Carson Wealth (CWM LLC)’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.4M | Buy |
112,706
+28,420
| +34% | +$2.98M | 0.03% | 543 |
|
|
2025
Q4 | $9.43M | Buy |
84,286
+31,921
| +61% | +$3.23M | 0.03% | 547 |
|
|
2025
Q3 | $5.05M | Buy |
52,365
+8,371
| +19% | +$805K | 0.02% | 709 |
|
|
2025
Q2 | $3.5M | Buy |
43,994
+22,210
| +102% | +$1.64M | 0.01% | 713 |
|
|
2025
Q1 | $1.5M | Buy |
21,784
+1,294
| +6% | +$122K | 0.01% | 939 |
|
|
2024
Q4 | $1.99M | Buy |
20,490
+6,883
| +51% | +$582K | 0.01% | 782 |
|
|
2024
Q3 | $776K | Buy |
13,607
+6,027
| +80% | +$279K | ﹤0.01% | 1161 |
|
|
2024
Q2 | $369K | Sell |
7,580
-1,142
| -13% | -$57.5K | ﹤0.01% | 1307 |
|
|
2024
Q1 | $418K | Buy |
8,722
+1,190
| +16% | +$51K | ﹤0.01% | 1199 |
|
|
2023
Q4 | $311K | Buy |
7,532
+435
| +6% | +$17.1K | ﹤0.01% | 1235 |
|
|
2023
Q3 | $300K | Buy |
7,097
+227
| +3% | +$11.5K | ﹤0.01% | 1153 |
|
|
2023
Q2 | $377K | Buy |
6,870
+531
| +8% | +$25.1K | ﹤0.01% | 1036 |
|
|
2023
Q1 | $280K | Buy |
6,339
+159
| +3% | +$7.62K | ﹤0.01% | 1080 |
|
|
2022
Q4 | $233K | Sell |
6,180
-507
| -8% | -$20.6K | ﹤0.01% | 1043 |
|
|
2022
Q3 | $218K | Buy |
6,687
+561
| +9% | +$20.9K | ﹤0.01% | 1016 |
|
|
2022
Q2 | $217K | Sell |
6,126
-1,284
| -17% | -$56.4K | ﹤0.01% | 1017 |
|
|
2022
Q1 | $344K | Buy |
7,410
+1,680
| +29% | +$72.8K | ﹤0.01% | 835 |
|
|
2021
Q4 | $251K | Buy |
+5,730
| New | +$266K | ﹤0.01% | 933 |
|
|
2021
Q2 | $219K | Hold |
4,179
| – | – | ﹤0.01% | 875 |
|
|
2021
Q1 | $219K | Hold |
4,179
| – | – | ﹤0.01% | 875 |
|
|
2020
Q4 | $219K | Hold |
4,179
| – | – | ﹤0.01% | 875 |
|
|
2020
Q3 | $219K | Hold |
4,179
| – | – | ﹤0.01% | 875 |
|
|
2020
Q2 | $219K | Hold |
4,179
| – | – | ﹤0.01% | 875 |
|
|
2020
Q1 | $219K | Hold |
4,179
| – | – | ﹤0.01% | 875 |
|
|
2019
Q4 | $219K | Hold |
4,179
| – | – | ﹤0.01% | 875 |
|
|
2019
Q3 | $219K | Hold |
4,179
| – | – | ﹤0.01% | 875 |
|
|
2019
Q2 | $219K | Hold |
4,179
| – | – | ﹤0.01% | 875 |
|
|
2019
Q1 | $219K | Buy |
4,179
+4,163
| +26,019% | +$351K | ﹤0.01% | 875 |
|
|
2018
Q4 | $1K | Buy |
+16
| New | +$1.41K | ﹤0.01% | 2000 |
|
|
2018
Q2 | – | Sell |
-171
| Closed | -$12K | – | 1780 |
|
|
2018
Q1 | $12K | Buy |
+171
| New | +$11.8K | ﹤0.01% | 820 |
|
|
2017
Q1 | – | Sell |
-92
| Closed | -$7K | – | 1319 |
|
|
2016
Q4 | $7K | Buy |
+92
| New | +$5.86K | ﹤0.01% | 800 |
|
|
2014
Q1 | – | Sell |
-119
| Closed | -$5K | – | 465 |
|
|
2013
Q4 | $5K | Buy |
+119
| New | +$4.17K | ﹤0.01% | 525 |
|
Other funds holding UAL
VCM
VPM
Carson Wealth (CWM LLC)'s UAL Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its United Airlines (UAL) stake by 34% in Q1 2026, buying an estimated $2.98M and bringing the position to 112,706 shares worth $10.4M. The position accounts for 0.03% of the portfolio, ranked #543.
Carson Wealth (CWM LLC) first reported a position in UAL in Q4 2013 and has held it in 32 quarters since. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.
- Carson Wealth (CWM LLC) held 112,706 shares of United Airlines worth $10.4M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 28,420 United Airlines shares in Q1 2026, an estimated $2.98M.
- United Airlines made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #543 holding.
- Carson Wealth (CWM LLC) first reported a position in United Airlines in Q4 2013 and has held it in 32 quarters since.
- 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.