Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s PLDT PHI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PHI Stock Details PHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$48.4K Sell
2,298
-292
-11% -$6.6K ﹤0.01% 3839
2025
Q4 		$56K Buy
2,590
+469
+22% +$9.63K ﹤0.01% 3519
2025
Q3 		$40K Sell
2,121
-1,132
-35% -$24.3K ﹤0.01% 3704
2025
Q2 		$71K Buy
3,253
+91
+3% +$2.05K ﹤0.01% 3002
2025
Q1 		$69K Buy
3,162
+110
+4% +$2.54K ﹤0.01% 2712
2024
Q4 		$68K Buy
3,052
+162
+6% +$3.85K ﹤0.01% 2570
2024
Q3 		$78K Sell
2,890
-249
-8% -$6.63K ﹤0.01% 2357
2024
Q2 		$77K Buy
3,139
+267
+9% +$6.45K ﹤0.01% 2166
2024
Q1 		$71K Buy
2,872
+240
+9% +$5.61K ﹤0.01% 2081
2023
Q4 		$62K Buy
2,632
+843
+47% +$18.9K ﹤0.01% 2041
2023
Q3 		$37K Buy
1,789
+265
+17% +$5.8K ﹤0.01% 2270
2023
Q2 		$36K Buy
1,524
+300
+25% +$6.76K ﹤0.01% 2237
2023
Q1 		$31K Buy
1,224
+345
+39% +$8.57K ﹤0.01% 2210
2022
Q4 		$20K Buy
879
+153
+21% +$4.05K ﹤0.01% 2380
2022
Q3 		$18K Buy
726
+223
+44% +$6.56K ﹤0.01% 2298
2022
Q2 		$15K Buy
503
+215
+75% +$7.64K ﹤0.01% 2323
2022
Q1 		$10K Buy
+288
New +$10.2K ﹤0.01% 2485
2018
Q3 		– Sell
-38
Closed -$1K – 1952
2018
Q2 		$1K Buy
+38
New +$984 ﹤0.01% 1568
2018
Q1 		– Sell
-114
Closed -$3K – 1513
2017
Q4 		$3K Hold
114
– – ﹤0.01% 1216
2017
Q3 		$4K Buy
+114
New +$3.8K ﹤0.01% 1149

Other funds holding PHI

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its PLDT (PHI) stake by 11% in Q1 2026, selling an estimated $6.6K and leaving 2,298 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3839.

Carson Wealth (CWM LLC) first reported a position in PHI in Q3 2017 and has held it in 20 quarters since. The position peaked at $78K in Q3 2024. 103 funds tracked by Wall St. Rank hold PHI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,298 shares of PLDT worth $48.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 292 PLDT shares in Q1 2026, an estimated $6.6K.
  • PLDT made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3839 holding.
  • Carson Wealth (CWM LLC) first reported a position in PLDT in Q3 2017 and has held it in 20 quarters since.
  • Carson Wealth (CWM LLC)'s PLDT position peaked at $78K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held PLDT as of Q1 2026.

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