Carson Wealth (CWM LLC)’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1M | Buy |
26,212
+6,332
| +32% | +$234K | ﹤0.01% | 1538 |
|
|
2025
Q4 | $696K | Sell |
19,880
-2,484
| -11% | -$89.6K | ﹤0.01% | 1715 |
|
|
2025
Q3 | $831K | Buy |
22,364
+3,715
| +20% | +$133K | ﹤0.01% | 1514 |
|
|
2025
Q2 | $632K | Sell |
18,649
-1,018
| -5% | -$35.4K | ﹤0.01% | 1493 |
|
|
2025
Q1 | $710K | Sell |
19,667
-7,822
| -28% | -$265K | ﹤0.01% | 1316 |
|
|
2024
Q4 | $892K | Buy |
27,489
+2,940
| +12% | +$96.8K | ﹤0.01% | 1143 |
|
|
2024
Q3 | $812K | Buy |
24,549
+661
| +3% | +$20.2K | ﹤0.01% | 1141 |
|
|
2024
Q2 | $660K | Buy |
23,888
+100
| +0.4% | +$2.81K | ﹤0.01% | 1087 |
|
|
2024
Q1 | $655K | Sell |
23,788
-4,031
| -14% | -$107K | ﹤0.01% | 1026 |
|
|
2023
Q4 | $754K | Sell |
27,819
-1,657
| -6% | -$42K | ﹤0.01% | 921 |
|
|
2023
Q3 | $694K | Buy |
29,476
+370
| +1% | +$9.57K | ﹤0.01% | 875 |
|
|
2023
Q2 | $770K | Buy |
29,106
+1,987
| +7% | +$54.8K | ﹤0.01% | 798 |
|
|
2023
Q1 | $754K | Buy |
27,119
+598
| +2% | +$16.9K | 0.01% | 751 |
|
|
2022
Q4 | $775K | Buy |
26,521
+3,608
| +16% | +$99.2K | 0.01% | 686 |
|
|
2022
Q3 | $581K | Buy |
22,913
+11,329
| +98% | +$324K | ﹤0.01% | 705 |
|
|
2022
Q2 | $314K | Buy |
11,584
+5,963
| +106% | +$171K | ﹤0.01% | 876 |
|
|
2022
Q1 | $161K | Sell |
5,621
-1,630
| -22% | -$46K | ﹤0.01% | 1129 |
|
|
2021
Q4 | $218K | Buy |
+7,251
| New | +$209K | ﹤0.01% | 993 |
|
|
2021
Q2 | $179K | Hold |
6,398
| – | – | ﹤0.01% | 938 |
|
|
2021
Q1 | $179K | Hold |
6,398
| – | – | ﹤0.01% | 938 |
|
|
2020
Q4 | $179K | Hold |
6,398
| – | – | ﹤0.01% | 938 |
|
|
2020
Q3 | $179K | Hold |
6,398
| – | – | ﹤0.01% | 938 |
|
|
2020
Q2 | $179K | Hold |
6,398
| – | – | ﹤0.01% | 938 |
|
|
2020
Q1 | $179K | Hold |
6,398
| – | – | ﹤0.01% | 938 |
|
|
2019
Q4 | $179K | Hold |
6,398
| – | – | ﹤0.01% | 938 |
|
|
2019
Q3 | $179K | Hold |
6,398
| – | – | ﹤0.01% | 938 |
|
|
2019
Q2 | $179K | Hold |
6,398
| – | – | ﹤0.01% | 938 |
|
|
2019
Q1 | $179K | Buy |
6,398
+4,560
| +248% | +$142K | ﹤0.01% | 937 |
|
|
2018
Q4 | $52K | Sell |
1,838
-19,566
| -91% | -$594K | ﹤0.01% | 875 |
|
|
2018
Q3 | $626K | Buy |
21,404
+20,682
| +2,865% | +$604K | 0.02% | 362 |
|
|
2018
Q2 | $21K | Buy |
722
+237
| +49% | +$6.56K | ﹤0.01% | 833 |
|
|
2018
Q1 | $14K | Buy |
485
+46
| +10% | +$1.37K | ﹤0.01% | 787 |
|
|
2017
Q4 | $14K | Sell |
439
-378
| -46% | -$13.6K | ﹤0.01% | 792 |
|
|
2017
Q3 | $31K | Buy |
817
+417
| +104% | +$16.1K | ﹤0.01% | 617 |
|
|
2017
Q2 | $15K | Hold |
400
| – | – | ﹤0.01% | 696 |
|
|
2017
Q1 | $15K | Sell |
400
-263
| -40% | -$9.41K | ﹤0.01% | 668 |
|
|
2016
Q4 | $23K | Buy |
+663
| New | +$22.2K | ﹤0.01% | 561 |
|
Other funds holding PPL
Carson Wealth (CWM LLC)'s PPL Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its PPL Corp (PPL) stake by 32% in Q1 2026, buying an estimated $234K and bringing the position to 26,212 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #1538.
Carson Wealth (CWM LLC) first reported a position in PPL in Q4 2016 and has held it in 37 quarters since. 991 funds tracked by Wall St. Rank hold PPL as of Q1 2026.
- Carson Wealth (CWM LLC) held 26,212 shares of PPL Corp worth $1M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 6,332 PPL Corp shares in Q1 2026, an estimated $234K.
- PPL Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1538 holding.
- Carson Wealth (CWM LLC) first reported a position in PPL Corp in Q4 2016 and has held it in 37 quarters since.
- 991 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.