Carson Wealth (CWM LLC)’s WESCO International WCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.09M | Sell |
14,949
-532
| -3% | -$149K | 0.01% | 893 |
|
|
2025
Q4 | $3.79M | Buy |
15,481
+2,058
| +15% | +$505K | 0.01% | 890 |
|
|
2025
Q3 | $2.84M | Buy |
13,423
+4,024
| +43% | +$845K | 0.01% | 946 |
|
|
2025
Q2 | $1.74M | Sell |
9,399
-5,923
| -39% | -$977K | 0.01% | 999 |
|
|
2025
Q1 | $2.38M | Buy |
15,322
+9,055
| +144% | +$1.62M | 0.01% | 774 |
|
|
2024
Q4 | $1.13M | Buy |
6,267
+234
| +4% | +$44.2K | ﹤0.01% | 1016 |
|
|
2024
Q3 | $1.01M | Buy |
6,033
+1,047
| +21% | +$170K | ﹤0.01% | 1022 |
|
|
2024
Q2 | $790K | Buy |
4,986
+3,699
| +287% | +$630K | ﹤0.01% | 1021 |
|
|
2024
Q1 | $220K | Buy |
1,287
+341
| +36% | +$56.3K | ﹤0.01% | 1470 |
|
|
2023
Q4 | $165K | Buy |
946
+16
| +2% | +$2.4K | ﹤0.01% | 1504 |
|
|
2023
Q3 | $134K | Sell |
930
-40
| -4% | -$6.46K | ﹤0.01% | 1480 |
|
|
2023
Q2 | $174K | Buy |
970
+592
| +157% | +$86.3K | ﹤0.01% | 1310 |
|
|
2023
Q1 | $58K | Sell |
378
-62
| -14% | -$9.29K | ﹤0.01% | 1783 |
|
|
2022
Q4 | $55K | Buy |
440
+78
| +22% | +$9.82K | ﹤0.01% | 1683 |
|
|
2022
Q3 | $43K | Buy |
362
+211
| +140% | +$26.4K | ﹤0.01% | 1739 |
|
|
2022
Q2 | $16K | Buy |
151
+4
| +3% | +$493 | ﹤0.01% | 2283 |
|
|
2022
Q1 | $19K | Buy |
147
+22
| +18% | +$2.76K | ﹤0.01% | 2119 |
|
|
2021
Q4 | $16K | Buy |
+125
| New | +$16K | ﹤0.01% | 2122 |
|
|
2021
Q2 | $13K | Hold |
130
| – | – | ﹤0.01% | 2004 |
|
|
2021
Q1 | $13K | Hold |
130
| – | – | ﹤0.01% | 2004 |
|
|
2020
Q4 | $13K | Hold |
130
| – | – | ﹤0.01% | 2004 |
|
|
2020
Q3 | $13K | Hold |
130
| – | – | ﹤0.01% | 2004 |
|
|
2020
Q2 | $13K | Hold |
130
| – | – | ﹤0.01% | 2003 |
|
|
2020
Q1 | $13K | Hold |
130
| – | – | ﹤0.01% | 2003 |
|
|
2019
Q4 | $13K | Hold |
130
| – | – | ﹤0.01% | 2003 |
|
|
2019
Q3 | $13K | Hold |
130
| – | – | ﹤0.01% | 2003 |
|
|
2019
Q2 | $13K | Hold |
130
| – | – | ﹤0.01% | 2003 |
|
|
2019
Q1 | $13K | Buy |
130
+109
| +519% | +$5.76K | ﹤0.01% | 2003 |
|
|
2018
Q4 | $1K | Buy |
21
+3
| +17% | +$156 | ﹤0.01% | 2010 |
|
|
2018
Q3 | $1K | Buy |
+18
| New | +$1.08K | ﹤0.01% | 1767 |
|
|
2017
Q1 | – | Sell |
-36
| Closed | -$2K | – | 1332 |
|
|
2016
Q4 | $2K | Buy |
+36
| New | +$2.29K | ﹤0.01% | 1007 |
|
Other funds holding WCC
VCM
VPM
BG
Carson Wealth (CWM LLC)'s WCC Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its WESCO International (WCC) stake by 3.4% in Q1 2026, selling an estimated $149K and leaving 14,949 shares worth $4.09M. The position accounts for 0.01% of the portfolio, ranked #893.
Carson Wealth (CWM LLC) first reported a position in WCC in Q4 2016 and has held it in 31 quarters since. 619 funds tracked by Wall St. Rank hold WCC as of Q1 2026.
- Carson Wealth (CWM LLC) held 14,949 shares of WESCO International worth $4.09M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 532 WESCO International shares in Q1 2026, an estimated $149K.
- WESCO International made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #893 holding.
- Carson Wealth (CWM LLC) first reported a position in WESCO International in Q4 2016 and has held it in 31 quarters since.
- 619 funds tracked by Wall St. Rank held WESCO International as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.