Carson Wealth (CWM LLC)
LLYVK icon

Carson Wealth (CWM LLC)’s Liberty Live Group Series C LLYVK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LLYVK Stock Details LLYVK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$130K Buy
1,378
+244
+22% +$21.9K ﹤0.01% 3058
2025
Q4 		$94K Buy
1,134
+3
+0.3% +$258 ﹤0.01% 3112
2025
Q3 		$110K Buy
1,131
+46
+4% +$4.16K ﹤0.01% 2911
2025
Q2 		$88K Buy
1,085
+259
+31% +$19.1K ﹤0.01% 2828
2025
Q1 		$56K Buy
826
+99
+14% +$7.06K ﹤0.01% 2888
2024
Q4 		$49K Sell
727
-80
-10% -$5.08K ﹤0.01% 2819
2024
Q3 		$41K Buy
807
+347
+75% +$13.9K ﹤0.01% 2849
2024
Q2 		$18K Buy
460
+50
+12% +$1.94K ﹤0.01% 3183
2024
Q1 		$18K Buy
410
+14
+4% +$536 ﹤0.01% 2973
2023
Q4 		$15K Sell
396
-5
-1% -$170 ﹤0.01% 2947
2023
Q3 		$13K Buy
+401
New +$13.3K ﹤0.01% 2985

Other funds holding LLYVK

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Liberty Live Group Series C (LLYVK) stake by 22% in Q1 2026, buying an estimated $21.9K and bringing the position to 1,378 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #3058.

Carson Wealth (CWM LLC) first reported a position in LLYVK in Q3 2023 and has held it in 11 quarters since. 294 funds tracked by Wall St. Rank hold LLYVK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,378 shares of Liberty Live Group Series C worth $130K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 244 Liberty Live Group Series C shares in Q1 2026, an estimated $21.9K.
  • Liberty Live Group Series C made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3058 holding.
  • Carson Wealth (CWM LLC) first reported a position in Liberty Live Group Series C in Q3 2023 and has held it in 11 quarters since.
  • 294 funds tracked by Wall St. Rank held Liberty Live Group Series C as of Q1 2026.

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