Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Toronto Dominion Bank TD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TD Stock Details TD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$736K Buy
7,886
+1,711
+28% +$163K ﹤0.01% 1748
2025
Q4 		$582K Buy
6,175
+1,033
+20% +$87.2K ﹤0.01% 1826
2025
Q3 		$411K Sell
5,142
-2,268
-31% -$170K ﹤0.01% 1909
2025
Q2 		$544K Sell
7,410
-112
-1% -$7.31K ﹤0.01% 1552
2025
Q1 		$451K Buy
7,522
+244
+3% +$14.2K ﹤0.01% 1491
2024
Q4 		$387K Buy
7,278
+70
+1% +$3.93K ﹤0.01% 1484
2024
Q3 		$456K Buy
7,208
+170
+2% +$10K ﹤0.01% 1351
2024
Q2 		$387K Buy
7,038
+496
+8% +$28.1K ﹤0.01% 1289
2024
Q1 		$395K Buy
6,542
+14
+0.2% +$846 ﹤0.01% 1217
2023
Q4 		$422K Buy
6,528
+863
+15% +$51.7K ﹤0.01% 1125
2023
Q3 		$341K Sell
5,665
-325
-5% -$20.3K ﹤0.01% 1112
2023
Q2 		$371K Buy
5,990
+3,470
+138% +$209K ﹤0.01% 1044
2023
Q1 		$151K Sell
2,520
-1,111
-31% -$71.8K ﹤0.01% 1317
2022
Q4 		$235K Buy
3,631
+148
+4% +$9.56K ﹤0.01% 1039
2022
Q3 		$214K Buy
3,483
+131
+4% +$8.48K ﹤0.01% 1021
2022
Q2 		$220K Buy
3,352
+482
+17% +$35K ﹤0.01% 1013
2022
Q1 		$228K Buy
2,870
+263
+10% +$21.2K ﹤0.01% 991
2021
Q4 		$200K Buy
+2,607
New +$190K ﹤0.01% 1022
2021
Q2 		$9.27M Hold
132,328
– – 0.07% 205
2021
Q1 		$9.27M Hold
132,328
– – 0.07% 205
2020
Q4 		$9.27M Hold
132,328
– – 0.07% 205
2020
Q3 		$9.27M Hold
132,328
– – 0.07% 205
2020
Q2 		$9.27M Hold
132,328
– – 0.07% 205
2020
Q1 		$9.27M Hold
132,328
– – 0.07% 205
2019
Q4 		$9.27M Hold
132,328
– – 0.07% 205
2019
Q3 		$9.27M Hold
132,328
– – 0.07% 205
2019
Q2 		$9.27M Hold
132,328
– – 0.07% 205
2019
Q1 		$9.27M Buy
132,328
+108,258
+450% +$5.98M 0.07% 205
2018
Q4 		$1.2M Buy
24,070
+18,630
+342% +$1.02M 0.03% 350
2018
Q3 		$331K Buy
5,440
+4,115
+311% +$245K 0.01% 429
2018
Q2 		$77K Buy
1,325
+231
+21% +$13.2K ﹤0.01% 563
2018
Q1 		$62K Hold
1,094
– – ﹤0.01% 518
2017
Q4 		$64K Hold
1,094
– – ﹤0.01% 494
2017
Q3 		$62K Hold
1,094
– – ﹤0.01% 481
2017
Q2 		$55K Hold
1,094
– – ﹤0.01% 466
2017
Q1 		$55K Hold
1,094
– – ﹤0.01% 442
2016
Q4 		$54K Hold
1,094
– – ﹤0.01% 440
2016
Q3 		$49K Hold
1,094
– – ﹤0.01% 425
2016
Q2 		$47K Sell
1,094
-74
-6% -$3.22K ﹤0.01% 379
2016
Q1 		$50K Sell
1,168
-21
-2% -$810 ﹤0.01% 340
2015
Q4 		$47K Sell
1,189
-46
-4% -$1.86K ﹤0.01% 321
2015
Q3 		$49K Buy
+1,235
New +$49.2K ﹤0.01% 289

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Toronto Dominion Bank (TD) stake by 28% in Q1 2026, buying an estimated $163K and bringing the position to 7,886 shares worth $736K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Carson Wealth (CWM LLC) first reported a position in TD in Q3 2015 and has held it in 42 quarters since. The position peaked at $9.27M in Q2 2021. 841 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,886 shares of Toronto Dominion Bank worth $736K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,711 Toronto Dominion Bank shares in Q1 2026, an estimated $163K.
  • Toronto Dominion Bank made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1748 holding.
  • Carson Wealth (CWM LLC) first reported a position in Toronto Dominion Bank in Q3 2015 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s Toronto Dominion Bank position peaked at $9.27M in Q2 2021.
  • 841 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

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