Carson Wealth (CWM LLC)’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $450K | Buy |
89,442
+19,187
| +27% | +$105K | ﹤0.01% | 2094 |
|
|
2025
Q4 | $372K | Buy |
70,255
+19,015
| +37% | +$92.1K | ﹤0.01% | 2110 |
|
|
2025
Q3 | $233K | Buy |
51,240
+4,848
| +10% | +$21.2K | ﹤0.01% | 2326 |
|
|
2025
Q2 | $197K | Sell |
46,392
-409
| -0.9% | -$1.63K | ﹤0.01% | 2186 |
|
|
2025
Q1 | $179K | Sell |
46,801
-6,347
| -12% | -$21K | ﹤0.01% | 1992 |
|
|
2024
Q4 | $145K | Buy |
53,148
+12,653
| +31% | +$36.1K | ﹤0.01% | 2043 |
|
|
2024
Q3 | $126K | Sell |
40,495
-30,544
| -43% | -$91.6K | ﹤0.01% | 2046 |
|
|
2024
Q2 | $194K | Buy |
71,039
+19,525
| +38% | +$52.4K | ﹤0.01% | 1598 |
|
|
2024
Q1 | $133K | Buy |
51,514
+29,444
| +133% | +$67.6K | ﹤0.01% | 1716 |
|
|
2023
Q4 | $53K | Buy |
22,070
+12,411
| +128% | +$26.6K | ﹤0.01% | 2140 |
|
|
2023
Q3 | $21K | Sell |
9,659
-3,383
| -26% | -$7.34K | ﹤0.01% | 2657 |
|
|
2023
Q2 | $29K | Sell |
13,042
-1,133
| -8% | -$2.6K | ﹤0.01% | 2396 |
|
|
2023
Q1 | $33K | Buy |
14,175
+345
| +2% | +$835 | ﹤0.01% | 2153 |
|
|
2022
Q4 | $30K | Sell |
13,830
-2,782
| -17% | -$5.72K | ﹤0.01% | 2082 |
|
|
2022
Q3 | $30K | Sell |
16,612
-8,163
| -33% | -$16.9K | ﹤0.01% | 1962 |
|
|
2022
Q2 | $51K | Buy |
24,775
+6,484
| +35% | +$14.3K | ﹤0.01% | 1622 |
|
|
2022
Q1 | $44K | Buy |
18,291
+9,800
| +115% | +$26.1K | ﹤0.01% | 1661 |
|
|
2021
Q4 | $22K | Buy |
+8,491
| New | +$21.7K | ﹤0.01% | 1941 |
|
|
2021
Q2 | $5K | Hold |
2,048
| – | – | ﹤0.01% | 2363 |
|
|
2021
Q1 | $5K | Hold |
2,048
| – | – | ﹤0.01% | 2363 |
|
|
2020
Q4 | $5K | Hold |
2,048
| – | – | ﹤0.01% | 2363 |
|
|
2020
Q3 | $5K | Hold |
2,048
| – | – | ﹤0.01% | 2363 |
|
|
2020
Q2 | $5K | Hold |
2,048
| – | – | ﹤0.01% | 2361 |
|
|
2020
Q1 | $5K | Hold |
2,048
| – | – | ﹤0.01% | 2361 |
|
|
2019
Q4 | $5K | Hold |
2,048
| – | – | ﹤0.01% | 2361 |
|
|
2019
Q3 | $5K | Hold |
2,048
| – | – | ﹤0.01% | 2361 |
|
|
2019
Q2 | $5K | Hold |
2,048
| – | – | ﹤0.01% | 2361 |
|
|
2019
Q1 | $5K | Buy |
2,048
+1,802
| +733% | +$5.51K | ﹤0.01% | 2360 |
|
|
2018
Q4 | $1K | Buy |
+246
| New | +$699 | ﹤0.01% | 1927 |
|
|
2016
Q3 | – | Sell |
-102
| Closed | – | – | 1035 |
|
|
2016
Q2 | $0 | Hold |
102
| – | – | ﹤0.01% | 836 |
|
|
2016
Q1 | $0 | Sell |
102
-233
| -70% | -$902 | ﹤0.01% | 787 |
|
|
2015
Q4 | $1K | Buy |
335
+233
| +228% | +$1.06K | ﹤0.01% | 646 |
|
|
2015
Q3 | $0 | Buy |
+102
| New | +$510 | ﹤0.01% | 648 |
|
|
2014
Q1 | – | Sell |
-102
| Closed | -$1K | – | 346 |
|
|
2013
Q4 | $1K | Buy |
+102
| New | +$512 | ﹤0.01% | 609 |
|
Other funds holding LYG
MIP
CBU
Carson Wealth (CWM LLC)'s LYG Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Lloyds Banking Group (LYG) stake by 27% in Q1 2026, buying an estimated $105K and bringing the position to 89,442 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #2094.
Carson Wealth (CWM LLC) first reported a position in LYG in Q4 2013 and has held it in 34 quarters since. 569 funds tracked by Wall St. Rank hold LYG as of Q1 2026.
- Carson Wealth (CWM LLC) held 89,442 shares of Lloyds Banking Group worth $450K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 19,187 Lloyds Banking Group shares in Q1 2026, an estimated $105K.
- Lloyds Banking Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2094 holding.
- Carson Wealth (CWM LLC) first reported a position in Lloyds Banking Group in Q4 2013 and has held it in 34 quarters since.
- 569 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.