Carson Wealth (CWM LLC)’s SBA Communications SBAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $580K | Sell |
3,370
-2,375
| -41% | -$445K | ﹤0.01% | 1904 |
|
|
2025
Q4 | $1.11M | Buy |
5,745
+1,661
| +41% | +$321K | ﹤0.01% | 1432 |
|
|
2025
Q3 | $790K | Sell |
4,084
-10,898
| -73% | -$2.36M | ﹤0.01% | 1534 |
|
|
2025
Q2 | $3.52M | Buy |
14,982
+1,494
| +11% | +$342K | 0.01% | 708 |
|
|
2025
Q1 | $2.97M | Buy |
13,488
+3,290
| +32% | +$689K | 0.01% | 688 |
|
|
2024
Q4 | $2.08M | Buy |
10,198
+7,119
| +231% | +$1.6M | 0.01% | 770 |
|
|
2024
Q3 | $741K | Buy |
3,079
+127
| +4% | +$28.1K | ﹤0.01% | 1174 |
|
|
2024
Q2 | $579K | Buy |
2,952
+1,065
| +56% | +$211K | ﹤0.01% | 1130 |
|
|
2024
Q1 | $409K | Buy |
1,887
+265
| +16% | +$58.9K | ﹤0.01% | 1209 |
|
|
2023
Q4 | $411K | Buy |
1,622
+573
| +55% | +$129K | ﹤0.01% | 1128 |
|
|
2023
Q3 | $210K | Buy |
1,049
+94
| +10% | +$20.9K | ﹤0.01% | 1295 |
|
|
2023
Q2 | $221K | Sell |
955
-1
| -0.1% | -$239 | ﹤0.01% | 1213 |
|
|
2023
Q1 | $250K | Sell |
956
-45
| -4% | -$12.4K | ﹤0.01% | 1116 |
|
|
2022
Q4 | $281K | Buy |
1,001
+90
| +10% | +$25K | ﹤0.01% | 980 |
|
|
2022
Q3 | $259K | Sell |
911
-44
| -5% | -$14.3K | ﹤0.01% | 958 |
|
|
2022
Q2 | $306K | Buy |
955
+370
| +63% | +$125K | ﹤0.01% | 886 |
|
|
2022
Q1 | $201K | Buy |
585
+365
| +166% | +$118K | ﹤0.01% | 1032 |
|
|
2021
Q4 | $86K | Buy |
+220
| New | +$77.3K | ﹤0.01% | 1353 |
|
|
2021
Q2 | $21K | Hold |
66
| – | – | ﹤0.01% | 1782 |
|
|
2021
Q1 | $21K | Hold |
66
| – | – | ﹤0.01% | 1782 |
|
|
2020
Q4 | $21K | Hold |
66
| – | – | ﹤0.01% | 1782 |
|
|
2020
Q3 | $21K | Hold |
66
| – | – | ﹤0.01% | 1782 |
|
|
2020
Q2 | $21K | Hold |
66
| – | – | ﹤0.01% | 1782 |
|
|
2020
Q1 | $21K | Hold |
66
| – | – | ﹤0.01% | 1782 |
|
|
2019
Q4 | $21K | Hold |
66
| – | – | ﹤0.01% | 1782 |
|
|
2019
Q3 | $21K | Hold |
66
| – | – | ﹤0.01% | 1782 |
|
|
2019
Q2 | $21K | Hold |
66
| – | – | ﹤0.01% | 1782 |
|
|
2019
Q1 | $21K | Sell |
66
-119
| -64% | -$21.6K | ﹤0.01% | 1782 |
|
|
2018
Q4 | $30K | Buy |
185
+61
| +49% | +$9.93K | ﹤0.01% | 1022 |
|
|
2018
Q3 | $20K | Hold |
124
| – | – | ﹤0.01% | 956 |
|
|
2018
Q2 | $20K | Buy |
124
+35
| +39% | +$5.65K | ﹤0.01% | 842 |
|
|
2018
Q1 | $15K | Buy |
89
+40
| +82% | +$6.63K | ﹤0.01% | 770 |
|
|
2017
Q4 | $8K | Sell |
49
-51
| -51% | -$8.1K | ﹤0.01% | 945 |
|
|
2017
Q3 | $14K | Buy |
+100
| New | +$14.2K | ﹤0.01% | 809 |
|
|
2014
Q1 | – | Sell |
-32
| Closed | -$3K | – | 424 |
|
|
2013
Q4 | $3K | Buy |
+32
| New | +$2.75K | ﹤0.01% | 574 |
|
Other funds holding SBAC
Carson Wealth (CWM LLC)'s SBAC Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its SBA Communications (SBAC) stake by 41% in Q1 2026, selling an estimated $445K and leaving 3,370 shares worth $580K. The position accounts for ﹤0.01% of the portfolio, ranked #1904.
Carson Wealth (CWM LLC) first reported a position in SBAC in Q4 2013 and has held it in 35 quarters since. The position peaked at $3.52M in Q2 2025. 667 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.
- Carson Wealth (CWM LLC) held 3,370 shares of SBA Communications worth $580K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 2,375 SBA Communications shares in Q1 2026, an estimated $445K.
- SBA Communications made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1904 holding.
- Carson Wealth (CWM LLC) first reported a position in SBA Communications in Q4 2013 and has held it in 35 quarters since.
- Carson Wealth (CWM LLC)'s SBA Communications position peaked at $3.52M in Q2 2025.
- 667 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.