Carson Wealth (CWM LLC)’s Reliance Steel & Aluminium RS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.7M | Sell |
5,592
-222
| -4% | -$70.5K | ﹤0.01% | 1272 |
|
|
2025
Q4 | $1.68M | Sell |
5,814
-468
| -7% | -$131K | ﹤0.01% | 1224 |
|
|
2025
Q3 | $1.76M | Buy |
6,282
+737
| +13% | +$221K | 0.01% | 1140 |
|
|
2025
Q2 | $1.74M | Buy |
5,545
+133
| +2% | +$39.3K | 0.01% | 998 |
|
|
2025
Q1 | $1.56M | Buy |
5,412
+4,431
| +452% | +$1.27M | 0.01% | 922 |
|
|
2024
Q4 | $264K | Buy |
981
+6
| +0.6% | +$1.78K | ﹤0.01% | 1669 |
|
|
2024
Q3 | $282K | Sell |
975
-49
| -5% | -$14K | ﹤0.01% | 1575 |
|
|
2024
Q2 | $293K | Sell |
1,024
-79
| -7% | -$23.8K | ﹤0.01% | 1408 |
|
|
2024
Q1 | $368K | Buy |
1,103
+96
| +10% | +$29.2K | ﹤0.01% | 1245 |
|
|
2023
Q4 | $282K | Buy |
1,007
+8
| +0.8% | +$2.12K | ﹤0.01% | 1280 |
|
|
2023
Q3 | $262K | Sell |
999
-133
| -12% | -$36.9K | ﹤0.01% | 1202 |
|
|
2023
Q2 | $308K | Buy |
1,132
+84
| +8% | +$20.8K | ﹤0.01% | 1099 |
|
|
2023
Q1 | $269K | Buy |
1,048
+9
| +0.9% | +$2.12K | ﹤0.01% | 1091 |
|
|
2022
Q4 | $210K | Buy |
1,039
+48
| +5% | +$9.55K | ﹤0.01% | 1088 |
|
|
2022
Q3 | $173K | Buy |
991
+233
| +31% | +$42.8K | ﹤0.01% | 1110 |
|
|
2022
Q2 | $129K | Buy |
758
+43
| +6% | +$8.03K | ﹤0.01% | 1215 |
|
|
2022
Q1 | $131K | Buy |
715
+72
| +11% | +$12.5K | ﹤0.01% | 1224 |
|
|
2021
Q4 | $104K | Buy |
+643
| New | +$99.4K | ﹤0.01% | 1279 |
|
|
2021
Q2 | $29K | Hold |
190
| – | – | ﹤0.01% | 1632 |
|
|
2021
Q1 | $29K | Hold |
190
| – | – | ﹤0.01% | 1632 |
|
|
2020
Q4 | $29K | Hold |
190
| – | – | ﹤0.01% | 1632 |
|
|
2020
Q3 | $29K | Hold |
190
| – | – | ﹤0.01% | 1631 |
|
|
2020
Q2 | $29K | Hold |
190
| – | – | ﹤0.01% | 1631 |
|
|
2020
Q1 | $29K | Hold |
190
| – | – | ﹤0.01% | 1631 |
|
|
2019
Q4 | $29K | Hold |
190
| – | – | ﹤0.01% | 1631 |
|
|
2019
Q3 | $29K | Hold |
190
| – | – | ﹤0.01% | 1631 |
|
|
2019
Q2 | $29K | Hold |
190
| – | – | ﹤0.01% | 1631 |
|
|
2019
Q1 | $29K | Buy |
190
+183
| +2,614% | +$15.3K | ﹤0.01% | 1631 |
|
|
2018
Q4 | $0 | Sell |
7
-4
| -36% | -$316 | ﹤0.01% | 2221 |
|
|
2018
Q3 | $1K | Sell |
11
-6
| -35% | -$531 | ﹤0.01% | 1735 |
|
|
2018
Q2 | $1K | Sell |
17
-34
| -67% | -$3.09K | ﹤0.01% | 1581 |
|
|
2018
Q1 | $4K | Sell |
51
-129
| -72% | -$11.5K | ﹤0.01% | 1062 |
|
|
2017
Q4 | $15K | Hold |
180
| – | – | ﹤0.01% | 777 |
|
|
2017
Q3 | $14K | Hold |
180
| – | – | ﹤0.01% | 808 |
|
|
2017
Q2 | $13K | Hold |
180
| – | – | ﹤0.01% | 729 |
|
|
2017
Q1 | $14K | Hold |
180
| – | – | ﹤0.01% | 687 |
|
|
2016
Q4 | $14K | Hold |
180
| – | – | ﹤0.01% | 665 |
|
|
2016
Q3 | $13K | Buy |
+180
| New | +$13.5K | ﹤0.01% | 637 |
|
Other funds holding RS
Carson Wealth (CWM LLC)'s RS Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Reliance Steel & Aluminium (RS) stake by 3.8% in Q1 2026, selling an estimated $70.5K and leaving 5,592 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1272.
Carson Wealth (CWM LLC) first reported a position in RS in Q3 2016 and has held it in 38 quarters since. The position peaked at $1.76M in Q3 2025. 645 funds tracked by Wall St. Rank hold RS as of Q1 2026.
- Carson Wealth (CWM LLC) held 5,592 shares of Reliance Steel & Aluminium worth $1.7M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 222 Reliance Steel & Aluminium shares in Q1 2026, an estimated $70.5K.
- Reliance Steel & Aluminium made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1272 holding.
- Carson Wealth (CWM LLC) first reported a position in Reliance Steel & Aluminium in Q3 2016 and has held it in 38 quarters since.
- Carson Wealth (CWM LLC)'s Reliance Steel & Aluminium position peaked at $1.76M in Q3 2025.
- 645 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.