Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Lyft LYFT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LYFT Stock Details LYFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.93M Sell
220,491
-625,634
-74% -$9.69M 0.01% 1038
2025
Q4 		$16.4M Buy
846,125
+26,448
+3% +$550K 0.04% 379
2025
Q3 		$18M Buy
819,677
+280,886
+52% +$4.7M 0.05% 299
2025
Q2 		$8.49M Buy
538,791
+355,340
+194% +$4.98M 0.03% 430
2025
Q1 		$2.18M Buy
183,451
+66,894
+57% +$871K 0.01% 799
2024
Q4 		$1.5M Buy
116,557
+73,901
+173% +$1.1M 0.01% 899
2024
Q3 		$544K Buy
42,656
+35,688
+512% +$426K ﹤0.01% 1283
2024
Q2 		$98K Buy
6,968
+1,457
+26% +$23.7K ﹤0.01% 1990
2024
Q1 		$107K Sell
5,511
-2,679
-33% -$41.1K ﹤0.01% 1843
2023
Q4 		$123K Buy
8,190
+1,093
+15% +$12.7K ﹤0.01% 1632
2023
Q3 		$75K Buy
7,097
+2,985
+73% +$33.3K ﹤0.01% 1816
2023
Q2 		$39K Sell
4,112
-650
-14% -$6.25K ﹤0.01% 2163
2023
Q1 		$44K Buy
4,762
+2,624
+123% +$31.7K ﹤0.01% 1951
2022
Q4 		$24K Buy
2,138
+953
+80% +$11.5K ﹤0.01% 2239
2022
Q3 		$16K Sell
1,185
-404
-25% -$6.22K ﹤0.01% 2384
2022
Q2 		$21K Buy
1,589
+554
+54% +$12.9K ﹤0.01% 2080
2022
Q1 		$40K Buy
1,035
+316
+44% +$12.4K ﹤0.01% 1704
2021
Q4 		$31K Buy
+719
New +$33.6K ﹤0.01% 1769
2021
Q2 		$17K Hold
281
– – ﹤0.01% 1871
2021
Q1 		$17K Hold
281
– – ﹤0.01% 1871
2020
Q4 		$17K Hold
281
– – ﹤0.01% 1870
2020
Q3 		$17K Hold
281
– – ﹤0.01% 1870
2020
Q2 		$17K Hold
281
– – ﹤0.01% 1870
2020
Q1 		$17K Hold
281
– – ﹤0.01% 1870
2019
Q4 		$17K Hold
281
– – ﹤0.01% 1869
2019
Q3 		$17K Hold
281
– – ﹤0.01% 1869
2019
Q2 		$17K Hold
281
– – ﹤0.01% 1869
2019
Q1 		$17K Buy
+281
New +$22K ﹤0.01% 1869

Other funds holding LYFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 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 LYFT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Lyft (LYFT) stake by 74% in Q1 2026, selling an estimated $9.69M and leaving 220,491 shares worth $2.93M. The position accounts for 0.01% of the portfolio, ranked #1038.

Carson Wealth (CWM LLC) first reported a position in LYFT in Q1 2019 and has held it in 28 quarters since. The position peaked at $18M in Q3 2025. 528 funds tracked by Wall St. Rank hold LYFT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 220,491 shares of Lyft worth $2.93M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 625,634 Lyft shares in Q1 2026, an estimated $9.69M.
  • Lyft made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1038 holding.
  • Carson Wealth (CWM LLC) first reported a position in Lyft in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Lyft position peaked at $18M in Q3 2025.
  • 528 funds tracked by Wall St. Rank held Lyft as of Q1 2026.

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