Carson Wealth (CWM LLC)
LPL icon

Carson Wealth (CWM LLC)’s LG Display LPL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LPL Stock Details LPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$148K Buy
38,189
+10,572
+38% +$44.7K ﹤0.01% 2964
2025
Q4 		$116K Buy
27,617
+3,469
+14% +$16.2K ﹤0.01% 2957
2025
Q3 		$126K Buy
24,148
+1,710
+8% +$7.11K ﹤0.01% 2799
2025
Q2 		$77K Buy
22,438
+891
+4% +$2.75K ﹤0.01% 2933
2025
Q1 		$67K Buy
21,547
+870
+4% +$2.83K ﹤0.01% 2730
2024
Q4 		$63K Buy
20,677
+1,857
+10% +$6.54K ﹤0.01% 2617
2024
Q3 		$76K Sell
18,820
-311
-2% -$1.29K ﹤0.01% 2371
2024
Q2 		$79K Buy
19,131
+1,058
+6% +$4.09K ﹤0.01% 2144
2024
Q1 		$74K Buy
18,073
+7,211
+66% +$32.3K ﹤0.01% 2057
2023
Q4 		$52K Buy
10,862
+40
+0.4% +$191 ﹤0.01% 2154
2023
Q3 		$53K Buy
10,822
+2,571
+31% +$13.5K ﹤0.01% 2022
2023
Q2 		$50K Buy
8,251
+1,005
+14% +$6.12K ﹤0.01% 1988
2023
Q1 		$46K Buy
7,246
+972
+15% +$5.52K ﹤0.01% 1922
2022
Q4 		$31K Buy
6,274
+1,248
+25% +$6.34K ﹤0.01% 2060
2022
Q3 		$21K Buy
5,026
+1,809
+56% +$10.2K ﹤0.01% 2194
2022
Q2 		$18K Buy
3,217
+1,586
+97% +$10.8K ﹤0.01% 2191
2022
Q1 		$13K Buy
1,631
+1,317
+419% +$11.2K ﹤0.01% 2329
2021
Q4 		$3K Buy
+314
New +$2.71K ﹤0.01% 2995
2018
Q3 		– Sell
-301
Closed -$2K – 1929
2018
Q2 		$2K Buy
+301
New +$3.16K ﹤0.01% 1391

Other funds holding LPL

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its LG Display (LPL) stake by 38% in Q1 2026, buying an estimated $44.7K and bringing the position to 38,189 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #2964.

Carson Wealth (CWM LLC) first reported a position in LPL in Q2 2018 and has held it in 19 quarters since. 159 funds tracked by Wall St. Rank hold LPL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 38,189 shares of LG Display worth $148K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 10,572 LG Display shares in Q1 2026, an estimated $44.7K.
  • LG Display made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2964 holding.
  • Carson Wealth (CWM LLC) first reported a position in LG Display in Q2 2018 and has held it in 19 quarters since.
  • 159 funds tracked by Wall St. Rank held LG Display as of Q1 2026.

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