Carson Wealth (CWM LLC)
LOAR icon

Carson Wealth (CWM LLC)’s Loar Holdings LOAR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LOAR Stock Details LOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.4K Buy
304
+4
+1% +$270 ﹤0.01% 4499
2025
Q4 		$20K Buy
300
+5
+2% +$365 ﹤0.01% 4184
2025
Q3 		$24K Sell
295
-76
-20% -$5.71K ﹤0.01% 4021
2025
Q2 		$32K Buy
371
+100
+37% +$8.65K ﹤0.01% 3623
2025
Q1 		$19K Buy
271
+72
+36% +$5.2K ﹤0.01% 3733
2024
Q4 		$15K Buy
199
+8
+4% +$656 ﹤0.01% 3650
2024
Q3 		$14K Buy
+191
New +$12.7K ﹤0.01% 3605

Other funds holding LOAR

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Carson Wealth (CWM LLC) increased its Loar Holdings (LOAR) stake by 1.3% in Q1 2026, buying an estimated $270 and bringing the position to 304 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4499.

Carson Wealth (CWM LLC) first reported a position in LOAR in Q3 2024 and has held it in 7 quarters since. The position peaked at $32K in Q2 2025. 248 funds tracked by Wall St. Rank hold LOAR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 304 shares of Loar Holdings worth $17.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4 Loar Holdings shares in Q1 2026, an estimated $270.
  • Loar Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4499 holding.
  • Carson Wealth (CWM LLC) first reported a position in Loar Holdings in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Loar Holdings position peaked at $32K in Q2 2025.
  • 248 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2026.

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