Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s LXP Industrial Trust LXP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LXP Stock Details LXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$342K Buy
7,387
+524
+8% +$25.6K ﹤0.01% 2300
2025
Q4 		$340K Buy
6,863
+1,881
+38% +$90.1K ﹤0.01% 2181
2025
Q3 		$223K Buy
4,982
+2,878
+137% +$124K ﹤0.01% 2361
2025
Q2 		$87K Buy
2,104
+489
+30% +$20.1K ﹤0.01% 2844
2025
Q1 		$70K Buy
1,615
+233
+17% +$9.99K ﹤0.01% 2703
2024
Q4 		$56K Buy
1,382
+302
+28% +$14K ﹤0.01% 2716
2024
Q3 		$54K Sell
1,080
-20
-2% -$998 ﹤0.01% 2631
2024
Q2 		$50K Buy
1,100
+95
+9% +$4.16K ﹤0.01% 2478
2024
Q1 		$45K Buy
1,005
+345
+52% +$15.7K ﹤0.01% 2355
2023
Q4 		$33K Buy
660
+260
+65% +$11.4K ﹤0.01% 2446
2023
Q3 		$18K Sell
400
-130
-25% -$6.38K ﹤0.01% 2749
2023
Q2 		$26K Buy
530
+118
+29% +$5.83K ﹤0.01% 2457
2023
Q1 		$21K Buy
412
+7
+2% +$374 ﹤0.01% 2474
2022
Q4 		$20K Sell
405
-37
-8% -$1.85K ﹤0.01% 2372
2022
Q3 		$20K Sell
442
-73
-14% -$3.8K ﹤0.01% 2223
2022
Q2 		$28K Buy
515
+175
+51% +$10.5K ﹤0.01% 1927
2022
Q1 		$27K Buy
340
+19
+6% +$1.43K ﹤0.01% 1897
2021
Q4 		$25K Buy
+321
New +$23.8K ﹤0.01% 1870
2021
Q2 		$11K Hold
184
– – ﹤0.01% 2065
2021
Q1 		$11K Hold
184
– – ﹤0.01% 2065
2020
Q4 		$11K Hold
184
– – ﹤0.01% 2064
2020
Q3 		$11K Hold
184
– – ﹤0.01% 2063
2020
Q2 		$11K Hold
184
– – ﹤0.01% 2063
2020
Q1 		$11K Hold
184
– – ﹤0.01% 2063
2019
Q4 		$11K Hold
184
– – ﹤0.01% 2063
2019
Q3 		$11K Hold
184
– – ﹤0.01% 2063
2019
Q2 		$11K Hold
184
– – ﹤0.01% 2063
2019
Q1 		$11K Buy
+184
New +$8.39K ﹤0.01% 2063

Other funds holding LXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its LXP Industrial Trust (LXP) stake by 7.6% in Q1 2026, buying an estimated $25.6K and bringing the position to 7,387 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #2300.

Carson Wealth (CWM LLC) first reported a position in LXP in Q1 2019 and has held it in 28 quarters since. 302 funds tracked by Wall St. Rank hold LXP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,387 shares of LXP Industrial Trust worth $342K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 524 LXP Industrial Trust shares in Q1 2026, an estimated $25.6K.
  • LXP Industrial Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2300 holding.
  • Carson Wealth (CWM LLC) first reported a position in LXP Industrial Trust in Q1 2019 and has held it in 28 quarters since.
  • 302 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q1 2026.

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