Carson Wealth (CWM LLC)’s Service Corp International SCI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SCI Stock Details SCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.8M	Sell	301,173 -13,056	-4%	-$1.05M	0.07%	277
2025 Q4	$24.5M	Sell	314,229 -4,932	-2%	-$395K	0.07%	262
2025 Q3	$26.6M	Buy	319,161 +3,831	+1%	+$306K	0.08%	211
2025 Q2	$25.7M	Buy	315,330 +8,514	+3%	+$665K	0.09%	192
2025 Q1	$24.6M	Sell	306,816 -9,937	-3%	-$782K	0.1%	190
2024 Q4	$25.3M	Sell	316,753 -16,616	-5%	-$1.36M	0.1%	174
2024 Q3	$26.3M	Sell	333,369 -15,825	-5%	-$1.2M	0.11%	167
2024 Q2	$24.8M	Sell	349,194 -16,965	-5%	-$1.2M	0.12%	163
2024 Q1	$27.2M	Sell	366,159 -25,669	-7%	-$1.81M	0.13%	155
2023 Q4	$26.8M	Sell	391,828 -40,057	-9%	-$2.41M	0.14%	142
2023 Q3	$24.7M	Sell	431,885 -41,377	-9%	-$2.61M	0.15%	137
2023 Q2	$30.6M	Sell	473,262 -44,843	-9%	-$3M	0.19%	104
2023 Q1	$35.6M	Sell	518,105 -14,159	-3%	-$978K	0.24%	83
2022 Q4	$36.8M	Buy	532,264 +5,961	+1%	+$397K	0.27%	76
2022 Q3	$30.4M	Buy	526,303 +4,049	+0.8%	+$267K	0.24%	86
2022 Q2	$36.1M	Buy	522,254 +3,353	+0.6%	+$229K	0.28%	69
2022 Q1	$34.2M	Sell	518,901 -3,915	-0.7%	-$247K	0.24%	78
2021 Q4	$37.1M	Buy	+522,816	New	+$34.7M	0.26%	68
2021 Q2	$29.3M	Hold	546,977	–	–	0.23%	80
2021 Q1	$29.3M	Hold	546,977	–	–	0.23%	80
2020 Q4	$29.3M	Hold	546,977	–	–	0.23%	80
2020 Q3	$29.3M	Hold	546,977	–	–	0.23%	80
2020 Q2	$29.3M	Hold	546,977	–	–	0.23%	80
2020 Q1	$29.3M	Hold	546,977	–	–	0.23%	80
2019 Q4	$29.3M	Hold	546,977	–	–	0.23%	80
2019 Q3	$29.3M	Hold	546,977	–	–	0.23%	80
2019 Q2	$29.3M	Hold	546,977	–	–	0.23%	80
2019 Q1	$29.3M	Buy	546,977 +546,765	+257,908%	+$22.8M	0.23%	80
2018 Q4	$9K	Sell	212 -12	-5%	-$521	﹤0.01%	1380
2018 Q3	$10K	Buy	224 +12	+6%	+$485	﹤0.01%	1158
2018 Q2	$8K	Hold	212	–	–	﹤0.01%	1082
2018 Q1	$8K	Hold	212	–	–	﹤0.01%	903
2017 Q4	$8K	Hold	212	–	–	﹤0.01%	946
2017 Q3	$7K	Sell	212 -9	-4%	-$312	﹤0.01%	1000
2017 Q2	$7K	Hold	221	–	–	﹤0.01%	840
2017 Q1	$7K	Hold	221	–	–	﹤0.01%	826
2016 Q4	$6K	Hold	221	–	–	﹤0.01%	826
2016 Q3	$6K	Hold	221	–	–	﹤0.01%	802
2016 Q2	$6K	Buy	221 +9	+4%	+$237	﹤0.01%	611
2016 Q1	$5K	Buy	+212	New	+$5.02K	﹤0.01%	601
2013 Q4	–	Sell	-298	Closed	-$6K	–	649
2013 Q3	$6K	Buy	+298	New	+$5.54K	﹤0.01%	366

Other funds holding SCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Service Corp International (SCI) stake by 4.2% in Q1 2026, selling an estimated $1.05M and leaving 301,173 shares worth $24.8M. The position accounts for 0.07% of the portfolio, ranked #277.

Carson Wealth (CWM LLC) first reported a position in SCI in Q3 2013 and has held it in 41 quarters since. The position peaked at $37.1M in Q4 2021. 563 funds tracked by Wall St. Rank hold SCI as of Q1 2026.

Carson Wealth (CWM LLC) held 301,173 shares of Service Corp International worth $24.8M as of Q1 2026.
Carson Wealth (CWM LLC) sold 13,056 Service Corp International shares in Q1 2026, an estimated $1.05M.
Service Corp International made up 0.07% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #277 holding.
Carson Wealth (CWM LLC) first reported a position in Service Corp International in Q3 2013 and has held it in 41 quarters since.
Carson Wealth (CWM LLC)'s Service Corp International position peaked at $37.1M in Q4 2021.
563 funds tracked by Wall St. Rank held Service Corp International as of Q1 2026.

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