Carson Wealth (CWM LLC)’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $574K | Buy |
2,292
+39
| +2% | +$10.1K | ﹤0.01% | 1913 |
|
|
2025
Q4 | $582K | Sell |
2,253
-4,335
| -66% | -$1.13M | ﹤0.01% | 1823 |
|
|
2025
Q3 | $1.83M | Buy |
6,588
+3,317
| +101% | +$891K | 0.01% | 1124 |
|
|
2025
Q2 | $895K | Sell |
3,271
-1,821
| -36% | -$483K | ﹤0.01% | 1301 |
|
|
2025
Q1 | $1.45M | Buy |
5,092
+1,857
| +57% | +$529K | 0.01% | 953 |
|
|
2024
Q4 | $878K | Buy |
3,235
+313
| +11% | +$88.7K | ﹤0.01% | 1151 |
|
|
2024
Q3 | $775K | Buy |
2,922
+84
| +3% | +$21.2K | ﹤0.01% | 1163 |
|
|
2024
Q2 | $671K | Buy |
2,838
+16
| +0.6% | +$3.63K | ﹤0.01% | 1082 |
|
|
2024
Q1 | $714K | Buy |
2,822
+1,723
| +157% | +$407K | ﹤0.01% | 992 |
|
|
2023
Q4 | $226K | Sell |
1,099
-76
| -6% | -$15.5K | ﹤0.01% | 1370 |
|
|
2023
Q3 | $228K | Buy |
1,175
+977
| +493% | +$200K | ﹤0.01% | 1258 |
|
|
2023
Q2 | $39K | Sell |
198
-8
| -4% | -$1.47K | ﹤0.01% | 2167 |
|
|
2023
Q1 | $35K | Buy |
206
+36
| +21% | +$5.9K | ﹤0.01% | 2113 |
|
|
2022
Q4 | $24K | Buy |
170
+34
| +25% | +$4.74K | ﹤0.01% | 2242 |
|
|
2022
Q3 | $17K | Buy |
136
+75
| +123% | +$9.51K | ﹤0.01% | 2339 |
|
|
2022
Q2 | $7K | Buy |
61
+17
| +39% | +$2.14K | ﹤0.01% | 2820 |
|
|
2022
Q1 | $6K | Buy |
44
+4
| +10% | +$568 | ﹤0.01% | 2777 |
|
|
2021
Q4 | $6K | Buy |
+40
| New | +$6.34K | ﹤0.01% | 2658 |
|
|
2021
Q2 | $6K | Hold |
40
| – | – | ﹤0.01% | 2310 |
|
|
2021
Q1 | $6K | Hold |
40
| – | – | ﹤0.01% | 2310 |
|
|
2020
Q4 | $6K | Hold |
40
| – | – | ﹤0.01% | 2309 |
|
|
2020
Q3 | $6K | Hold |
40
| – | – | ﹤0.01% | 2309 |
|
|
2020
Q2 | $6K | Hold |
40
| – | – | ﹤0.01% | 2309 |
|
|
2020
Q1 | $6K | Hold |
40
| – | – | ﹤0.01% | 2309 |
|
|
2019
Q4 | $6K | Hold |
40
| – | – | ﹤0.01% | 2309 |
|
|
2019
Q3 | $6K | Hold |
40
| – | – | ﹤0.01% | 2309 |
|
|
2019
Q2 | $6K | Hold |
40
| – | – | ﹤0.01% | 2309 |
|
|
2019
Q1 | $6K | Buy |
40
+19
| +90% | +$2.19K | ﹤0.01% | 2309 |
|
|
2018
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 1784 |
|
|
2018
Q3 | $3K | Buy |
+21
| New | +$2.44K | ﹤0.01% | 1473 |
|
|
2018
Q1 | – | Sell |
-210
| Closed | -$21K | – | 1515 |
|
|
2017
Q4 | $21K | Hold |
210
| – | – | ﹤0.01% | 688 |
|
|
2017
Q3 | $17K | Hold |
210
| – | – | ﹤0.01% | 753 |
|
|
2017
Q2 | $16K | Hold |
210
| – | – | ﹤0.01% | 683 |
|
|
2017
Q1 | $17K | Hold |
210
| – | – | ﹤0.01% | 629 |
|
|
2016
Q4 | $15K | Hold |
210
| – | – | ﹤0.01% | 654 |
|
|
2016
Q3 | $11K | Buy |
+210
| New | +$11.6K | ﹤0.01% | 678 |
|
Other funds holding PRI
BWA
Carson Wealth (CWM LLC)'s PRI Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Primerica (PRI) stake by 1.7% in Q1 2026, buying an estimated $10.1K and bringing the position to 2,292 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #1913.
Carson Wealth (CWM LLC) first reported a position in PRI in Q3 2016 and has held it in 36 quarters since. The position peaked at $1.83M in Q3 2025. 508 funds tracked by Wall St. Rank hold PRI as of Q1 2026.
- Carson Wealth (CWM LLC) held 2,292 shares of Primerica worth $574K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 39 Primerica shares in Q1 2026, an estimated $10.1K.
- Primerica made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1913 holding.
- Carson Wealth (CWM LLC) first reported a position in Primerica in Q3 2016 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s Primerica position peaked at $1.83M in Q3 2025.
- 508 funds tracked by Wall St. Rank held Primerica as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.