Carson Wealth (CWM LLC)’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.9M | Buy |
42,127
+28,704
| +214% | +$13.3M | 0.05% | 364 |
|
|
2025
Q4 | $7.01M | Sell |
13,423
-193
| -1% | -$95.5K | 0.02% | 646 |
|
|
2025
Q3 | $6.63M | Sell |
13,616
-773
| -5% | -$414K | 0.02% | 610 |
|
|
2025
Q2 | $7.59M | Buy |
14,389
+2,440
| +20% | +$1.22M | 0.03% | 472 |
|
|
2025
Q1 | $6.07M | Sell |
11,949
-9,232
| -44% | -$4.72M | 0.02% | 468 |
|
|
2024
Q4 | $10.5M | Sell |
21,181
-8,092
| -28% | -$4.11M | 0.04% | 309 |
|
|
2024
Q3 | $15.1M | Sell |
29,273
-2,675
| -8% | -$1.32M | 0.07% | 244 |
|
|
2024
Q2 | $14.2M | Sell |
31,948
-838
| -3% | -$360K | 0.07% | 244 |
|
|
2024
Q1 | $13.9M | Sell |
32,786
-669
| -2% | -$290K | 0.07% | 242 |
|
|
2023
Q4 | $14.7M | Sell |
33,455
-107
| -0.3% | -$42.2K | 0.08% | 224 |
|
|
2023
Q3 | $12.3M | Sell |
33,562
-294
| -0.9% | -$116K | 0.08% | 214 |
|
|
2023
Q2 | $13.6M | Sell |
33,856
-658
| -2% | -$240K | 0.08% | 198 |
|
|
2023
Q1 | $11.9M | Buy |
34,514
+133
| +0.4% | +$46.8K | 0.08% | 202 |
|
|
2022
Q4 | $11.5M | Sell |
34,381
-5,213
| -13% | -$1.72M | 0.08% | 188 |
|
|
2022
Q3 | $12.1M | Sell |
39,594
-147
| -0.4% | -$52.6K | 0.1% | 171 |
|
|
2022
Q2 | $13.4M | Sell |
39,741
-3,337
| -8% | -$1.19M | 0.1% | 164 |
|
|
2022
Q1 | $17.7M | Buy |
43,078
+512
| +1% | +$209K | 0.13% | 151 |
|
|
2021
Q4 | $20.1M | Buy |
+42,566
| New | +$19.5M | 0.14% | 142 |
|
|
2021
Q2 | $15.9M | Hold |
38,814
| – | – | 0.13% | 159 |
|
|
2021
Q1 | $15.9M | Hold |
38,814
| – | – | 0.13% | 159 |
|
|
2020
Q4 | $15.9M | Hold |
38,814
| – | – | 0.13% | 159 |
|
|
2020
Q3 | $15.9M | Hold |
38,814
| – | – | 0.13% | 159 |
|
|
2020
Q2 | $15.9M | Hold |
38,814
| – | – | 0.13% | 159 |
|
|
2020
Q1 | $15.9M | Hold |
38,814
| – | – | 0.13% | 159 |
|
|
2019
Q4 | $15.9M | Hold |
38,814
| – | – | 0.13% | 159 |
|
|
2019
Q3 | $15.9M | Hold |
38,814
| – | – | 0.13% | 159 |
|
|
2019
Q2 | $15.9M | Hold |
38,814
| – | – | 0.13% | 159 |
|
|
2019
Q1 | $15.9M | Buy |
38,814
+36,915
| +1,944% | +$7.15M | 0.13% | 159 |
|
|
2018
Q4 | $323K | Buy |
1,899
+1,112
| +141% | +$199K | 0.01% | 511 |
|
|
2018
Q3 | $154K | Buy |
787
+27
| +4% | +$5.57K | ﹤0.01% | 558 |
|
|
2018
Q2 | $155K | Buy |
760
+232
| +44% | +$45.8K | 0.01% | 460 |
|
|
2018
Q1 | $101K | Hold |
528
| – | – | ﹤0.01% | 436 |
|
|
2017
Q4 | $89K | Sell |
528
-26
| -5% | -$4.25K | ﹤0.01% | 441 |
|
|
2017
Q3 | $87K | Buy |
554
+221
| +66% | +$33.6K | ﹤0.01% | 432 |
|
|
2017
Q2 | $49K | Hold |
333
| – | – | ﹤0.01% | 485 |
|
|
2017
Q1 | $44K | Sell |
333
-37
| -10% | -$4.6K | ﹤0.01% | 478 |
|
|
2016
Q4 | $40K | Buy |
370
+37
| +11% | +$4.42K | ﹤0.01% | 484 |
|
|
2016
Q3 | $42K | Buy |
+333
| New | +$40K | ﹤0.01% | 439 |
|
Other funds holding SPGI
VCM
VPM
Carson Wealth (CWM LLC)'s SPGI Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its S&P Global (SPGI) stake by 214% in Q1 2026, buying an estimated $13.3M and bringing the position to 42,127 shares worth $17.9M. The position accounts for 0.05% of the portfolio, ranked #364.
Carson Wealth (CWM LLC) first reported a position in SPGI in Q3 2016 and has held it in 38 quarters since. The position peaked at $20.1M in Q4 2021. 2,117 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.
- Carson Wealth (CWM LLC) held 42,127 shares of S&P Global worth $17.9M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 28,704 S&P Global shares in Q1 2026, an estimated $13.3M.
- S&P Global made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #364 holding.
- Carson Wealth (CWM LLC) first reported a position in S&P Global in Q3 2016 and has held it in 38 quarters since.
- Carson Wealth (CWM LLC)'s S&P Global position peaked at $20.1M in Q4 2021.
- 2,117 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.