Carson Wealth (CWM LLC)’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.53M | Sell |
11,947
-2,107
| -15% | -$287K | ﹤0.01% | 1317 |
|
|
2025
Q4 | $1.87M | Buy |
14,054
+13,353
| +1,905% | +$1.97M | 0.01% | 1181 |
|
|
2025
Q3 | $105K | Buy |
701
+175
| +33% | +$27.2K | ﹤0.01% | 2956 |
|
|
2025
Q2 | $83K | Buy |
526
+265
| +102% | +$39.4K | ﹤0.01% | 2879 |
|
|
2025
Q1 | $42K | Sell |
261
-800
| -75% | -$133K | ﹤0.01% | 3123 |
|
|
2024
Q4 | $199K | Sell |
1,061
-428
| -29% | -$76.6K | ﹤0.01% | 1825 |
|
|
2024
Q3 | $260K | Sell |
1,489
-705
| -32% | -$126K | ﹤0.01% | 1623 |
|
|
2024
Q2 | $395K | Sell |
2,194
-8,051
| -79% | -$1.6M | ﹤0.01% | 1283 |
|
|
2024
Q1 | $2.28M | Buy |
10,245
+104
| +1% | +$23.1K | 0.01% | 590 |
|
|
2023
Q4 | $2.17M | Sell |
10,141
-524
| -5% | -$115K | 0.01% | 562 |
|
|
2023
Q3 | $2.37M | Buy |
10,665
+10,553
| +9,422% | +$2.5M | 0.01% | 508 |
|
|
2023
Q2 | $28K | Buy |
112
+19
| +20% | +$4.63K | ﹤0.01% | 2410 |
|
|
2023
Q1 | $22K | Buy |
93
+4
| +4% | +$964 | ﹤0.01% | 2437 |
|
|
2022
Q4 | $21K | Hold |
89
| – | – | ﹤0.01% | 2330 |
|
|
2022
Q3 | $19K | Sell |
89
-17
| -16% | -$3.87K | ﹤0.01% | 2255 |
|
|
2022
Q2 | $23K | Sell |
106
-61
| -37% | -$14.9K | ﹤0.01% | 2035 |
|
|
2022
Q1 | $43K | Buy |
167
+62
| +59% | +$16.9K | ﹤0.01% | 1668 |
|
|
2021
Q4 | $34K | Buy |
+105
| New | +$35.8K | ﹤0.01% | 1740 |
|
|
2021
Q2 | $28K | Hold |
87
| – | – | ﹤0.01% | 1647 |
|
|
2021
Q1 | $28K | Hold |
87
| – | – | ﹤0.01% | 1647 |
|
|
2020
Q4 | $28K | Hold |
87
| – | – | ﹤0.01% | 1647 |
|
|
2020
Q3 | $28K | Hold |
87
| – | – | ﹤0.01% | 1647 |
|
|
2020
Q2 | $28K | Hold |
87
| – | – | ﹤0.01% | 1647 |
|
|
2020
Q1 | $28K | Hold |
87
| – | – | ﹤0.01% | 1647 |
|
|
2019
Q4 | $28K | Hold |
87
| – | – | ﹤0.01% | 1646 |
|
|
2019
Q3 | $28K | Hold |
87
| – | – | ﹤0.01% | 1646 |
|
|
2019
Q2 | $28K | Hold |
87
| – | – | ﹤0.01% | 1646 |
|
|
2019
Q1 | $28K | Sell |
87
-13,873
| -99% | -$2.83M | ﹤0.01% | 1646 |
|
|
2018
Q4 | $2.94M | Buy |
13,960
+12,017
| +618% | +$2.97M | 0.07% | 229 |
|
|
2018
Q3 | $533K | Buy |
1,943
+1,914
| +6,600% | +$551K | 0.01% | 378 |
|
|
2018
Q2 | $8K | Buy |
29
+18
| +164% | +$4.41K | ﹤0.01% | 1072 |
|
|
2018
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 1188 |
|
|
2017
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 1282 |
|
|
2017
Q3 | $3K | Hold |
11
| – | – | ﹤0.01% | 1212 |
|
|
2017
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 1019 |
|
|
2017
Q1 | $2K | Buy |
+11
| New | +$1.95K | ﹤0.01% | 996 |
|
Other funds holding MTN
OMC
VPM
VCM
Carson Wealth (CWM LLC)'s MTN Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Vail Resorts (MTN) stake by 15% in Q1 2026, selling an estimated $287K and leaving 11,947 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1317.
Carson Wealth (CWM LLC) first reported a position in MTN in Q1 2017 and has held it in 36 quarters since. The position peaked at $2.94M in Q4 2018. 442 funds tracked by Wall St. Rank hold MTN as of Q1 2026.
- Carson Wealth (CWM LLC) held 11,947 shares of Vail Resorts worth $1.53M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 2,107 Vail Resorts shares in Q1 2026, an estimated $287K.
- Vail Resorts made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1317 holding.
- Carson Wealth (CWM LLC) first reported a position in Vail Resorts in Q1 2017 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s Vail Resorts position peaked at $2.94M in Q4 2018.
- 442 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.