Carson Wealth (CWM LLC)’s LATAM Airlines Group S.A. LTM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LTM Stock Details LTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$171K	Sell	3,462 -31	-0.9%	-$1.75K	﹤0.01%	2854
2025 Q4	$189K	Hold	3,493	–	–	﹤0.01%	2621
2025 Q3	$158K	Buy	3,493 +3,327	+2,004%	+$150K	﹤0.01%	2625
2025 Q2	$7K	Buy	166 +43	+35%	+$1.49K	﹤0.01%	4508
2025 Q1	$4K	Sell	123 -44	-26%	-$1.34K	﹤0.01%	4585
2024 Q4	$5K	Buy	167 +96	+135%	+$2.62K	﹤0.01%	4258
2024 Q3	$2K	Buy	+71	New	+$1.77K	﹤0.01%	4488

Other funds holding LTM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

OPAM

Olympus Peak Asset Management Greenwich, Connecticut $27.1M AUM 43.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its LATAM Airlines Group S.A. (LTM) stake by 0.89% in Q1 2026, selling an estimated $1.75K and leaving 3,462 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #2854.

Carson Wealth (CWM LLC) first reported a position in LTM in Q3 2024 and has held it in 7 quarters since. The position peaked at $189K in Q4 2025. 163 funds tracked by Wall St. Rank hold LTM as of Q1 2026.

Carson Wealth (CWM LLC) held 3,462 shares of LATAM Airlines Group S.A. worth $171K as of Q1 2026.
Carson Wealth (CWM LLC) sold 31 LATAM Airlines Group S.A. shares in Q1 2026, an estimated $1.75K.
LATAM Airlines Group S.A. made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2854 holding.
Carson Wealth (CWM LLC) first reported a position in LATAM Airlines Group S.A. in Q3 2024 and has held it in 7 quarters since.
Carson Wealth (CWM LLC)'s LATAM Airlines Group S.A. position peaked at $189K in Q4 2025.
163 funds tracked by Wall St. Rank held LATAM Airlines Group S.A. as of Q1 2026.

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