Carson Wealth (CWM LLC)’s Skywest SKYW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$553K Sell
6,025
-576
-9% -$56.8K ﹤0.01% 1935
2025
Q4
$663K Buy
6,601
+108
+2% +$10.8K ﹤0.01% 1748
2025
Q3
$653K Sell
6,493
-474
-7% -$52.9K ﹤0.01% 1646
2025
Q2
$717K Buy
6,967
+4,045
+138% +$384K ﹤0.01% 1423
2025
Q1
$255K Sell
2,922
-318
-10% -$32.5K ﹤0.01% 1771
2024
Q4
$324K Buy
3,240
+484
+18% +$49.4K ﹤0.01% 1551
2024
Q3
$234K Buy
2,756
+1,990
+260% +$156K ﹤0.01% 1678
2024
Q2
$63K Buy
766
+279
+57% +$20.8K ﹤0.01% 2306
2024
Q1
$34K Buy
487
+3
+0.6% +$178 ﹤0.01% 2561
2023
Q4
$25K Sell
484
-37
-7% -$1.66K ﹤0.01% 2635
2023
Q3
$22K Hold
521
﹤0.01% 2636
2023
Q2
$21K Buy
521
+11
+2% +$327 ﹤0.01% 2615
2023
Q1
$11K Buy
510
+37
+8% +$724 ﹤0.01% 2905
2022
Q4
$8K Sell
473
-1,534
-76% -$26.9K ﹤0.01% 2958
2022
Q3
$33K Buy
2,007
+1,768
+740% +$37.5K ﹤0.01% 1893
2022
Q2
$5K Sell
239
-717
-75% -$18.8K ﹤0.01% 3011
2022
Q1
$28K Buy
956
+596
+166% +$19.5K ﹤0.01% 1880
2021
Q4
$14K Buy
+360
New +$16.1K ﹤0.01% 2180
2021
Q2
$9K Hold
200
﹤0.01% 2159
2021
Q1
$9K Hold
200
﹤0.01% 2159
2020
Q4
$9K Hold
200
﹤0.01% 2159
2020
Q3
$9K Hold
200
﹤0.01% 2159
2020
Q2
$9K Hold
200
﹤0.01% 2159
2020
Q1
$9K Hold
200
﹤0.01% 2158
2019
Q4
$9K Hold
200
﹤0.01% 2158
2019
Q3
$9K Hold
200
﹤0.01% 2158
2019
Q2
$9K Hold
200
﹤0.01% 2157
2019
Q1
$9K Hold
200
﹤0.01% 2157
2018
Q4
$9K Hold
200
﹤0.01% 1381
2018
Q3
$12K Hold
200
﹤0.01% 1116
2018
Q2
$10K Hold
200
﹤0.01% 1007
2018
Q1
$11K Hold
200
﹤0.01% 838
2017
Q4
$11K Hold
200
﹤0.01% 866
2017
Q3
$9K Hold
200
﹤0.01% 920
2017
Q2
$7K Hold
200
﹤0.01% 842
2017
Q1
$7K Hold
200
﹤0.01% 827
2016
Q4
$7K Hold
200
﹤0.01% 799
2016
Q3
$5K Buy
+200
New +$5.55K ﹤0.01% 835

Other funds holding SKYW

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

Carson Wealth (CWM LLC) reduced its Skywest (SKYW) stake by 8.7% in Q1 2026, selling an estimated $56.8K and leaving 6,025 shares worth $553K. The position accounts for ﹤0.01% of the portfolio, ranked #1935.

Carson Wealth (CWM LLC) first reported a position in SKYW in Q3 2016 and has held it in 38 quarters since. The position peaked at $717K in Q2 2025. 354 funds tracked by Wall St. Rank hold SKYW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,025 shares of Skywest worth $553K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 576 Skywest shares in Q1 2026, an estimated $56.8K.
  • Skywest made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1935 holding.
  • Carson Wealth (CWM LLC) first reported a position in Skywest in Q3 2016 and has held it in 38 quarters since.
  • Carson Wealth (CWM LLC)'s Skywest position peaked at $717K in Q2 2025.
  • 354 funds tracked by Wall St. Rank held Skywest as of Q1 2026.

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