Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s LSI Industries LYTS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LYTS Stock Details LYTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.75K Buy
309
+42
+16% +$867 ﹤0.01% 4977
2025
Q4 		$5K Sell
267
-2
-0.7% -$41 ﹤0.01% 4826
2025
Q3 		$6K Buy
269
+15
+6% +$305 ﹤0.01% 4684
2025
Q2 		$4K Sell
254
-1,087
-81% -$17.5K ﹤0.01% 4691
2025
Q1 		$23K Buy
1,341
+80
+6% +$1.53K ﹤0.01% 3576
2024
Q4 		$24K Buy
1,261
+1,085
+616% +$20.1K ﹤0.01% 3321
2024
Q3 		$3K Buy
176
+155
+738% +$2.37K ﹤0.01% 4291
2024
Q2 		$0 Buy
+21
New +$317 ﹤0.01% 4780
2023
Q4 		– Sell
-26
Closed – – 4361
2023
Q3 		$0 Hold
26
– – ﹤0.01% 4377
2023
Q2 		$0 Buy
+26
New +$326 ﹤0.01% 4342

Other funds holding LYTS

SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its LSI Industries (LYTS) stake by 16% in Q1 2026, buying an estimated $867 and bringing the position to 309 shares worth $5.75K. The position accounts for ﹤0.01% of the portfolio, ranked #4977.

Carson Wealth (CWM LLC) first reported a position in LYTS in Q2 2023 and has held it in 10 quarters since. The position peaked at $24K in Q4 2024. 189 funds tracked by Wall St. Rank hold LYTS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 309 shares of LSI Industries worth $5.75K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 42 LSI Industries shares in Q1 2026, an estimated $867.
  • LSI Industries made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4977 holding.
  • Carson Wealth (CWM LLC) first reported a position in LSI Industries in Q2 2023 and has held it in 10 quarters since.
  • Carson Wealth (CWM LLC)'s LSI Industries position peaked at $24K in Q4 2024.
  • 189 funds tracked by Wall St. Rank held LSI Industries as of Q1 2026.

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