Carson Wealth (CWM LLC)’s LyondellBasell Industries LYB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.48M Buy
55,580
+28,630
+106% +$1.7M 0.01% 857
2025
Q4
$1.17M Buy
26,950
+5,443
+25% +$247K ﹤0.01% 1406
2025
Q3
$1.05M Sell
21,507
-6,188
-22% -$349K ﹤0.01% 1372
2025
Q2
$1.6M Sell
27,695
-41,201
-60% -$2.4M 0.01% 1031
2025
Q1
$4.85M Buy
68,896
+59,520
+635% +$4.48M 0.02% 539
2024
Q4
$696K Buy
9,376
+1,016
+12% +$85.4K ﹤0.01% 1255
2024
Q3
$802K Buy
8,360
+1,025
+14% +$98.2K ﹤0.01% 1146
2024
Q2
$702K Buy
7,335
+954
+15% +$94.7K ﹤0.01% 1066
2024
Q1
$653K Buy
6,381
+659
+12% +$64.1K ﹤0.01% 1027
2023
Q4
$544K Buy
5,722
+1,384
+32% +$129K ﹤0.01% 1033
2023
Q3
$411K Buy
4,338
+354
+9% +$34K ﹤0.01% 1045
2023
Q2
$366K Buy
3,984
+68
+2% +$6.21K ﹤0.01% 1048
2023
Q1
$368K Buy
3,916
+1,170
+43% +$109K ﹤0.01% 988
2022
Q4
$228K Buy
2,746
+320
+13% +$26.2K ﹤0.01% 1050
2022
Q3
$183K Buy
2,426
+1,133
+88% +$95.7K ﹤0.01% 1092
2022
Q2
$113K Sell
1,293
-184
-12% -$19.2K ﹤0.01% 1268
2022
Q1
$152K Buy
1,477
+810
+121% +$80.7K ﹤0.01% 1162
2021
Q4
$62K Buy
+667
New +$61.9K ﹤0.01% 1487
2021
Q2
$35K Hold
344
﹤0.01% 1554
2021
Q1
$35K Hold
344
﹤0.01% 1554
2020
Q4
$35K Hold
344
﹤0.01% 1554
2020
Q3
$35K Hold
344
﹤0.01% 1554
2020
Q2
$35K Hold
344
﹤0.01% 1554
2020
Q1
$35K Hold
344
﹤0.01% 1554
2019
Q4
$35K Hold
344
﹤0.01% 1554
2019
Q3
$35K Hold
344
﹤0.01% 1554
2019
Q2
$35K Hold
344
﹤0.01% 1554
2019
Q1
$35K Buy
344
+289
+525% +$25K ﹤0.01% 1554
2018
Q4
$5K Sell
55
-72
-57% -$6.59K ﹤0.01% 1529
2018
Q3
$13K Buy
127
+60
+90% +$6.56K ﹤0.01% 1086
2018
Q2
$7K Hold
67
﹤0.01% 1110
2018
Q1
$7K Buy
67
+29
+76% +$3.24K ﹤0.01% 938
2017
Q4
$4K Sell
38
-46
-55% -$4.77K ﹤0.01% 1143
2017
Q3
$8K Buy
84
+45
+115% +$4.05K ﹤0.01% 947
2017
Q2
$3K Buy
+39
New +$3.24K ﹤0.01% 964

Other funds holding LYB

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

Carson Wealth (CWM LLC) increased its LyondellBasell Industries (LYB) stake by 106% in Q1 2026, buying an estimated $1.7M and bringing the position to 55,580 shares worth $4.48M. The position accounts for 0.01% of the portfolio, ranked #857.

Carson Wealth (CWM LLC) first reported a position in LYB in Q2 2017 and has held it in 35 quarters since. The position peaked at $4.85M in Q1 2025. 928 funds tracked by Wall St. Rank hold LYB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 55,580 shares of LyondellBasell Industries worth $4.48M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 28,630 LyondellBasell Industries shares in Q1 2026, an estimated $1.7M.
  • LyondellBasell Industries made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #857 holding.
  • Carson Wealth (CWM LLC) first reported a position in LyondellBasell Industries in Q2 2017 and has held it in 35 quarters since.
  • Carson Wealth (CWM LLC)'s LyondellBasell Industries position peaked at $4.85M in Q1 2025.
  • 928 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2026.

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