Carson Wealth (CWM LLC)’s Universal Display OLED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $137K | Sell |
1,499
-1,154
| -43% | -$128K | ﹤0.01% | 3016 |
|
|
2025
Q4 | $310K | Sell |
2,653
-83
| -3% | -$10.8K | ﹤0.01% | 2235 |
|
|
2025
Q3 | $393K | Buy |
2,736
+604
| +28% | +$87.8K | ﹤0.01% | 1937 |
|
|
2025
Q2 | $329K | Sell |
2,132
-190
| -8% | -$26.6K | ﹤0.01% | 1802 |
|
|
2025
Q1 | $324K | Buy |
2,322
+39
| +2% | +$5.83K | ﹤0.01% | 1630 |
|
|
2024
Q4 | $334K | Sell |
2,283
-3,303
| -59% | -$588K | ﹤0.01% | 1533 |
|
|
2024
Q3 | $1.17M | Buy |
5,586
+4,448
| +391% | +$901K | 0.01% | 934 |
|
|
2024
Q2 | $239K | Buy |
1,138
+474
| +71% | +$83.3K | ﹤0.01% | 1494 |
|
|
2024
Q1 | $112K | Buy |
664
+58
| +10% | +$10.1K | ﹤0.01% | 1810 |
|
|
2023
Q4 | $116K | Buy |
606
+105
| +21% | +$17.4K | ﹤0.01% | 1667 |
|
|
2023
Q3 | $79K | Buy |
501
+48
| +11% | +$7.29K | ﹤0.01% | 1779 |
|
|
2023
Q2 | $65K | Sell |
453
-29
| -6% | -$4.16K | ﹤0.01% | 1814 |
|
|
2023
Q1 | $75K | Buy |
482
+18
| +4% | +$2.42K | ﹤0.01% | 1642 |
|
|
2022
Q4 | $50K | Sell |
464
-119
| -20% | -$12.5K | ﹤0.01% | 1737 |
|
|
2022
Q3 | $55K | Buy |
583
+129
| +28% | +$14.3K | ﹤0.01% | 1619 |
|
|
2022
Q2 | $46K | Buy |
454
+67
| +17% | +$8.62K | ﹤0.01% | 1667 |
|
|
2022
Q1 | $65K | Buy |
387
+134
| +53% | +$20.8K | ﹤0.01% | 1492 |
|
|
2021
Q4 | $42K | Buy |
+253
| New | +$41.7K | ﹤0.01% | 1649 |
|
|
2021
Q2 | $54K | Hold |
241
| – | – | ﹤0.01% | 1371 |
|
|
2021
Q1 | $54K | Hold |
241
| – | – | ﹤0.01% | 1371 |
|
|
2020
Q4 | $54K | Hold |
241
| – | – | ﹤0.01% | 1371 |
|
|
2020
Q3 | $54K | Hold |
241
| – | – | ﹤0.01% | 1371 |
|
|
2020
Q2 | $54K | Hold |
241
| – | – | ﹤0.01% | 1371 |
|
|
2020
Q1 | $54K | Hold |
241
| – | – | ﹤0.01% | 1371 |
|
|
2019
Q4 | $54K | Hold |
241
| – | – | ﹤0.01% | 1371 |
|
|
2019
Q3 | $54K | Hold |
241
| – | – | ﹤0.01% | 1371 |
|
|
2019
Q2 | $54K | Hold |
241
| – | – | ﹤0.01% | 1371 |
|
|
2019
Q1 | $54K | Buy |
+241
| New | +$29.8K | ﹤0.01% | 1371 |
|
|
2018
Q1 | – | Sell |
-20
| Closed | -$3K | – | 1507 |
|
|
2017
Q4 | $3K | Sell |
20
-9
| -31% | -$1.44K | ﹤0.01% | 1213 |
|
|
2017
Q3 | $4K | Sell |
29
-1
| -3% | -$121 | ﹤0.01% | 1147 |
|
|
2017
Q2 | $3K | Sell |
30
-1
| -3% | -$105 | ﹤0.01% | 967 |
|
|
2017
Q1 | $3K | Buy |
+31
| New | +$2.23K | ﹤0.01% | 947 |
|
Other funds holding OLED
Carson Wealth (CWM LLC)'s OLED Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Universal Display (OLED) stake by 43% in Q1 2026, selling an estimated $128K and leaving 1,499 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #3016.
Carson Wealth (CWM LLC) first reported a position in OLED in Q1 2017 and has held it in 32 quarters since. The position peaked at $1.17M in Q3 2024. 460 funds tracked by Wall St. Rank hold OLED as of Q1 2026.
- Carson Wealth (CWM LLC) held 1,499 shares of Universal Display worth $137K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 1,154 Universal Display shares in Q1 2026, an estimated $128K.
- Universal Display made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3016 holding.
- Carson Wealth (CWM LLC) first reported a position in Universal Display in Q1 2017 and has held it in 32 quarters since.
- Carson Wealth (CWM LLC)'s Universal Display position peaked at $1.17M in Q3 2024.
- 460 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.