025
Q2 		$99K Buy
1,251
+324
+35% +$23.5K ﹤0.01% 2731
2025
Q1 		$62K Buy
927
+88
+10% +$6.14K ﹤0.01% 2793
2024
Q4 		$56K Buy
839
+265
+46% +$16.4K ﹤0.01% 2715
2024
Q3 		$28K Buy
574
+97
+20% +$3.79K ﹤0.01% 3148
2024
Q2 		$18K Buy
477
+47
+11% +$1.76K ﹤0.01% 3182
2024
Q1 		$18K Buy
430
+8
+2% +$299 ﹤0.01% 2972
2023
Q4 		$15K Sell
422
-14
-3% -$465 ﹤0.01% 2946
2023
Q3 		$14K Buy
+436
New +$14.3K ﹤0.01% 2927

Other funds holding LLYVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Carson Wealth (CWM LLC) increased its Liberty Live Group Series A (LLYVA) stake by 14% in Q1 2026, buying an estimated $16.2K and bringing the position to 1,485 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #3020.

Carson Wealth (CWM LLC) first reported a position in LLYVA in Q3 2023 and has held it in 11 quarters since. 236 funds tracked by Wall St. Rank hold LLYVA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,485 shares of Liberty Live Group Series A worth $136K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 185 Liberty Live Group Series A shares in Q1 2026, an estimated $16.2K.
  • Liberty Live Group Series A made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3020 holding.
  • Carson Wealth (CWM LLC) first reported a position in Liberty Live Group Series A in Q3 2023 and has held it in 11 quarters since.
  • 236 funds tracked by Wall St. Rank held Liberty Live Group Series A as of Q1 2026.

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