Carson Wealth (CWM LLC)’s Piper Sandler PIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $181K | Buy |
2,358
+510
| +28% | +$41.8K | ﹤0.01% | 2817 |
|
|
2025
Q4 | $157K | Buy |
1,848
+280
| +18% | +$23.6K | ﹤0.01% | 2753 |
|
|
2025
Q3 | $136K | Buy |
1,568
+188
| +14% | +$15.3K | ﹤0.01% | 2742 |
|
|
2025
Q2 | $96K | Buy |
1,380
+148
| +12% | +$9.22K | ﹤0.01% | 2770 |
|
|
2025
Q1 | $76K | Buy |
1,232
+116
| +10% | +$8.3K | ﹤0.01% | 2650 |
|
|
2024
Q4 | $84K | Sell |
1,116
-124
| -10% | -$9.65K | ﹤0.01% | 2408 |
|
|
2024
Q3 | $88K | Buy |
1,240
+228
| +23% | +$14.9K | ﹤0.01% | 2286 |
|
|
2024
Q2 | $58K | Sell |
1,012
-192
| -16% | -$9.84K | ﹤0.01% | 2372 |
|
|
2024
Q1 | $60K | Buy |
1,204
+144
| +14% | +$6.58K | ﹤0.01% | 2181 |
|
|
2023
Q4 | $46K | Sell |
1,060
-152
| -13% | -$5.78K | ﹤0.01% | 2230 |
|
|
2023
Q3 | $44K | Sell |
1,212
-16
| -1% | -$578 | ﹤0.01% | 2146 |
|
|
2023
Q2 | $40K | Buy |
1,228
+48
| +4% | +$1.58K | ﹤0.01% | 2142 |
|
|
2023
Q1 | $41K | Sell |
1,180
-44
| -4% | -$1.57K | ﹤0.01% | 2018 |
|
|
2022
Q4 | $40K | Buy |
1,224
+16
| +1% | +$523 | ﹤0.01% | 1879 |
|
|
2022
Q3 | $32K | Buy |
1,208
+248
| +26% | +$7.22K | ﹤0.01% | 1918 |
|
|
2022
Q2 | $27K | Sell |
960
-92
| -9% | -$2.78K | ﹤0.01% | 1947 |
|
|
2022
Q1 | $35K | Hold |
1,052
| – | – | ﹤0.01% | 1779 |
|
|
2021
Q4 | $47K | Buy |
+1,052
| New | +$44.7K | ﹤0.01% | 1595 |
|
|
2021
Q2 | $29K | Hold |
880
| – | – | ﹤0.01% | 1630 |
|
|
2021
Q1 | $29K | Hold |
880
| – | – | ﹤0.01% | 1630 |
|
|
2020
Q4 | $29K | Hold |
880
| – | – | ﹤0.01% | 1630 |
|
|
2020
Q3 | $29K | Hold |
880
| – | – | ﹤0.01% | 1629 |
|
|
2020
Q2 | $29K | Hold |
880
| – | – | ﹤0.01% | 1629 |
|
|
2020
Q1 | $29K | Hold |
880
| – | – | ﹤0.01% | 1629 |
|
|
2019
Q4 | $29K | Hold |
880
| – | – | ﹤0.01% | 1629 |
|
|
2019
Q3 | $29K | Hold |
880
| – | – | ﹤0.01% | 1629 |
|
|
2019
Q2 | $29K | Hold |
880
| – | – | ﹤0.01% | 1629 |
|
|
2019
Q1 | $29K | Buy |
880
+184
| +26% | +$3.26K | ﹤0.01% | 1629 |
|
|
2018
Q4 | $11K | Sell |
696
-8
| -1% | -$140 | ﹤0.01% | 1309 |
|
|
2018
Q3 | $13K | Buy |
704
+632
| +878% | +$12.1K | ﹤0.01% | 1090 |
|
|
2018
Q2 | $1K | Hold |
72
| – | – | ﹤0.01% | 1569 |
|
|
2018
Q1 | $1K | Hold |
72
| – | – | ﹤0.01% | 1309 |
|
|
2017
Q4 | $2K | Hold |
72
| – | – | ﹤0.01% | 1289 |
|
|
2017
Q3 | $1K | Buy |
72
+8
| +13% | +$118 | ﹤0.01% | 1403 |
|
|
2017
Q2 | $1K | Hold |
64
| – | – | ﹤0.01% | 1122 |
|
|
2017
Q1 | $1K | Hold |
64
| – | – | ﹤0.01% | 1089 |
|
|
2016
Q4 | $1K | Hold |
64
| – | – | ﹤0.01% | 1063 |
|
|
2016
Q3 | $1K | Buy |
+64
| New | +$697 | ﹤0.01% | 955 |
|
Other funds holding PIPR
SIMG
Carson Wealth (CWM LLC)'s PIPR Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Piper Sandler (PIPR) stake by 28% in Q1 2026, buying an estimated $41.8K and bringing the position to 2,358 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #2817.
Carson Wealth (CWM LLC) first reported a position in PIPR in Q3 2016 and has held it in 38 quarters since. 392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.
- Carson Wealth (CWM LLC) held 2,358 shares of Piper Sandler worth $181K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 510 Piper Sandler shares in Q1 2026, an estimated $41.8K.
- Piper Sandler made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2817 holding.
- Carson Wealth (CWM LLC) first reported a position in Piper Sandler in Q3 2016 and has held it in 38 quarters since.
- 392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.