Carson Wealth (CWM LLC)
PPLI

Carson Wealth (CWM LLC)’s People Inc PPLI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.4M Buy
34,950
+23,167
+197% +$878K ﹤0.01% 1364
2025
Q4 		$461K Buy
11,783
+8,620
+273% +$302K ﹤0.01% 1975
2025
Q3 		$108K Sell
3,163
-4,999
-61% -$187K ﹤0.01% 2923
2025
Q2 		$305K Sell
8,162
-30,190
-79% -$1.09M ﹤0.01% 1857
2025
Q1 		$1.45M Buy
38,352
+22,181
+137% +$809K 0.01% 955
2024
Q4 		$572K Buy
16,171
+14,590
+923% +$585K ﹤0.01% 1327
2024
Q3 		$70K Buy
1,581
+189
+14% +$7.87K ﹤0.01% 2437
2024
Q2 		$54K Buy
1,392
+497
+56% +$20.5K ﹤0.01% 2434
2024
Q1 		$39K Buy
895
+125
+16% +$5.4K ﹤0.01% 2459
2023
Q4 		$33K Sell
770
-703
-48% -$27.5K ﹤0.01% 2443
2023
Q3 		$61K Sell
1,473
-168
-10% -$8.15K ﹤0.01% 1943
2023
Q2 		$85K Buy
1,641
+609
+59% +$27.9K ﹤0.01% 1652
2023
Q1 		$44K Buy
1,032
+25
+2% +$1.07K ﹤0.01% 1950
2022
Q4 		$37K Sell
1,007
-948
-48% -$37.5K ﹤0.01% 1936
2022
Q3 		$89K Buy
1,955
+732
+60% +$41.2K ﹤0.01% 1388
2022
Q2 		$76K Buy
1,223
+388
+46% +$27.4K ﹤0.01% 1428
2022
Q1 		$69K Buy
835
+18
+2% +$1.75K ﹤0.01% 1466
2021
Q4 		$88K Buy
+817
New +$92.2K ﹤0.01% 1338
2021
Q2 		$55K Sell
434
-218
-33% -$28.2K ﹤0.01% 1361
2021
Q1 		$55K Hold
652
– – ﹤0.01% 1361
2020
Q4 		$55K Hold
652
– – ﹤0.01% 1361
2020
Q3 		$55K Sell
652
-1,340
-67% -$91.9K ﹤0.01% 1361
2020
Q2 		$55K Hold
1,992
– – ﹤0.01% 1361
2020
Q1 		$55K Hold
1,992
– – ﹤0.01% 1361
2019
Q4 		$55K Hold
1,992
– – ﹤0.01% 1361
2019
Q3 		$55K Hold
1,992
– – ﹤0.01% 1361
2019
Q2 		$55K Hold
1,992
– – ﹤0.01% 1361
2019
Q1 		$55K Buy
1,992
+1,259
+172% +$46.6K ﹤0.01% 1361
2018
Q4 		$24K Buy
733
+588
+406% +$19.7K ﹤0.01% 1080
2018
Q3 		$6K Buy
145
+33
+29% +$1.07K ﹤0.01% 1288
2018
Q2 		$3K Hold
112
– – ﹤0.01% 1293
2018
Q1 		$3K Buy
112
+22
+24% +$580 ﹤0.01% 1102
2017
Q4 		$2K Hold
90
– – ﹤0.01% 1272
2017
Q3 		$2K Hold
90
– – ﹤0.01% 1286
2017
Q2 		$2K Sell
90
-83
-48% -$1.41K ﹤0.01% 1008
2017
Q1 		$2K Hold
173
– – ﹤0.01% 986
2016
Q4 		$2K Sell
173
-420
-71% -$4.92K ﹤0.01% 984
2016
Q3 		$7K Hold
593
– – ﹤0.01% 772
2016
Q2 		$6K Sell
593
-1,550
-72% -$14.4K ﹤0.01% 607
2016
Q1 		$18K Sell
2,143
-25,476
-92% -$219K ﹤0.01% 455
2015
Q4 		$296K Sell
27,619
-768,781
-97% -$8.9M 0.03% 201
2015
Q3 		$9.29M Sell
796,400
-21,850
-3% -$290K 0.94% 37
2015
Q2 		$11.6M Sell
818,250
-33,231
-4% -$441K 1.12% 26
2015
Q1 		$10.3M Buy
+851,481
New +$9.85M 1.04% 32

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its People Inc (PPLI) stake by 197% in Q1 2026, buying an estimated $878K and bringing the position to 34,950 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Carson Wealth (CWM LLC) first reported a position in PPLI in Q1 2015 and has held it in 44 quarters since. The position peaked at $11.6M in Q2 2015. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 34,950 shares of People Inc worth $1.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 23,167 People Inc shares in Q1 2026, an estimated $878K.
  • People Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1364 holding.
  • Carson Wealth (CWM LLC) first reported a position in People Inc in Q1 2015 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s People Inc position peaked at $11.6M in Q2 2015.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

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