Carson Wealth (CWM LLC)’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.04M | Buy |
5,605
+88
| +2% | +$32.6K | 0.01% | 1186 |
|
|
2025
Q4 | $1.9M | Buy |
5,517
+31
| +0.6% | +$10.6K | 0.01% | 1170 |
|
|
2025
Q3 | $1.9M | Buy |
5,486
+291
| +6% | +$95.3K | 0.01% | 1107 |
|
|
2025
Q2 | $1.62M | Sell |
5,195
-334
| -6% | -$106K | 0.01% | 1025 |
|
|
2025
Q1 | $1.86M | Buy |
5,529
+351
| +7% | +$119K | 0.01% | 851 |
|
|
2024
Q4 | $1.76M | Sell |
5,178
-154
| -3% | -$52K | 0.01% | 833 |
|
|
2024
Q3 | $1.54M | Sell |
5,332
-67
| -1% | -$18.5K | 0.01% | 819 |
|
|
2024
Q2 | $1.41M | Buy |
5,399
+4
| +0.1% | +$1.1K | 0.01% | 746 |
|
|
2024
Q1 | $1.6M | Sell |
5,395
-308
| -5% | -$87.4K | 0.01% | 686 |
|
|
2023
Q4 | $1.65M | Buy |
5,703
+982
| +21% | +$265K | 0.01% | 622 |
|
|
2023
Q3 | $1.2M | Sell |
4,721
-36
| -0.8% | -$9.73K | 0.01% | 672 |
|
|
2023
Q2 | $1.37M | Buy |
4,757
+22
| +0.5% | +$5.7K | 0.01% | 610 |
|
|
2023
Q1 | $1.17M | Sell |
4,735
-45
| -0.9% | -$11K | 0.01% | 621 |
|
|
2022
Q4 | $1.09M | Buy |
4,780
+241
| +5% | +$54.5K | 0.01% | 590 |
|
|
2022
Q3 | $914K | Buy |
4,539
+84
| +2% | +$18.1K | 0.01% | 584 |
|
|
2022
Q2 | $878K | Buy |
4,455
+149
| +3% | +$31.7K | 0.01% | 592 |
|
|
2022
Q1 | $885K | Sell |
4,306
-4
| -0.1% | -$844 | 0.01% | 589 |
|
|
2021
Q4 | $928K | Buy |
+4,310
| New | +$921K | 0.01% | 589 |
|
|
2021
Q2 | $938K | Hold |
4,196
| – | – | 0.01% | 571 |
|
|
2021
Q1 | $938K | Hold |
4,196
| – | – | 0.01% | 571 |
|
|
2020
Q4 | $938K | Hold |
4,196
| – | – | 0.01% | 571 |
|
|
2020
Q3 | $938K | Hold |
4,196
| – | – | 0.01% | 571 |
|
|
2020
Q2 | $938K | Hold |
4,196
| – | – | 0.01% | 571 |
|
|
2020
Q1 | $938K | Hold |
4,196
| – | – | 0.01% | 571 |
|
|
2019
Q4 | $938K | Hold |
4,196
| – | – | 0.01% | 571 |
|
|
2019
Q3 | $938K | Hold |
4,196
| – | – | 0.01% | 571 |
|
|
2019
Q2 | $938K | Hold |
4,196
| – | – | 0.01% | 571 |
|
|
2019
Q1 | $938K | Sell |
4,196
-247
| -6% | -$39.2K | 0.01% | 571 |
|
|
2018
Q4 | $646K | Buy |
4,443
+71
| +2% | +$11.2K | 0.02% | 417 |
|
|
2018
Q3 | $803K | Sell |
4,372
-11
| -0.3% | -$1.92K | 0.02% | 339 |
|
|
2018
Q2 | $704K | Buy |
4,383
+14
| +0.3% | +$2.12K | 0.02% | 304 |
|
|
2018
Q1 | $645K | Sell |
4,369
-269
| -6% | -$44.2K | 0.03% | 264 |
|
|
2017
Q4 | $808K | Hold |
4,638
| – | – | 0.04% | 242 |
|
|
2017
Q3 | $691K | Buy |
4,638
+36
| +0.8% | +$5.41K | 0.03% | 227 |
|
|
2017
Q2 | $727K | Sell |
4,602
-21
| -0.5% | -$3.44K | 0.04% | 219 |
|
|
2017
Q1 | $780K | Buy |
4,623
+4,423
| +2,212% | +$761K | 0.04% | 200 |
|
|
2016
Q4 | $34K | Hold |
200
| – | – | ﹤0.01% | 498 |
|
|
2016
Q3 | $30K | Hold |
200
| – | – | ﹤0.01% | 499 |
|
|
2016
Q2 | $32K | Hold |
200
| – | – | ﹤0.01% | 419 |
|
|
2016
Q1 | $31K | Buy |
+200
| New | +$30.6K | ﹤0.01% | 398 |
|
Other funds holding SNA
VCM
VPM
Carson Wealth (CWM LLC)'s SNA Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Snap-on (SNA) stake by 1.6% in Q1 2026, buying an estimated $32.6K and bringing the position to 5,605 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #1186.
Carson Wealth (CWM LLC) first reported a position in SNA in Q1 2016 and has held it in 40 quarters since. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.
- Carson Wealth (CWM LLC) held 5,605 shares of Snap-on worth $2.04M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 88 Snap-on shares in Q1 2026, an estimated $32.6K.
- Snap-on made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1186 holding.
- Carson Wealth (CWM LLC) first reported a position in Snap-on in Q1 2016 and has held it in 40 quarters since.
- 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.