Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Ralph Lauren RL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RL Stock Details RL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10M Buy
29,113
+3,191
+12% +$1.13M 0.03% 559
2025
Q4 		$9.17M Buy
25,922
+6,856
+36% +$2.34M 0.02% 555
2025
Q3 		$5.98M Sell
19,066
-146
-0.8% -$43.5K 0.02% 638
2025
Q2 		$5.27M Sell
19,212
-2,259
-11% -$559K 0.02% 571
2025
Q1 		$4.74M Buy
21,471
+8,663
+68% +$2.15M 0.02% 543
2024
Q4 		$2.96M Buy
12,808
+3,119
+32% +$665K 0.01% 635
2024
Q3 		$1.88M Buy
9,689
+3,885
+67% +$672K 0.01% 734
2024
Q2 		$1.02M Buy
5,804
+4,224
+267% +$729K ﹤0.01% 874
2024
Q1 		$297K Buy
1,580
+976
+162% +$162K ﹤0.01% 1335
2023
Q4 		$87K Buy
604
+28
+5% +$3.47K ﹤0.01% 1841
2023
Q3 		$67K Buy
576
+116
+25% +$14K ﹤0.01% 1893
2023
Q2 		$57K Buy
460
+136
+42% +$15.7K ﹤0.01% 1889
2023
Q1 		$38K Buy
324
+34
+12% +$4.01K ﹤0.01% 2060
2022
Q4 		$31K Sell
290
-44
-13% -$4.41K ﹤0.01% 2063
2022
Q3 		$28K Sell
334
-154
-32% -$14.5K ﹤0.01% 2012
2022
Q2 		$44K Buy
488
+258
+112% +$26K ﹤0.01% 1686
2022
Q1 		$26K Buy
230
+129
+128% +$15.2K ﹤0.01% 1927
2021
Q4 		$12K Buy
+101
New +$12.1K ﹤0.01% 2261
2019
Q1 		– Sell
-60
Closed -$6K – 3224
2018
Q4 		$6K Buy
60
+4
+7% +$472 ﹤0.01% 1489
2018
Q3 		$8K Buy
56
+20
+56% +$2.67K ﹤0.01% 1230
2018
Q2 		$5K Hold
36
– – ﹤0.01% 1207
2018
Q1 		$4K Hold
36
– – ﹤0.01% 1061
2017
Q4 		$4K Hold
36
– – ﹤0.01% 1152
2017
Q3 		$3K Buy
+36
New +$2.96K ﹤0.01% 1223
2017
Q1 		– Sell
-12
Closed -$1K – 1297
2016
Q4 		$1K Buy
+12
New +$1.22K ﹤0.01% 1071

Other funds holding RL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Ralph Lauren (RL) stake by 12% in Q1 2026, buying an estimated $1.13M and bringing the position to 29,113 shares worth $10M. The position accounts for 0.03% of the portfolio, ranked #559.

Carson Wealth (CWM LLC) first reported a position in RL in Q4 2016 and has held it in 25 quarters since. 789 funds tracked by Wall St. Rank hold RL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 29,113 shares of Ralph Lauren worth $10M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,191 Ralph Lauren shares in Q1 2026, an estimated $1.13M.
  • Ralph Lauren made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #559 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ralph Lauren in Q4 2016 and has held it in 25 quarters since.
  • 789 funds tracked by Wall St. Rank held Ralph Lauren as of Q1 2026.

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