Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Telephone and Data Systems TDS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TDS Stock Details TDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$179K Sell
4,262
-24
-0.6% -$1.05K ﹤0.01% 2821
2025
Q4 		$176K Sell
4,286
-10
-0.2% -$390 ﹤0.01% 2672
2025
Q3 		$169K Sell
4,296
-787
-15% -$30.3K ﹤0.01% 2571
2025
Q2 		$181K Sell
5,083
-61
-1% -$2.14K ﹤0.01% 2263
2025
Q1 		$199K Sell
5,144
-67
-1% -$2.41K ﹤0.01% 1924
2024
Q4 		$178K Buy
5,211
+216
+4% +$6.57K ﹤0.01% 1901
2024
Q3 		$116K Buy
4,995
+1,056
+27% +$23K ﹤0.01% 2114
2024
Q2 		$82K Buy
3,939
+1,430
+57% +$25.9K ﹤0.01% 2112
2024
Q1 		$40K Buy
2,509
+187
+8% +$3.19K ﹤0.01% 2453
2023
Q4 		$43K Sell
2,322
-160
-6% -$2.95K ﹤0.01% 2279
2023
Q3 		$45K Buy
2,482
+288
+13% +$4.16K ﹤0.01% 2129
2023
Q2 		$18K Buy
2,194
+1,581
+258% +$13.4K ﹤0.01% 2724
2023
Q1 		$6K Buy
613
+119
+24% +$1.39K ﹤0.01% 3241
2022
Q4 		$5K Buy
494
+168
+52% +$2.08K ﹤0.01% 3225
2022
Q3 		$5K Sell
326
-32
-9% -$509 ﹤0.01% 3105
2022
Q2 		$6K Sell
358
-61
-15% -$1.09K ﹤0.01% 2925
2022
Q1 		$8K Buy
419
+19
+5% +$368 ﹤0.01% 2642
2021
Q4 		$8K Buy
+400
New +$7.8K ﹤0.01% 2501
2018
Q4 		– Sell
-45
Closed -$1K – 2235
2018
Q3 		$1K Buy
+45
New +$1.28K ﹤0.01% 1751
2017
Q4 		– Sell
-16
Closed – – 1578
2017
Q3 		$0 Hold
16
– – ﹤0.01% 1560
2017
Q2 		$0 Buy
+16
New +$440 ﹤0.01% 1311
2016
Q3 		– Sell
-43
Closed -$1K – 1063
2016
Q2 		$1K Hold
43
– – ﹤0.01% 762
2016
Q1 		$1K Hold
43
– – ﹤0.01% 719
2015
Q4 		$1K Hold
43
– – ﹤0.01% 658
2015
Q3 		$1K Buy
+43
New +$1.21K ﹤0.01% 616
2014
Q1 		– Sell
-43
Closed -$1K – 448
2013
Q4 		$1K Hold
43
– – ﹤0.01% 611
2013
Q3 		$1K Buy
+43
New +$1.18K ﹤0.01% 436

Other funds holding TDS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CCM
Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Telephone and Data Systems (TDS) stake by 0.56% in Q1 2026, selling an estimated $1.05K and leaving 4,262 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #2821.

Carson Wealth (CWM LLC) first reported a position in TDS in Q3 2013 and has held it in 27 quarters since. The position peaked at $199K in Q1 2025. 356 funds tracked by Wall St. Rank hold TDS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,262 shares of Telephone and Data Systems worth $179K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 24 Telephone and Data Systems shares in Q1 2026, an estimated $1.05K.
  • Telephone and Data Systems made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2821 holding.
  • Carson Wealth (CWM LLC) first reported a position in Telephone and Data Systems in Q3 2013 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s Telephone and Data Systems position peaked at $199K in Q1 2025.
  • 356 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2026.

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