Carson Wealth (CWM LLC)’s Wabtec WAB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.42M Buy
33,676
+244
+0.7% +$59K 0.02% 612
2025
Q4
$7.14M Buy
33,432
+3,954
+13% +$812K 0.02% 640
2025
Q3
$5.91M Buy
29,478
+14,018
+91% +$2.77M 0.02% 645
2025
Q2
$3.24M Sell
15,460
-3,233
-17% -$622K 0.01% 750
2025
Q1
$3.39M Buy
18,693
+1,882
+11% +$361K 0.01% 638
2024
Q4
$3.19M Buy
16,811
+5,603
+50% +$1.08M 0.01% 599
2024
Q3
$2.04M Buy
11,208
+6,586
+142% +$1.08M 0.01% 698
2024
Q2
$731K Buy
4,622
+1,256
+37% +$201K ﹤0.01% 1049
2024
Q1
$490K Buy
3,366
+1,015
+43% +$137K ﹤0.01% 1152
2023
Q4
$298K Buy
2,351
+228
+11% +$25.7K ﹤0.01% 1250
2023
Q3
$226K Buy
2,123
+135
+7% +$15K ﹤0.01% 1264
2023
Q2
$218K Buy
1,988
+249
+14% +$24.7K ﹤0.01% 1220
2023
Q1
$176K Buy
1,739
+252
+17% +$25.7K ﹤0.01% 1248
2022
Q4
$148K Sell
1,487
-21
-1% -$2.01K ﹤0.01% 1212
2022
Q3
$123K Buy
1,508
+286
+23% +$25.3K ﹤0.01% 1255
2022
Q2
$100K Buy
1,222
+270
+28% +$24.1K ﹤0.01% 1311
2022
Q1
$92K Buy
952
+341
+56% +$31.6K ﹤0.01% 1356
2021
Q4
$56K Buy
+611
New +$56K ﹤0.01% 1531
2021
Q2
$32K Hold
383
﹤0.01% 1595
2021
Q1
$32K Hold
383
﹤0.01% 1595
2020
Q4
$32K Hold
383
﹤0.01% 1595
2020
Q3
$32K Hold
383
﹤0.01% 1595
2020
Q2
$32K Hold
383
﹤0.01% 1595
2020
Q1
$32K Hold
383
﹤0.01% 1594
2019
Q4
$32K Hold
383
﹤0.01% 1594
2019
Q3
$32K Hold
383
﹤0.01% 1594
2019
Q2
$32K Hold
383
﹤0.01% 1594
2019
Q1
$32K Sell
383
-508
-57% -$36.6K ﹤0.01% 1593
2018
Q4
$63K Sell
891
-79,546
-99% -$6.94M ﹤0.01% 829
2018
Q3
$8.44M Buy
80,437
+14,682
+22% +$1.58M 0.22% 116
2018
Q2
$6.48M Buy
+65,755
New +$6.11M 0.21% 108
2018
Q1
Sell
-40
Closed -$3K 1551
2017
Q4
$3K Hold
40
﹤0.01% 1231
2017
Q3
$3K Hold
40
﹤0.01% 1234
2017
Q2
$4K Hold
40
﹤0.01% 930
2017
Q1
$3K Hold
40
﹤0.01% 955
2016
Q4
$3K Hold
40
﹤0.01% 942
2016
Q3
$3K Buy
+40
New +$2.94K ﹤0.01% 891

Other funds holding WAB

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

Carson Wealth (CWM LLC) increased its Wabtec (WAB) stake by 0.73% in Q1 2026, buying an estimated $59K and bringing the position to 33,676 shares worth $8.42M. The position accounts for 0.02% of the portfolio, ranked #612.

Carson Wealth (CWM LLC) first reported a position in WAB in Q3 2016 and has held it in 37 quarters since. The position peaked at $8.44M in Q3 2018. 1,156 funds tracked by Wall St. Rank hold WAB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 33,676 shares of Wabtec worth $8.42M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 244 Wabtec shares in Q1 2026, an estimated $59K.
  • Wabtec made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #612 holding.
  • Carson Wealth (CWM LLC) first reported a position in Wabtec in Q3 2016 and has held it in 37 quarters since.
  • Carson Wealth (CWM LLC)'s Wabtec position peaked at $8.44M in Q3 2018.
  • 1,156 funds tracked by Wall St. Rank held Wabtec as of Q1 2026.

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