Carson Wealth (CWM LLC)’s Stellantis STLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $171K | Buy |
24,109
+5,449
| +29% | +$45.6K | ﹤0.01% | 2857 |
|
|
2025
Q4 | $203K | Buy |
18,660
+136
| +0.7% | +$1.46K | ﹤0.01% | 2569 |
|
|
2025
Q3 | $173K | Buy |
18,524
+4,064
| +28% | +$38.9K | ﹤0.01% | 2554 |
|
|
2025
Q2 | $145K | Sell |
14,460
-4,418
| -23% | -$43.5K | ﹤0.01% | 2425 |
|
|
2025
Q1 | $212K | Sell |
18,878
-2,832
| -13% | -$36.4K | ﹤0.01% | 1888 |
|
|
2024
Q4 | $283K | Buy |
21,710
+9,725
| +81% | +$129K | ﹤0.01% | 1627 |
|
|
2024
Q3 | $168K | Sell |
11,985
-439
| -4% | -$7.46K | ﹤0.01% | 1855 |
|
|
2024
Q2 | $247K | Buy |
12,424
+874
| +8% | +$20.2K | ﹤0.01% | 1478 |
|
|
2024
Q1 | $327K | Buy |
11,550
+5,111
| +79% | +$127K | ﹤0.01% | 1298 |
|
|
2023
Q4 | $150K | Buy |
6,439
+669
| +12% | +$13.8K | ﹤0.01% | 1552 |
|
|
2023
Q3 | $110K | Sell |
5,770
-1,160
| -17% | -$21.7K | ﹤0.01% | 1579 |
|
|
2023
Q2 | $122K | Buy |
6,930
+2,208
| +47% | +$37K | ﹤0.01% | 1472 |
|
|
2023
Q1 | $86K | Buy |
4,722
+2,593
| +122% | +$43.3K | ﹤0.01% | 1573 |
|
|
2022
Q4 | $30K | Sell |
2,129
-1,218
| -36% | -$16.9K | ﹤0.01% | 2090 |
|
|
2022
Q3 | $40K | Buy |
3,347
+1,420
| +74% | +$19.1K | ﹤0.01% | 1775 |
|
|
2022
Q2 | $24K | Sell |
1,927
-932
| -33% | -$13.2K | ﹤0.01% | 2012 |
|
|
2022
Q1 | $47K | Buy |
2,859
+1,615
| +130% | +$29.5K | ﹤0.01% | 1640 |
|
|
2021
Q4 | $23K | Buy |
+1,244
| New | +$24K | ﹤0.01% | 1927 |
|
|
2021
Q2 | $18K | Hold |
920
| – | – | ﹤0.01% | 1845 |
|
|
2021
Q1 | $18K | Hold |
920
| – | – | ﹤0.01% | 1844 |
|
|
2020
Q4 | $18K | Hold |
920
| – | – | ﹤0.01% | 1843 |
|
|
2020
Q3 | $18K | Hold |
920
| – | – | ﹤0.01% | 1843 |
|
|
2020
Q2 | $18K | Hold |
920
| – | – | ﹤0.01% | 1842 |
|
|
2020
Q1 | $18K | Hold |
920
| – | – | ﹤0.01% | 1841 |
|
|
2019
Q4 | $18K | Hold |
920
| – | – | ﹤0.01% | 1841 |
|
|
2019
Q3 | $18K | Hold |
920
| – | – | ﹤0.01% | 1841 |
|
|
2019
Q2 | $18K | Hold |
920
| – | – | ﹤0.01% | 1841 |
|
|
2019
Q1 | $18K | Buy |
920
+446
| +94% | +$6.86K | ﹤0.01% | 1841 |
|
|
2018
Q4 | $7K | Buy |
474
+74
| +19% | +$1.19K | ﹤0.01% | 1458 |
|
|
2018
Q3 | $7K | Buy |
400
+100
| +33% | +$1.77K | ﹤0.01% | 1263 |
|
|
2018
Q2 | $6K | Hold |
300
| – | – | ﹤0.01% | 1160 |
|
|
2018
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 982 |
|
|
2017
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 1104 |
|
|
2017
Q3 | $5K | Sell |
300
-1
| -0.3% | -$14 | ﹤0.01% | 1099 |
|
|
2017
Q2 | $3K | Hold |
301
| – | – | ﹤0.01% | 973 |
|
|
2017
Q1 | $3K | Hold |
301
| – | – | ﹤0.01% | 951 |
|
|
2016
Q4 | $3K | Hold |
301
| – | – | ﹤0.01% | 938 |
|
|
2016
Q3 | $2K | Buy |
+301
| New | +$1.98K | ﹤0.01% | 927 |
|
Other funds holding STLA
B
BOI
Carson Wealth (CWM LLC)'s STLA Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Stellantis (STLA) stake by 29% in Q1 2026, buying an estimated $45.6K and bringing the position to 24,109 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #2857.
Carson Wealth (CWM LLC) first reported a position in STLA in Q3 2016 and has held it in 38 quarters since. The position peaked at $327K in Q1 2024. 403 funds tracked by Wall St. Rank hold STLA as of Q1 2026.
- Carson Wealth (CWM LLC) held 24,109 shares of Stellantis worth $171K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 5,449 Stellantis shares in Q1 2026, an estimated $45.6K.
- Stellantis made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2857 holding.
- Carson Wealth (CWM LLC) first reported a position in Stellantis in Q3 2016 and has held it in 38 quarters since.
- Carson Wealth (CWM LLC)'s Stellantis position peaked at $327K in Q1 2024.
- 403 funds tracked by Wall St. Rank held Stellantis as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.