Carson Wealth (CWM LLC)
LVWR icon

Carson Wealth (CWM LLC)’s LiveWire LVWR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LVWR Stock Details LVWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.83K Buy
4,115
+3,294
+401% +$7.32K ﹤0.01% 4925
2025
Q4 		$4K Buy
821
+3
+0.4% +$14 ﹤0.01% 4902
2025
Q3 		$4K Sell
818
-2,969
-78% -$12.1K ﹤0.01% 4826
2025
Q2 		$17K Buy
3,787
+3,532
+1,385% +$10.6K ﹤0.01% 4006
2025
Q1 		$1K Buy
255
+153
+150% +$446 ﹤0.01% 4933
2024
Q4 		$0 Buy
102
+29
+40% +$171 ﹤0.01% 5049
2024
Q3 		$0 Buy
73
+17
+30% +$116 ﹤0.01% 4998
2024
Q2 		$0 Buy
56
+49
+700% +$342 ﹤0.01% 4775
2024
Q1 		$0 Buy
+7
New +$67 ﹤0.01% 4549

Other funds holding LVWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its LiveWire (LVWR) stake by 401% in Q1 2026, buying an estimated $7.32K and bringing the position to 4,115 shares worth $6.83K. The position accounts for ﹤0.01% of the portfolio, ranked #4925.

Carson Wealth (CWM LLC) first reported a position in LVWR in Q1 2024 and has held it in 9 quarters since. The position peaked at $17K in Q2 2025. 66 funds tracked by Wall St. Rank hold LVWR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,115 shares of LiveWire worth $6.83K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,294 LiveWire shares in Q1 2026, an estimated $7.32K.
  • LiveWire made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4925 holding.
  • Carson Wealth (CWM LLC) first reported a position in LiveWire in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s LiveWire position peaked at $17K in Q2 2025.
  • 66 funds tracked by Wall St. Rank held LiveWire as of Q1 2026.

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