Carson Wealth (CWM LLC)
TEF

Carson Wealth (CWM LLC)’s Telefonica TEF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TEF Stock Details TEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,867
Closed -$20K – 5790
2025
Q4 		$20K Sell
4,867
-79
-2% -$356 ﹤0.01% 4181
2025
Q3 		$25K Buy
4,946
+1,592
+47% +$8.46K ﹤0.01% 3995
2025
Q2 		$18K Buy
3,354
+78
+2% +$392 ﹤0.01% 3985
2025
Q1 		$15K Sell
3,276
-1,290
-28% -$5.53K ﹤0.01% 3891
2024
Q4 		$18K Buy
4,566
+1,534
+51% +$6.91K ﹤0.01% 3527
2024
Q3 		$15K Buy
3,032
+550
+22% +$2.5K ﹤0.01% 3560
2024
Q2 		$10K Buy
2,482
+470
+23% +$2.08K ﹤0.01% 3567
2024
Q1 		$9K Sell
2,012
-34
-2% -$140 ﹤0.01% 3421
2023
Q4 		$8K Sell
2,046
-408
-17% -$1.64K ﹤0.01% 3312
2023
Q3 		$10K Buy
2,454
+812
+49% +$3.29K ﹤0.01% 3147
2023
Q2 		$7K Hold
1,642
– – ﹤0.01% 3306
2023
Q1 		$7K Buy
1,642
+1,631
+14,827% +$6.46K ﹤0.01% 3164
2022
Q4 		$0 Sell
11
-1,089
-99% -$3.81K ﹤0.01% 4251
2022
Q3 		$4K Sell
1,100
-959
-47% -$4.07K ﹤0.01% 3223
2022
Q2 		$11K Sell
2,059
-35
-2% -$171 ﹤0.01% 2536
2022
Q1 		$10K Sell
2,094
-503
-19% -$2.24K ﹤0.01% 2498
2021
Q4 		$11K Buy
+2,597
New +$10.8K ﹤0.01% 2319
2018
Q3 		– Sell
-199
Closed -$1K – 1987
2018
Q2 		$1K Buy
+199
New +$1.52K ﹤0.01% 1601
2018
Q1 		– Sell
-1
Closed – – 1533
2017
Q4 		$0 Buy
+1
New +$8 ﹤0.01% 1579

Other funds holding TEF

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AAM
Auxier Asset Management Aurora, Oregon $696M AUM 18.07% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ZAM
Zevin Asset Management Boston, Massachusetts $723M AUM 15.62% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Telefonica (TEF) in Q1 2026, closing a stake of 4,867 shares — an estimated $20K sold.

Carson Wealth (CWM LLC) first reported a position in TEF in Q4 2017 and held it in 19 quarters. The position peaked at $25K in Q3 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 4,867 Telefonica shares in Q1 2026, an estimated $20K.
  • Carson Wealth (CWM LLC) first reported a position in Telefonica in Q4 2017 and held it in 19 quarters.
  • Carson Wealth (CWM LLC)'s Telefonica position peaked at $25K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

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