Carson Wealth (CWM LLC)
LUCK

Carson Wealth (CWM LLC)’s Lucky Strike Entertainment LUCK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LUCK Stock Details LUCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42 Sell
5
-18
-78% -$149 ﹤0.01% 5608
2025
Q4 		$0 Sell
23
-66
-74% -$570 ﹤0.01% 5717
2025
Q3 		$1K Sell
89
-1,620
-95% -$16.3K ﹤0.01% 5225
2025
Q2 		$16K Buy
1,709
+1,310
+328% +$11.8K ﹤0.01% 4060
2025
Q1 		$4K Buy
399
+272
+214% +$2.85K ﹤0.01% 4591
2024
Q4 		$1K Buy
127
+28
+28% +$321 ﹤0.01% 4863
2024
Q3 		$1K Buy
99
+53
+115% +$643 ﹤0.01% 4764
2024
Q2 		$1K Sell
46
-7
-13% -$88 ﹤0.01% 4532
2024
Q1 		$1K Buy
53
+39
+279% +$503 ﹤0.01% 4252
2023
Q4 		$0 Hold
14
– – ﹤0.01% 4574
2023
Q3 		$0 Buy
+14
New +$154 ﹤0.01% 4575

Other funds holding LUCK

AG
Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BPWM
BCS Private Wealth Management Rumson, New Jersey $332M AUM 23.51% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Lucky Strike Entertainment (LUCK) stake by 78% in Q1 2026, selling an estimated $149 and leaving 5 shares worth $42. The position accounts for ﹤0.01% of the portfolio, ranked #5608.

Carson Wealth (CWM LLC) first reported a position in LUCK in Q3 2023 and has held it in 11 quarters since. The position peaked at $16K in Q2 2025. 52 funds tracked by Wall St. Rank hold LUCK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5 shares of Lucky Strike Entertainment worth $42 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 18 Lucky Strike Entertainment shares in Q1 2026, an estimated $149.
  • Lucky Strike Entertainment made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5608 holding.
  • Carson Wealth (CWM LLC) first reported a position in Lucky Strike Entertainment in Q3 2023 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Lucky Strike Entertainment position peaked at $16K in Q2 2025.
  • 52 funds tracked by Wall St. Rank held Lucky Strike Entertainment as of Q1 2026.

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