Carson Wealth (CWM LLC)
SHOE

Carson Wealth (CWM LLC)’s Shoe Station Group SHOE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SHOE Stock Details SHOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$101K Buy
6,495
+4,220
+185% +$80.2K ﹤0.01% 3257
2025
Q4 		$38K Sell
2,275
-3,030
-57% -$55.6K ﹤0.01% 3805
2025
Q3 		$110K Sell
5,305
-305
-5% -$6.6K ﹤0.01% 2913
2025
Q2 		$105K Buy
5,610
+1,727
+44% +$32.8K ﹤0.01% 2676
2025
Q1 		$85K Buy
3,883
+2,536
+188% +$64.2K ﹤0.01% 2563
2024
Q4 		$45K Sell
1,347
-65
-5% -$2.35K ﹤0.01% 2885
2024
Q3 		$62K Sell
1,412
-1
-0.1% -$41 ﹤0.01% 2539
2024
Q2 		$52K Sell
1,413
-246
-15% -$8.74K ﹤0.01% 2459
2024
Q1 		$61K Sell
1,659
-1,140
-41% -$33.8K ﹤0.01% 2174
2023
Q4 		$85K Buy
2,799
+279
+11% +$7.02K ﹤0.01% 1857
2023
Q3 		$61K Sell
2,520
-441
-15% -$10.5K ﹤0.01% 1949
2023
Q2 		$70K Buy
2,961
+1,381
+87% +$31.7K ﹤0.01% 1775
2023
Q1 		$41K Buy
1,580
+276
+21% +$7.2K ﹤0.01% 2021
2022
Q4 		$31K Buy
1,304
+12
+0.9% +$287 ﹤0.01% 2064
2022
Q3 		$28K Sell
1,292
-302
-19% -$6.92K ﹤0.01% 2013
2022
Q2 		$34K Hold
1,594
– – ﹤0.01% 1821
2022
Q1 		$46K Buy
1,594
+1,028
+182% +$33.5K ﹤0.01% 1647
2021
Q4 		$22K Buy
+566
New +$21.3K ﹤0.01% 1949
2021
Q2 		$20K Hold
566
– – ﹤0.01% 1803
2021
Q1 		$20K Hold
566
– – ﹤0.01% 1803
2020
Q4 		$20K Hold
566
– – ﹤0.01% 1803
2020
Q3 		$20K Hold
566
– – ﹤0.01% 1803
2020
Q2 		$20K Hold
566
– – ﹤0.01% 1802
2020
Q1 		$20K Hold
566
– – ﹤0.01% 1802
2019
Q4 		$20K Hold
566
– – ﹤0.01% 1802
2019
Q3 		$20K Hold
566
– – ﹤0.01% 1802
2019
Q2 		$20K Hold
566
– – ﹤0.01% 1802
2019
Q1 		$20K Buy
+566
New +$10.3K ﹤0.01% 1801

Other funds holding SHOE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Shoe Station Group (SHOE) stake by 185% in Q1 2026, buying an estimated $80.2K and bringing the position to 6,495 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #3257.

Carson Wealth (CWM LLC) first reported a position in SHOE in Q1 2019 and has held it in 28 quarters since. The position peaked at $110K in Q3 2025. 158 funds tracked by Wall St. Rank hold SHOE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,495 shares of Shoe Station Group worth $101K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,220 Shoe Station Group shares in Q1 2026, an estimated $80.2K.
  • Shoe Station Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3257 holding.
  • Carson Wealth (CWM LLC) first reported a position in Shoe Station Group in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Shoe Station Group position peaked at $110K in Q3 2025.
  • 158 funds tracked by Wall St. Rank held Shoe Station Group as of Q1 2026.

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