Carson Wealth (CWM LLC)
WD icon

Carson Wealth (CWM LLC)’s Walker & Dunlop WD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WD Stock Details WD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$459K Buy
10,348
+6,850
+196% +$386K ﹤0.01% 2080
2025
Q4 		$210K Buy
3,498
+2,160
+161% +$153K ﹤0.01% 2537
2025
Q3 		$112K Buy
1,338
+968
+262% +$78K ﹤0.01% 2901
2025
Q2 		$26K Sell
370
-41
-10% -$2.96K ﹤0.01% 3760
2025
Q1 		$35K Sell
411
-562
-58% -$50.3K ﹤0.01% 3272
2024
Q4 		$95K Buy
973
+16
+2% +$1.73K ﹤0.01% 2315
2024
Q3 		$109K Buy
957
+29
+3% +$3.04K ﹤0.01% 2153
2024
Q2 		$91K Buy
928
+35
+4% +$3.33K ﹤0.01% 2030
2024
Q1 		$90K Buy
893
+10
+1% +$960 ﹤0.01% 1945
2023
Q4 		$98K Sell
883
-65
-7% -$5.34K ﹤0.01% 1789
2023
Q3 		$70K Buy
948
+619
+188% +$52.3K ﹤0.01% 1872
2023
Q2 		$26K Buy
329
+223
+210% +$16.1K ﹤0.01% 2465
2023
Q1 		$8K Sell
106
-44
-29% -$3.82K ﹤0.01% 3108
2022
Q4 		$12K Buy
150
+5
+3% +$420 ﹤0.01% 2726
2022
Q3 		$12K Buy
145
+90
+164% +$9.19K ﹤0.01% 2598
2022
Q2 		$5K Buy
55
+5
+10% +$552 ﹤0.01% 3021
2022
Q1 		$6K Buy
50
+7
+16% +$961 ﹤0.01% 2788
2021
Q4 		$6K Buy
+43
New +$5.99K ﹤0.01% 2675

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Walker & Dunlop (WD) stake by 196% in Q1 2026, buying an estimated $386K and bringing the position to 10,348 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

Carson Wealth (CWM LLC) first reported a position in WD in Q4 2021 and has held it in 18 quarters since. 255 funds tracked by Wall St. Rank hold WD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,348 shares of Walker & Dunlop worth $459K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,850 Walker & Dunlop shares in Q1 2026, an estimated $386K.
  • Walker & Dunlop made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2080 holding.
  • Carson Wealth (CWM LLC) first reported a position in Walker & Dunlop in Q4 2021 and has held it in 18 quarters since.
  • 255 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

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