Carson Wealth (CWM LLC)’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $735K | Sell |
23,394
-1,440
| -6% | -$46.3K | ﹤0.01% | 1750 |
|
|
2025
Q4 | $795K | Sell |
24,834
-1,809
| -7% | -$55.9K | ﹤0.01% | 1638 |
|
|
2025
Q3 | $807K | Buy |
26,643
+2,359
| +10% | +$72.3K | ﹤0.01% | 1527 |
|
|
2025
Q2 | $711K | Sell |
24,284
-509
| -2% | -$14.4K | ﹤0.01% | 1427 |
|
|
2025
Q1 | $709K | Sell |
24,793
-1,954
| -7% | -$58K | ﹤0.01% | 1317 |
|
|
2024
Q4 | $862K | Sell |
26,747
-1,611
| -6% | -$56.6K | ﹤0.01% | 1160 |
|
|
2024
Q3 | $988K | Sell |
28,358
-1,271
| -4% | -$43.2K | ﹤0.01% | 1043 |
|
|
2024
Q2 | $847K | Sell |
29,629
-2,324
| -7% | -$64.4K | ﹤0.01% | 986 |
|
|
2024
Q1 | $928K | Sell |
31,953
-1,734
| -5% | -$50K | ﹤0.01% | 893 |
|
|
2023
Q4 | $1.11M | Sell |
33,687
-2,698
| -7% | -$74.6K | 0.01% | 762 |
|
|
2023
Q3 | $932K | Sell |
36,385
-1,339
| -4% | -$37.4K | 0.01% | 786 |
|
|
2023
Q2 | $1M | Sell |
37,724
-1,536
| -4% | -$42.5K | 0.01% | 715 |
|
|
2023
Q1 | $1.18M | Buy |
39,260
+391
| +1% | +$13.2K | 0.01% | 614 |
|
|
2022
Q4 | $1.3M | Buy |
38,869
+163
| +0.4% | +$5.7K | 0.01% | 540 |
|
|
2022
Q3 | $1.16M | Sell |
38,706
-1,098
| -3% | -$35.6K | 0.01% | 526 |
|
|
2022
Q2 | $1.2M | Sell |
39,804
-1,428
| -3% | -$44.8K | 0.01% | 522 |
|
|
2022
Q1 | $1.35M | Buy |
41,232
+41,013
| +18,727% | +$1.44M | 0.01% | 490 |
|
|
2021
Q4 | $7K | Buy |
+219
| New | +$7.55K | ﹤0.01% | 2582 |
|
|
2021
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 2866 |
|
|
2021
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 2865 |
|
|
2020
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 2865 |
|
|
2020
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 2862 |
|
|
2020
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 2862 |
|
|
2020
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 2860 |
|
|
2019
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 2860 |
|
|
2019
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 2860 |
|
|
2019
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 2860 |
|
|
2019
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 2858 |
|
|
2018
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 2009 |
|
|
2018
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 1766 |
|
|
2018
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 1615 |
|
|
2018
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 1341 |
|
|
2017
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 1406 |
|
|
2017
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 1426 |
|
|
2017
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 1150 |
|
|
2017
Q1 | $1K | Buy |
+37
| New | +$1.24K | ﹤0.01% | 1117 |
|
Other funds holding WAFD
SFM
Carson Wealth (CWM LLC)'s WAFD Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its WaFd (WAFD) stake by 5.8% in Q1 2026, selling an estimated $46.3K and leaving 23,394 shares worth $735K. The position accounts for ﹤0.01% of the portfolio, ranked #1750.
Carson Wealth (CWM LLC) first reported a position in WAFD in Q1 2017 and has held it in 36 quarters since. The position peaked at $1.35M in Q1 2022. 259 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.
- Carson Wealth (CWM LLC) held 23,394 shares of WaFd worth $735K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 1,440 WaFd shares in Q1 2026, an estimated $46.3K.
- WaFd made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1750 holding.
- Carson Wealth (CWM LLC) first reported a position in WaFd in Q1 2017 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s WaFd position peaked at $1.35M in Q1 2022.
- 259 funds tracked by Wall St. Rank held WaFd as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.