Carson Wealth (CWM LLC)
LMND icon

Carson Wealth (CWM LLC)’s Lemonade LMND Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LMND Stock Details LMND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$296K Buy
4,723
+1,841
+64% +$127K ﹤0.01% 2395
2025
Q4 		$205K Buy
2,882
+364
+14% +$24.5K ﹤0.01% 2560
2025
Q3 		$135K Buy
2,518
+227
+10% +$11.1K ﹤0.01% 2748
2025
Q2 		$100K Sell
2,291
-522
-19% -$17.4K ﹤0.01% 2723
2025
Q1 		$88K Buy
2,813
+653
+30% +$22.5K ﹤0.01% 2526
2024
Q4 		$79K Sell
2,160
-394
-15% -$12.6K ﹤0.01% 2451
2024
Q3 		$42K Buy
2,554
+1,011
+66% +$18.6K ﹤0.01% 2821
2024
Q2 		$25K Buy
1,543
+387
+33% +$6.46K ﹤0.01% 2970
2024
Q1 		$19K Buy
1,156
+98
+9% +$1.65K ﹤0.01% 2945
2023
Q4 		$17K Sell
1,058
-392
-27% -$5.91K ﹤0.01% 2874
2023
Q3 		$17K Sell
1,450
-1,093
-43% -$17.5K ﹤0.01% 2791
2023
Q2 		$43K Sell
2,543
-68
-3% -$1.06K ﹤0.01% 2094
2023
Q1 		$37K Buy
2,611
+435
+20% +$6.61K ﹤0.01% 2076
2022
Q4 		$30K Buy
2,176
+1,346
+162% +$26.6K ﹤0.01% 2081
2022
Q3 		$18K Buy
830
+69
+9% +$1.57K ﹤0.01% 2294
2022
Q2 		$14K Sell
761
-132
-15% -$2.78K ﹤0.01% 2375
2022
Q1 		$24K Buy
893
+791
+775% +$22.4K ﹤0.01% 1970
2021
Q4 		$4K Buy
+102
New +$5.73K ﹤0.01% 2846
2021
Q2 		$64K Hold
585
– – ﹤0.01% 1296
2021
Q1 		$64K Hold
585
– – ﹤0.01% 1296
2020
Q4 		$64K Hold
585
– – ﹤0.01% 1296
2020
Q3 		$64K Buy
+585
New +$36.7K ﹤0.01% 1296

Other funds holding LMND

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Lemonade (LMND) stake by 64% in Q1 2026, buying an estimated $127K and bringing the position to 4,723 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #2395.

Carson Wealth (CWM LLC) first reported a position in LMND in Q3 2020 and has held it in 22 quarters since. 346 funds tracked by Wall St. Rank hold LMND as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,723 shares of Lemonade worth $296K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,841 Lemonade shares in Q1 2026, an estimated $127K.
  • Lemonade made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2395 holding.
  • Carson Wealth (CWM LLC) first reported a position in Lemonade in Q3 2020 and has held it in 22 quarters since.
  • 346 funds tracked by Wall St. Rank held Lemonade as of Q1 2026.

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