Carson Wealth (CWM LLC)’s Snap SNAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.96M | Buy |
643,481
+173,379
| +37% | +$1.02M | 0.01% | 1035 |
|
|
2025
Q4 | $3.79M | Buy |
470,102
+82,167
| +21% | +$650K | 0.01% | 888 |
|
|
2025
Q3 | $2.99M | Buy |
387,935
+130,172
| +51% | +$1.08M | 0.01% | 921 |
|
|
2025
Q2 | $2.24M | Buy |
257,763
+73,393
| +40% | +$609K | 0.01% | 908 |
|
|
2025
Q1 | $1.61M | Buy |
184,370
+37,652
| +26% | +$393K | 0.01% | 907 |
|
|
2024
Q4 | $1.58M | Buy |
146,718
+32,029
| +28% | +$361K | 0.01% | 880 |
|
|
2024
Q3 | $1.23M | Buy |
114,689
+16,968
| +17% | +$194K | 0.01% | 912 |
|
|
2024
Q2 | $1.62M | Buy |
97,721
+44,405
| +83% | +$637K | 0.01% | 704 |
|
|
2024
Q1 | $612K | Buy |
53,316
+29,157
| +121% | +$391K | ﹤0.01% | 1060 |
|
|
2023
Q4 | $409K | Buy |
24,159
+855
| +4% | +$10.5K | ﹤0.01% | 1133 |
|
|
2023
Q3 | $208K | Sell |
23,304
-24,558
| -51% | -$257K | ﹤0.01% | 1302 |
|
|
2023
Q2 | $567K | Buy |
47,862
+25,206
| +111% | +$253K | ﹤0.01% | 900 |
|
|
2023
Q1 | $254K | Buy |
22,656
+248
| +1% | +$2.61K | ﹤0.01% | 1109 |
|
|
2022
Q4 | $201K | Buy |
22,408
+1,475
| +7% | +$14.6K | ﹤0.01% | 1103 |
|
|
2022
Q3 | $206K | Sell |
20,933
-363
| -2% | -$4.22K | ﹤0.01% | 1032 |
|
|
2022
Q2 | $280K | Buy |
21,296
+507
| +2% | +$11.6K | ﹤0.01% | 912 |
|
|
2022
Q1 | $748K | Buy |
20,789
+6,422
| +45% | +$232K | 0.01% | 631 |
|
|
2021
Q4 | $676K | Buy |
+14,367
| New | +$809K | ﹤0.01% | 655 |
|
|
2021
Q2 | $991K | Hold |
14,549
| – | – | 0.01% | 565 |
|
|
2021
Q1 | $991K | Hold |
14,549
| – | – | 0.01% | 565 |
|
|
2020
Q4 | $991K | Hold |
14,549
| – | – | 0.01% | 565 |
|
|
2020
Q3 | $991K | Hold |
14,549
| – | – | 0.01% | 565 |
|
|
2020
Q2 | $991K | Hold |
14,549
| – | – | 0.01% | 565 |
|
|
2020
Q1 | $991K | Hold |
14,549
| – | – | 0.01% | 565 |
|
|
2019
Q4 | $991K | Hold |
14,549
| – | – | 0.01% | 565 |
|
|
2019
Q3 | $991K | Hold |
14,549
| – | – | 0.01% | 565 |
|
|
2019
Q2 | $991K | Hold |
14,549
| – | – | 0.01% | 565 |
|
|
2019
Q1 | $991K | Buy |
14,549
+12,935
| +801% | +$110K | 0.01% | 565 |
|
|
2018
Q4 | $9K | Sell |
1,614
-1,670
| -51% | -$10.9K | ﹤0.01% | 1382 |
|
|
2018
Q3 | $28K | Buy |
3,284
+350
| +12% | +$4.07K | ﹤0.01% | 878 |
|
|
2018
Q2 | $38K | Buy |
2,934
+2,394
| +443% | +$30.9K | ﹤0.01% | 695 |
|
|
2018
Q1 | $9K | Sell |
540
-600
| -53% | -$9.74K | ﹤0.01% | 875 |
|
|
2017
Q4 | $17K | Hold |
1,140
| – | – | ﹤0.01% | 737 |
|
|
2017
Q3 | $17K | Buy |
1,140
+600
| +111% | +$8.68K | ﹤0.01% | 756 |
|
|
2017
Q2 | $10K | Buy |
540
+500
| +1,250% | +$10.1K | ﹤0.01% | 780 |
|
|
2017
Q1 | $1K | Buy |
+40
| New | +$887 | ﹤0.01% | 1107 |
|
Other funds holding SNAP
VCM
VPM
ICM
Carson Wealth (CWM LLC)'s SNAP Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Snap (SNAP) stake by 37% in Q1 2026, buying an estimated $1.02M and bringing the position to 643,481 shares worth $2.96M. The position accounts for 0.01% of the portfolio, ranked #1035.
Carson Wealth (CWM LLC) first reported a position in SNAP in Q1 2017 and has held it in 36 quarters since. The position peaked at $3.79M in Q4 2025. 547 funds tracked by Wall St. Rank hold SNAP as of Q1 2026.
- Carson Wealth (CWM LLC) held 643,481 shares of Snap worth $2.96M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 173,379 Snap shares in Q1 2026, an estimated $1.02M.
- Snap made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1035 holding.
- Carson Wealth (CWM LLC) first reported a position in Snap in Q1 2017 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s Snap position peaked at $3.79M in Q4 2025.
- 547 funds tracked by Wall St. Rank held Snap as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.