Carson Wealth (CWM LLC)
SITE icon

Carson Wealth (CWM LLC)’s SiteOne Landscape Supply SITE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SITE Stock Details SITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.39M Buy
63,064
+42,026
+200% +$5.94M 0.02% 614
2025
Q4 		$2.62M Buy
21,038
+13,971
+198% +$1.77M 0.01% 1041
2025
Q3 		$910K Sell
7,067
-528
-7% -$71.6K ﹤0.01% 1467
2025
Q2 		$919K Buy
7,595
+6,580
+648% +$778K ﹤0.01% 1279
2025
Q1 		$123K Sell
1,015
-646
-39% -$85.7K ﹤0.01% 2254
2024
Q4 		$219K Buy
1,661
+364
+28% +$52.5K ﹤0.01% 1771
2024
Q3 		$196K Sell
1,297
-277
-18% -$38K ﹤0.01% 1764
2024
Q2 		$191K Sell
1,574
-8
-0.5% -$1.21K ﹤0.01% 1612
2024
Q1 		$276K Buy
1,582
+2
+0.1% +$330 ﹤0.01% 1372
2023
Q4 		$257K Buy
1,580
+56
+4% +$8.16K ﹤0.01% 1306
2023
Q3 		$249K Sell
1,524
-53
-3% -$8.66K ﹤0.01% 1224
2023
Q2 		$264K Buy
1,577
+4
+0.3% +$590 ﹤0.01% 1159
2023
Q1 		$215K Buy
1,573
+2
+0.1% +$282 ﹤0.01% 1173
2022
Q4 		$184K Sell
1,571
-24,060
-94% -$2.8M ﹤0.01% 1130
2022
Q3 		$2.67M Sell
25,631
-405
-2% -$50.7K 0.02% 380
2022
Q2 		$3.1M Sell
26,036
-3,602
-12% -$483K 0.02% 351
2022
Q1 		$4.79M Sell
29,638
-19,599
-40% -$3.56M 0.03% 302
2021
Q4 		$11.9M Buy
+49,237
New +$11.4M 0.08% 197
2021
Q2 		$8.64M Hold
51,047
– – 0.07% 212
2021
Q1 		$8.64M Hold
51,047
– – 0.07% 212
2020
Q4 		$8.64M Hold
51,047
– – 0.07% 212
2020
Q3 		$8.64M Hold
51,047
– – 0.07% 212
2020
Q2 		$8.64M Hold
51,047
– – 0.07% 212
2020
Q1 		$8.64M Hold
51,047
– – 0.07% 212
2019
Q4 		$8.64M Hold
51,047
– – 0.07% 212
2019
Q3 		$8.64M Hold
51,047
– – 0.07% 212
2019
Q2 		$8.64M Hold
51,047
– – 0.07% 212
2019
Q1 		$8.64M Buy
+51,047
New +$2.79M 0.07% 212

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AQR Capital Management
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WA
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Vanguard Capital Management
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Vanguard Portfolio Management
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T. Rowe Price Investment Management
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CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its SiteOne Landscape Supply (SITE) stake by 200% in Q1 2026, buying an estimated $5.94M and bringing the position to 63,064 shares worth $8.39M. The position accounts for 0.02% of the portfolio, ranked #614.

Carson Wealth (CWM LLC) first reported a position in SITE in Q1 2019 and has held it in 28 quarters since. The position peaked at $11.9M in Q4 2021. 426 funds tracked by Wall St. Rank hold SITE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 63,064 shares of SiteOne Landscape Supply worth $8.39M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 42,026 SiteOne Landscape Supply shares in Q1 2026, an estimated $5.94M.
  • SiteOne Landscape Supply made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #614 holding.
  • Carson Wealth (CWM LLC) first reported a position in SiteOne Landscape Supply in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s SiteOne Landscape Supply position peaked at $11.9M in Q4 2021.
  • 426 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q1 2026.

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