Carson Wealth (CWM LLC)’s RB Global RBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $226K | Buy |
2,354
+105
| +5% | +$11.1K | ﹤0.01% | 2631 |
|
|
2025
Q4 | $231K | Sell |
2,249
-149
| -6% | -$15.1K | ﹤0.01% | 2454 |
|
|
2025
Q3 | $260K | Buy |
2,398
+243
| +11% | +$27.2K | ﹤0.01% | 2247 |
|
|
2025
Q2 | $229K | Buy |
2,155
+181
| +9% | +$18.6K | ﹤0.01% | 2060 |
|
|
2025
Q1 | $198K | Buy |
1,974
+144
| +8% | +$13.7K | ﹤0.01% | 1926 |
|
|
2024
Q4 | $165K | Sell |
1,830
-2,126
| -54% | -$190K | ﹤0.01% | 1957 |
|
|
2024
Q3 | $318K | Buy |
3,956
+235
| +6% | +$19.1K | ﹤0.01% | 1509 |
|
|
2024
Q2 | $284K | Sell |
3,721
-516
| -12% | -$38.7K | ﹤0.01% | 1419 |
|
|
2024
Q1 | $323K | Sell |
4,237
-839
| -17% | -$58.6K | ﹤0.01% | 1302 |
|
|
2023
Q4 | $340K | Sell |
5,076
-813
| -14% | -$52.2K | ﹤0.01% | 1210 |
|
|
2023
Q3 | $368K | Sell |
5,889
-1,645
| -22% | -$101K | ﹤0.01% | 1084 |
|
|
2023
Q2 | $452K | Sell |
7,534
-5,089
| -40% | -$287K | ﹤0.01% | 973 |
|
|
2023
Q1 | $711K | Buy |
12,623
+2,630
| +26% | +$155K | ﹤0.01% | 776 |
|
|
2022
Q4 | $578K | Buy |
9,993
+7,723
| +340% | +$450K | ﹤0.01% | 758 |
|
|
2022
Q3 | $142K | Sell |
2,270
-35
| -2% | -$2.38K | ﹤0.01% | 1184 |
|
|
2022
Q2 | $150K | Buy |
2,305
+55
| +2% | +$3.23K | ﹤0.01% | 1158 |
|
|
2022
Q1 | $133K | Sell |
2,250
-190
| -8% | -$11.2K | ﹤0.01% | 1214 |
|
|
2021
Q4 | $149K | Buy |
+2,440
| New | +$163K | ﹤0.01% | 1149 |
|
|
2021
Q2 | $11M | Hold |
186,361
| – | – | 0.09% | 193 |
|
|
2021
Q1 | $11M | Hold |
186,361
| – | – | 0.09% | 193 |
|
|
2020
Q4 | $11M | Hold |
186,361
| – | – | 0.09% | 193 |
|
|
2020
Q3 | $11M | Hold |
186,361
| – | – | 0.09% | 193 |
|
|
2020
Q2 | $11M | Hold |
186,361
| – | – | 0.09% | 193 |
|
|
2020
Q1 | $11M | Hold |
186,361
| – | – | 0.09% | 193 |
|
|
2019
Q4 | $11M | Hold |
186,361
| – | – | 0.09% | 193 |
|
|
2019
Q3 | $11M | Hold |
186,361
| – | – | 0.09% | 193 |
|
|
2019
Q2 | $11M | Hold |
186,361
| – | – | 0.09% | 193 |
|
|
2019
Q1 | $11M | Buy |
186,361
+26,368
| +16% | +$929K | 0.09% | 193 |
|
|
2018
Q4 | $5.24M | Buy |
159,993
+28,818
| +22% | +$969K | 0.13% | 148 |
|
|
2018
Q3 | $4.74M | Buy |
131,175
+38,114
| +41% | +$1.36M | 0.12% | 168 |
|
|
2018
Q2 | $3.17M | Buy |
93,061
+2,036
| +2% | +$68.6K | 0.1% | 169 |
|
|
2018
Q1 | $2.87M | Sell |
91,025
-3,539
| -4% | -$113K | 0.11% | 144 |
|
|
2017
Q4 | $2.83M | Buy |
94,564
+94,555
| +1,050,611% | +$2.65M | 0.13% | 134 |
|
|
2017
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 1548 |
|
|
2017
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 1286 |
|
|
2017
Q1 | $0 | Buy |
+9
| New | +$291 | ﹤0.01% | 1289 |
|
Other funds holding RBA
EIG
Carson Wealth (CWM LLC)'s RBA Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its RB Global (RBA) stake by 4.7% in Q1 2026, buying an estimated $11.1K and bringing the position to 2,354 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #2631.
Carson Wealth (CWM LLC) first reported a position in RBA in Q1 2017 and has held it in 36 quarters since. The position peaked at $11M in Q2 2021. 541 funds tracked by Wall St. Rank hold RBA as of Q1 2026.
- Carson Wealth (CWM LLC) held 2,354 shares of RB Global worth $226K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 105 RB Global shares in Q1 2026, an estimated $11.1K.
- RB Global made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2631 holding.
- Carson Wealth (CWM LLC) first reported a position in RB Global in Q1 2017 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s RB Global position peaked at $11M in Q2 2021.
- 541 funds tracked by Wall St. Rank held RB Global as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.