Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Lucid Diagnostics LUCD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LUCD Stock Details LUCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.5K Buy
16,940
+13,700
+423% +$17.4K ﹤0.01% 4433
2025
Q4 		$4K Sell
3,240
-212
-6% -$237 ﹤0.01% 4901
2025
Q3 		$3K Buy
3,452
+1,491
+76% +$1.63K ﹤0.01% 4909
2025
Q2 		$2K Hold
1,961
– – ﹤0.01% 4893
2025
Q1 		$3K Hold
1,961
– – ﹤0.01% 4642
2024
Q4 		$2K Buy
1,961
+200
+11% +$176 ﹤0.01% 4559
2024
Q3 		$1K Hold
1,761
– – ﹤0.01% 4625
2024
Q2 		$1K Hold
1,761
– – ﹤0.01% 4412
2024
Q1 		$1K Buy
+1,761
New +$2.29K ﹤0.01% 4160
2023
Q4 		– Sell
-1,920
Closed -$2K – 4356
2023
Q3 		$2K Hold
1,920
– – ﹤0.01% 3826
2023
Q2 		$3K Hold
1,920
– – ﹤0.01% 3658
2023
Q1 		$3K Hold
1,920
– – ﹤0.01% 3530
2022
Q4 		$3K Sell
1,920
-100
-5% -$180 ﹤0.01% 3427
2022
Q3 		$3K Hold
2,020
– – ﹤0.01% 3322
2022
Q2 		$5K Buy
+2,020
New +$4.49K ﹤0.01% 2988
2022
Q1 		– Sell
-200
Closed -$1K – 3722
2021
Q4 		$1K Buy
+200
New +$1.62K ﹤0.01% 3328

Other funds holding LUCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Lucid Diagnostics (LUCD) stake by 423% in Q1 2026, buying an estimated $17.4K and bringing the position to 16,940 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4433.

Carson Wealth (CWM LLC) first reported a position in LUCD in Q4 2021 and has held it in 16 quarters since. 103 funds tracked by Wall St. Rank hold LUCD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 16,940 shares of Lucid Diagnostics worth $19.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 13,700 Lucid Diagnostics shares in Q1 2026, an estimated $17.4K.
  • Lucid Diagnostics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4433 holding.
  • Carson Wealth (CWM LLC) first reported a position in Lucid Diagnostics in Q4 2021 and has held it in 16 quarters since.
  • 103 funds tracked by Wall St. Rank held Lucid Diagnostics as of Q1 2026.

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