Carson Wealth (CWM LLC)’s Manitowoc MTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $77.4K | Buy |
6,643
+789
| +13% | +$10.6K | ﹤0.01% | 3475 |
|
|
2025
Q4 | $70K | Sell |
5,854
-1,192
| -17% | -$13.6K | ﹤0.01% | 3358 |
|
|
2025
Q3 | $71K | Sell |
7,046
-283
| -4% | -$3.15K | ﹤0.01% | 3238 |
|
|
2025
Q2 | $88K | Buy |
7,329
+6,377
| +670% | +$62.6K | ﹤0.01% | 2830 |
|
|
2025
Q1 | $8K | Buy |
952
+174
| +22% | +$1.7K | ﹤0.01% | 4227 |
|
|
2024
Q4 | $7K | Sell |
778
-134
| -15% | -$1.32K | ﹤0.01% | 4061 |
|
|
2024
Q3 | $9K | Sell |
912
-2,098
| -70% | -$21.9K | ﹤0.01% | 3842 |
|
|
2024
Q2 | $35K | Buy |
3,010
+1,482
| +97% | +$18.3K | ﹤0.01% | 2726 |
|
|
2024
Q1 | $22K | Buy |
1,528
+694
| +83% | +$10.3K | ﹤0.01% | 2833 |
|
|
2023
Q4 | $14K | Sell |
834
-68
| -8% | -$989 | ﹤0.01% | 2992 |
|
|
2023
Q3 | $14K | Buy |
902
+31
| +4% | +$519 | ﹤0.01% | 2932 |
|
|
2023
Q2 | $16K | Buy |
871
+54
| +7% | +$871 | ﹤0.01% | 2788 |
|
|
2023
Q1 | $14K | Hold |
817
| – | – | ﹤0.01% | 2748 |
|
|
2022
Q4 | $7K | Sell |
817
-326
| -29% | -$2.98K | ﹤0.01% | 3015 |
|
|
2022
Q3 | $9K | Buy |
1,143
+727
| +175% | +$7.36K | ﹤0.01% | 2760 |
|
|
2022
Q2 | $4K | Buy |
416
+22
| +6% | +$276 | ﹤0.01% | 3104 |
|
|
2022
Q1 | $6K | Buy |
394
+191
| +94% | +$3.29K | ﹤0.01% | 2766 |
|
|
2021
Q4 | $4K | Buy |
+203
| New | +$4.11K | ﹤0.01% | 2854 |
|
|
2021
Q2 | $6K | Hold |
241
| – | – | ﹤0.01% | 2308 |
|
|
2021
Q1 | $6K | Hold |
241
| – | – | ﹤0.01% | 2308 |
|
|
2020
Q4 | $6K | Hold |
241
| – | – | ﹤0.01% | 2307 |
|
|
2020
Q3 | $6K | Hold |
241
| – | – | ﹤0.01% | 2307 |
|
|
2020
Q2 | $6K | Hold |
241
| – | – | ﹤0.01% | 2307 |
|
|
2020
Q1 | $6K | Hold |
241
| – | – | ﹤0.01% | 2307 |
|
|
2019
Q4 | $6K | Hold |
241
| – | – | ﹤0.01% | 2307 |
|
|
2019
Q3 | $6K | Hold |
241
| – | – | ﹤0.01% | 2307 |
|
|
2019
Q2 | $6K | Hold |
241
| – | – | ﹤0.01% | 2307 |
|
|
2019
Q1 | $6K | Sell |
241
-531
| -69% | -$8.84K | ﹤0.01% | 2307 |
|
|
2018
Q4 | $11K | Hold |
772
| – | – | ﹤0.01% | 1308 |
|
|
2018
Q3 | $19K | Hold |
772
| – | – | ﹤0.01% | 966 |
|
|
2018
Q2 | $20K | Hold |
772
| – | – | ﹤0.01% | 841 |
|
|
2018
Q1 | $22K | Hold |
772
| – | – | ﹤0.01% | 690 |
|
|
2017
Q4 | $30K | Sell |
772
-1
| -0.1% | -$39 | ﹤0.01% | 621 |
|
|
2017
Q3 | $28K | Hold |
773
| – | – | ﹤0.01% | 639 |
|
|
2017
Q2 | $19K | Hold |
773
| – | – | ﹤0.01% | 639 |
|
|
2017
Q1 | $18K | Hold |
773
| – | – | ﹤0.01% | 618 |
|
|
2016
Q4 | $18K | Hold |
773
| – | – | ﹤0.01% | 603 |
|
|
2016
Q3 | $15K | Buy |
+773
| New | +$15.6K | ﹤0.01% | 604 |
|
Other funds holding MTW
FSCM
IH
KCM
Carson Wealth (CWM LLC)'s MTW Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Manitowoc (MTW) stake by 13% in Q1 2026, buying an estimated $10.6K and bringing the position to 6,643 shares worth $77.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3475.
Carson Wealth (CWM LLC) first reported a position in MTW in Q3 2016 and has held it in 38 quarters since. The position peaked at $88K in Q2 2025. 171 funds tracked by Wall St. Rank hold MTW as of Q1 2026.
- Carson Wealth (CWM LLC) held 6,643 shares of Manitowoc worth $77.4K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 789 Manitowoc shares in Q1 2026, an estimated $10.6K.
- Manitowoc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3475 holding.
- Carson Wealth (CWM LLC) first reported a position in Manitowoc in Q3 2016 and has held it in 38 quarters since.
- Carson Wealth (CWM LLC)'s Manitowoc position peaked at $88K in Q2 2025.
- 171 funds tracked by Wall St. Rank held Manitowoc as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.