Carson Wealth (CWM LLC)’s Stepan Co SCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $921K | Buy |
18,434
+4,680
| +34% | +$251K | ﹤0.01% | 1591 |
|
|
2025
Q4 | $651K | Sell |
13,754
-1,788
| -12% | -$81.9K | ﹤0.01% | 1760 |
|
|
2025
Q3 | $741K | Sell |
15,542
-1,558
| -9% | -$80.8K | ﹤0.01% | 1577 |
|
|
2025
Q2 | $933K | Buy |
17,100
+5,612
| +49% | +$296K | ﹤0.01% | 1273 |
|
|
2025
Q1 | $632K | Buy |
11,488
+1,105
| +11% | +$67.4K | ﹤0.01% | 1362 |
|
|
2024
Q4 | $672K | Sell |
10,383
-117
| -1% | -$8.67K | ﹤0.01% | 1269 |
|
|
2024
Q3 | $811K | Buy |
10,500
+287
| +3% | +$22.8K | ﹤0.01% | 1143 |
|
|
2024
Q2 | $857K | Sell |
10,213
-732
| -7% | -$62.5K | ﹤0.01% | 978 |
|
|
2024
Q1 | $986K | Sell |
10,945
-528
| -5% | -$47.3K | ﹤0.01% | 860 |
|
|
2023
Q4 | $1.08M | Sell |
11,473
-374
| -3% | -$29.9K | 0.01% | 772 |
|
|
2023
Q3 | $888K | Buy |
11,847
+498
| +4% | +$43.5K | 0.01% | 795 |
|
|
2023
Q2 | $1.08M | Sell |
11,349
-440
| -4% | -$41.8K | 0.01% | 687 |
|
|
2023
Q1 | $1.22M | Buy |
11,789
+230
| +2% | +$24.2K | 0.01% | 600 |
|
|
2022
Q4 | $1.23M | Buy |
11,559
+506
| +5% | +$53K | 0.01% | 557 |
|
|
2022
Q3 | $1.03M | Sell |
11,053
-373
| -3% | -$38.8K | 0.01% | 553 |
|
|
2022
Q2 | $1.16M | Sell |
11,426
-299
| -3% | -$30.9K | 0.01% | 530 |
|
|
2022
Q1 | $1.16M | Sell |
11,725
-1,754
| -13% | -$190K | 0.01% | 527 |
|
|
2021
Q4 | $1.68M | Buy |
+13,479
| New | +$1.63M | 0.01% | 474 |
|
|
2021
Q2 | $1.71M | Hold |
14,209
| – | – | 0.01% | 477 |
|
|
2021
Q1 | $1.71M | Hold |
14,209
| – | – | 0.01% | 477 |
|
|
2020
Q4 | $1.71M | Hold |
14,209
| – | – | 0.01% | 477 |
|
|
2020
Q3 | $1.71M | Hold |
14,209
| – | – | 0.01% | 477 |
|
|
2020
Q2 | $1.71M | Hold |
14,209
| – | – | 0.01% | 477 |
|
|
2020
Q1 | $1.71M | Hold |
14,209
| – | – | 0.01% | 477 |
|
|
2019
Q4 | $1.71M | Hold |
14,209
| – | – | 0.01% | 477 |
|
|
2019
Q3 | $1.71M | Hold |
14,209
| – | – | 0.01% | 477 |
|
|
2019
Q2 | $1.71M | Hold |
14,209
| – | – | 0.01% | 477 |
|
|
2019
Q1 | $1.71M | Buy |
14,209
+14,202
| +202,886% | +$1.23M | 0.01% | 477 |
|
|
2018
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 1981 |
|
|
2018
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 1741 |
|
|
2018
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 1585 |
|
|
2018
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 1323 |
|
|
2017
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 1393 |
|
|
2017
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 1412 |
|
|
2017
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 1133 |
|
|
2017
Q1 | $1K | Buy |
+7
| New | +$546 | ﹤0.01% | 1102 |
|
Other funds holding SCL
DRZID
Carson Wealth (CWM LLC)'s SCL Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Stepan Co (SCL) stake by 34% in Q1 2026, buying an estimated $251K and bringing the position to 18,434 shares worth $921K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.
Carson Wealth (CWM LLC) first reported a position in SCL in Q1 2017 and has held it in 36 quarters since. The position peaked at $1.71M in Q2 2021. 224 funds tracked by Wall St. Rank hold SCL as of Q1 2026.
- Carson Wealth (CWM LLC) held 18,434 shares of Stepan Co worth $921K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 4,680 Stepan Co shares in Q1 2026, an estimated $251K.
- Stepan Co made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1591 holding.
- Carson Wealth (CWM LLC) first reported a position in Stepan Co in Q1 2017 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s Stepan Co position peaked at $1.71M in Q2 2021.
- 224 funds tracked by Wall St. Rank held Stepan Co as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.