Carson Wealth (CWM LLC)
LYFT icon

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
2022
Q1 		– Sell
-400
Closed -$1K – 3727
2021
Q4 		$1K Buy
+400
New +$18.7K ﹤0.01% 3333
2021
Q2 		$5K Hold
400
– – ﹤0.01% 2362
2021
Q1 		$5K Hold
400
– – ﹤0.01% 2362
2020
Q4 		$5K Hold
400
– – ﹤0.01% 2362
2020
Q3 		$5K Hold
400
– – ﹤0.01% 2362
2020
Q2 		$5K Hold
400
– – ﹤0.01% 2360
2020
Q1 		$5K Hold
400
– – ﹤0.01% 2360
2019
Q4 		$5K Hold
400
– – ﹤0.01% 2360
2019
Q3 		$5K Hold
400
– – ﹤0.01% 2360
2019
Q2 		$5K Hold
400
– – ﹤0.01% 2360
2019
Q1 		$5K Buy
+400
New +$31.3K ﹤0.01% 2359

Other funds holding LYFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $18.8B AUM 29.2% 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. 525 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.
  • 525 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.