Carson Wealth (CWM LLC)’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $594K | Buy |
1,973
+295
| +18% | +$99K | ﹤0.01% | 1889 |
|
|
2025
Q4 | $599K | Buy |
1,678
+109
| +7% | +$38.6K | ﹤0.01% | 1804 |
|
|
2025
Q3 | $522K | Sell |
1,569
-277
| -15% | -$100K | ﹤0.01% | 1775 |
|
|
2025
Q2 | $692K | Sell |
1,846
-932
| -34% | -$327K | ﹤0.01% | 1443 |
|
|
2025
Q1 | $909K | Buy |
2,778
+902
| +48% | +$314K | ﹤0.01% | 1185 |
|
|
2024
Q4 | $612K | Buy |
1,876
+818
| +77% | +$242K | ﹤0.01% | 1305 |
|
|
2024
Q3 | $246K | Sell |
1,058
-147
| -12% | -$33.1K | ﹤0.01% | 1648 |
|
|
2024
Q2 | $337K | Buy |
1,205
+108
| +10% | +$29.3K | ﹤0.01% | 1345 |
|
|
2024
Q1 | $290K | Buy |
1,097
+112
| +11% | +$28.3K | ﹤0.01% | 1345 |
|
|
2023
Q4 | $224K | Buy |
985
+56
| +6% | +$12.6K | ﹤0.01% | 1375 |
|
|
2023
Q3 | $221K | Buy |
929
+36
| +4% | +$8.36K | ﹤0.01% | 1273 |
|
|
2023
Q2 | $194K | Sell |
893
-116
| -11% | -$23.2K | ﹤0.01% | 1266 |
|
|
2023
Q1 | $204K | Sell |
1,009
-112
| -10% | -$25.6K | ﹤0.01% | 1194 |
|
|
2022
Q4 | $242K | Buy |
1,121
+103
| +10% | +$24.1K | ﹤0.01% | 1028 |
|
|
2022
Q3 | $222K | Buy |
1,018
+80
| +9% | +$17K | ﹤0.01% | 1008 |
|
|
2022
Q2 | $173K | Buy |
938
+336
| +56% | +$63.8K | ﹤0.01% | 1096 |
|
|
2022
Q1 | $110K | Buy |
602
+225
| +60% | +$39.2K | ﹤0.01% | 1290 |
|
|
2021
Q4 | $60K | Buy |
+377
| New | +$62.2K | ﹤0.01% | 1498 |
|
|
2021
Q2 | $66K | Hold |
486
| – | – | ﹤0.01% | 1288 |
|
|
2021
Q1 | $66K | Hold |
486
| – | – | ﹤0.01% | 1288 |
|
|
2020
Q4 | $66K | Hold |
486
| – | – | ﹤0.01% | 1288 |
|
|
2020
Q3 | $66K | Hold |
486
| – | – | ﹤0.01% | 1288 |
|
|
2020
Q2 | $66K | Hold |
486
| – | – | ﹤0.01% | 1288 |
|
|
2020
Q1 | $66K | Hold |
486
| – | – | ﹤0.01% | 1288 |
|
|
2019
Q4 | $66K | Hold |
486
| – | – | ﹤0.01% | 1288 |
|
|
2019
Q3 | $66K | Hold |
486
| – | – | ﹤0.01% | 1288 |
|
|
2019
Q2 | $66K | Hold |
486
| – | – | ﹤0.01% | 1288 |
|
|
2019
Q1 | $66K | Buy |
486
+41
| +9% | +$2.96K | ﹤0.01% | 1288 |
|
|
2018
Q4 | $27K | Buy |
445
+178
| +67% | +$10.8K | ﹤0.01% | 1049 |
|
|
2018
Q3 | $17K | Buy |
267
+168
| +170% | +$11.1K | ﹤0.01% | 994 |
|
|
2018
Q2 | $6K | Hold |
99
| – | – | ﹤0.01% | 1152 |
|
|
2018
Q1 | $6K | Buy |
99
+43
| +77% | +$2.67K | ﹤0.01% | 974 |
|
|
2017
Q4 | $3K | Buy |
+56
| New | +$2.95K | ﹤0.01% | 1207 |
|
Other funds holding LPLA
SC
Carson Wealth (CWM LLC)'s LPLA Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its LPL Financial (LPLA) stake by 18% in Q1 2026, buying an estimated $99K and bringing the position to 1,973 shares worth $594K. The position accounts for ﹤0.01% of the portfolio, ranked #1889.
Carson Wealth (CWM LLC) first reported a position in LPLA in Q4 2017 and has held it in 33 quarters since. The position peaked at $909K in Q1 2025. 767 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.
- Carson Wealth (CWM LLC) held 1,973 shares of LPL Financial worth $594K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 295 LPL Financial shares in Q1 2026, an estimated $99K.
- LPL Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1889 holding.
- Carson Wealth (CWM LLC) first reported a position in LPL Financial in Q4 2017 and has held it in 33 quarters since.
- Carson Wealth (CWM LLC)'s LPL Financial position peaked at $909K in Q1 2025.
- 767 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.