Carson Wealth (CWM LLC)
STAG icon

Carson Wealth (CWM LLC)’s STAG Industrial STAG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$663K Buy
18,397
+1,001
+6% +$38K ﹤0.01% 1817
2025
Q4 		$639K Buy
17,396
+2,363
+16% +$89.7K ﹤0.01% 1773
2025
Q3 		$531K Buy
15,033
+1,740
+13% +$62K ﹤0.01% 1761
2025
Q2 		$482K Sell
13,293
-116
-0.9% -$4.01K ﹤0.01% 1612
2025
Q1 		$484K Buy
13,409
+1,866
+16% +$65.1K ﹤0.01% 1456
2024
Q4 		$390K Buy
11,543
+9,684
+521% +$354K ﹤0.01% 1481
2024
Q3 		$73K Sell
1,859
-355
-16% -$13.9K ﹤0.01% 2404
2024
Q2 		$80K Sell
2,214
-151
-6% -$5.37K ﹤0.01% 2135
2024
Q1 		$91K Sell
2,365
-73
-3% -$2.77K ﹤0.01% 1933
2023
Q4 		$96K Buy
2,438
+365
+18% +$13K ﹤0.01% 1795
2023
Q3 		$72K Sell
2,073
-2,241
-52% -$81.3K ﹤0.01% 1852
2023
Q2 		$155K Buy
4,314
+2,444
+131% +$84.5K ﹤0.01% 1355
2023
Q1 		$63K Buy
1,870
+1,119
+149% +$38.2K ﹤0.01% 1744
2022
Q4 		$24K Buy
751
+568
+310% +$17.8K ﹤0.01% 2249
2022
Q3 		$5K Buy
183
+90
+97% +$2.84K ﹤0.01% 3102
2022
Q2 		$3K Sell
93
-108
-54% -$3.83K ﹤0.01% 3242
2022
Q1 		$8K Buy
201
+114
+131% +$4.71K ﹤0.01% 2639
2021
Q4 		$4K Buy
+87
New +$3.79K ﹤0.01% 2888

Other funds holding STAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its STAG Industrial (STAG) stake by 5.8% in Q1 2026, buying an estimated $38K and bringing the position to 18,397 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #1817.

Carson Wealth (CWM LLC) first reported a position in STAG in Q4 2021 and has held it in 18 quarters since. 533 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18,397 shares of STAG Industrial worth $663K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,001 STAG Industrial shares in Q1 2026, an estimated $38K.
  • STAG Industrial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1817 holding.
  • Carson Wealth (CWM LLC) first reported a position in STAG Industrial in Q4 2021 and has held it in 18 quarters since.
  • 533 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

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