Carson Wealth (CWM LLC)’s Lifeway Foods LWAY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.76K	Buy	91 +4	+5%	+$85	﹤0.01%	5308
2025 Q4	$2K	Sell	87 -40	-31%	-$980	﹤0.01%	5100
2025 Q3	$4K	Buy	127 +10	+9%	+$281	﹤0.01%	4827
2025 Q2	$3K	Buy	117 +1	+0.9%	+$24	﹤0.01%	4783
2025 Q1	$3K	Sell	116 -130	-53%	-$2.92K	﹤0.01%	4645
2024 Q4	$6K	Sell	246 -152	-38%	-$3.8K	﹤0.01%	4126
2024 Q3	$10K	Buy	+398	New	+$6.66K	﹤0.01%	3791
2022 Q1	–	Sell	-300	Closed	-$1K	–	3725
2021 Q4	$1K	Buy	+300	New	+$1.6K	﹤0.01%	3331

Other funds holding LWAY

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Slotnik Capital Dallas, Texas $342M AUM 105.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Lifeway Foods (LWAY) stake by 4.6% in Q1 2026, buying an estimated $85 and bringing the position to 91 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #5308.

Carson Wealth (CWM LLC) first reported a position in LWAY in Q4 2021 and has held it in 8 quarters since. The position peaked at $10K in Q3 2024. 80 funds tracked by Wall St. Rank hold LWAY as of Q1 2026.

Carson Wealth (CWM LLC) held 91 shares of Lifeway Foods worth $1.76K as of Q1 2026.
Carson Wealth (CWM LLC) bought 4 Lifeway Foods shares in Q1 2026, an estimated $85.
Lifeway Foods made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5308 holding.
Carson Wealth (CWM LLC) first reported a position in Lifeway Foods in Q4 2021 and has held it in 8 quarters since.
Carson Wealth (CWM LLC)'s Lifeway Foods position peaked at $10K in Q3 2024.
80 funds tracked by Wall St. Rank held Lifeway Foods as of Q1 2026.

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