Carson Wealth (CWM LLC)’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.68M | Sell |
73,203
-1,787
| -2% | -$239K | 0.03% | 570 |
|
|
2025
Q4 | $9.57M | Buy |
74,990
+17,184
| +30% | +$2.14M | 0.03% | 540 |
|
|
2025
Q3 | $6.62M | Buy |
57,806
+27,334
| +90% | +$3M | 0.02% | 611 |
|
|
2025
Q2 | $3.2M | Buy |
30,472
+2,876
| +10% | +$302K | 0.01% | 752 |
|
|
2025
Q1 | $3.08M | Buy |
27,596
+4,313
| +19% | +$499K | 0.01% | 674 |
|
|
2024
Q4 | $2.46M | Buy |
23,283
+3,028
| +15% | +$348K | 0.01% | 703 |
|
|
2024
Q3 | $2.56M | Buy |
20,255
+1,257
| +7% | +$156K | 0.01% | 627 |
|
|
2024
Q2 | $2.13M | Buy |
18,998
+1,952
| +11% | +$216K | 0.01% | 632 |
|
|
2024
Q1 | $2.22M | Sell |
17,046
-1,165
| -6% | -$152K | 0.01% | 596 |
|
|
2023
Q4 | $2.43M | Sell |
18,211
-3,211
| -15% | -$365K | 0.01% | 538 |
|
|
2023
Q3 | $2.4M | Buy |
21,422
+1,676
| +8% | +$205K | 0.01% | 504 |
|
|
2023
Q2 | $2.42M | Buy |
19,746
+2,946
| +18% | +$362K | 0.02% | 480 |
|
|
2023
Q1 | $2.1M | Sell |
16,800
-1,184
| -7% | -$146K | 0.01% | 467 |
|
|
2022
Q4 | $2.03M | Buy |
17,984
+6,666
| +59% | +$738K | 0.01% | 443 |
|
|
2022
Q3 | $1.15M | Buy |
11,318
+1,384
| +14% | +$172K | 0.01% | 530 |
|
|
2022
Q2 | $1.17M | Buy |
9,934
+249
| +3% | +$34.4K | 0.01% | 528 |
|
|
2022
Q1 | $1.56M | Buy |
9,685
+2,615
| +37% | +$399K | 0.01% | 454 |
|
|
2021
Q4 | $1.19M | Buy |
+7,070
| New | +$1.06M | 0.01% | 544 |
|
|
2021
Q2 | $213K | Hold |
1,779
| – | – | ﹤0.01% | 883 |
|
|
2021
Q1 | $213K | Hold |
1,779
| – | – | ﹤0.01% | 883 |
|
|
2020
Q4 | $213K | Hold |
1,779
| – | – | ﹤0.01% | 883 |
|
|
2020
Q3 | $213K | Hold |
1,779
| – | – | ﹤0.01% | 883 |
|
|
2020
Q2 | $213K | Hold |
1,779
| – | – | ﹤0.01% | 883 |
|
|
2020
Q1 | $213K | Hold |
1,779
| – | – | ﹤0.01% | 883 |
|
|
2019
Q4 | $213K | Hold |
1,779
| – | – | ﹤0.01% | 883 |
|
|
2019
Q3 | $213K | Hold |
1,779
| – | – | ﹤0.01% | 883 |
|
|
2019
Q2 | $213K | Hold |
1,779
| – | – | ﹤0.01% | 883 |
|
|
2019
Q1 | $213K | Buy |
1,779
+1,263
| +245% | +$86.2K | ﹤0.01% | 883 |
|
|
2018
Q4 | $30K | Buy |
516
+39
| +8% | +$2.53K | ﹤0.01% | 1021 |
|
|
2018
Q3 | $32K | Buy |
477
+35
| +8% | +$2.3K | ﹤0.01% | 844 |
|
|
2018
Q2 | $29K | Buy |
442
+45
| +11% | +$2.89K | ﹤0.01% | 758 |
|
|
2018
Q1 | $25K | Sell |
397
-286
| -42% | -$17.8K | ﹤0.01% | 673 |
|
|
2017
Q4 | $44K | Buy |
683
+103
| +18% | +$6.73K | ﹤0.01% | 549 |
|
|
2017
Q3 | $37K | Buy |
+580
| New | +$35.7K | ﹤0.01% | 575 |
|
|
2017
Q1 | – | Sell |
-78
| Closed | -$4K | – | 1281 |
|
|
2016
Q4 | $4K | Buy |
+78
| New | +$3.97K | ﹤0.01% | 888 |
|
Other funds holding PLD
VCM
VPM
AAMU
Carson Wealth (CWM LLC)'s PLD Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Prologis (PLD) stake by 2.4% in Q1 2026, selling an estimated $239K and leaving 73,203 shares worth $9.68M. The position accounts for 0.03% of the portfolio, ranked #570.
Carson Wealth (CWM LLC) first reported a position in PLD in Q4 2016 and has held it in 35 quarters since. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.
- Carson Wealth (CWM LLC) held 73,203 shares of Prologis worth $9.68M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 1,787 Prologis shares in Q1 2026, an estimated $239K.
- Prologis made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #570 holding.
- Carson Wealth (CWM LLC) first reported a position in Prologis in Q4 2016 and has held it in 35 quarters since.
- 1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.