Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Westlake Corp WLK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WLK Stock Details WLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$263K Buy
2,249
+1,903
+550% +$185K ﹤0.01% 2490
2025
Q4 		$26K Sell
346
-337
-49% -$24K ﹤0.01% 4024
2025
Q3 		$53K Buy
683
+116
+20% +$9.67K ﹤0.01% 3492
2025
Q2 		$43K Buy
567
+200
+54% +$16.4K ﹤0.01% 3404
2025
Q1 		$37K Sell
367
-94
-20% -$10.4K ﹤0.01% 3233
2024
Q4 		$53K Buy
461
+114
+33% +$14.8K ﹤0.01% 2761
2024
Q3 		$52K Sell
347
-3
-0.9% -$432 ﹤0.01% 2667
2024
Q2 		$51K Buy
350
+13
+4% +$2K ﹤0.01% 2470
2024
Q1 		$52K Buy
337
+51
+18% +$7.18K ﹤0.01% 2280
2023
Q4 		$40K Buy
286
+23
+9% +$2.92K ﹤0.01% 2321
2023
Q3 		$33K Sell
263
-16
-6% -$2.05K ﹤0.01% 2356
2023
Q2 		$33K Buy
279
+148
+113% +$16.9K ﹤0.01% 2300
2023
Q1 		$15K Buy
131
+2
+2% +$231 ﹤0.01% 2719
2022
Q4 		$13K Buy
129
+34
+36% +$3.42K ﹤0.01% 2672
2022
Q3 		$8K Sell
95
-587
-86% -$56.3K ﹤0.01% 2861
2022
Q2 		$67K Buy
682
+672
+6,720% +$82.3K ﹤0.01% 1491
2022
Q1 		$1K Hold
10
– – ﹤0.01% 3437
2021
Q4 		$1K Buy
+10
New +$975 ﹤0.01% 3404
2021
Q2 		$1K Hold
10
– – ﹤0.01% 2871
2021
Q1 		$1K Hold
10
– – ﹤0.01% 2870
2020
Q4 		$1K Hold
10
– – ﹤0.01% 2870
2020
Q3 		$1K Hold
10
– – ﹤0.01% 2867
2020
Q2 		$1K Hold
10
– – ﹤0.01% 2867
2020
Q1 		$1K Hold
10
– – ﹤0.01% 2865
2019
Q4 		$1K Hold
10
– – ﹤0.01% 2865
2019
Q3 		$1K Hold
10
– – ﹤0.01% 2865
2019
Q2 		$1K Hold
10
– – ﹤0.01% 2865
2019
Q1 		$1K Sell
10
-16
-62% -$1.16K ﹤0.01% 2863
2018
Q4 		$2K Sell
26
-364
-93% -$26.3K ﹤0.01% 1808
2018
Q3 		$32K Buy
+390
New +$38.1K ﹤0.01% 846

Other funds holding WLK

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Westlake Corp (WLK) stake by 550% in Q1 2026, buying an estimated $185K and bringing the position to 2,249 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #2490.

Carson Wealth (CWM LLC) first reported a position in WLK in Q3 2018 and has held it in 30 quarters since. 338 funds tracked by Wall St. Rank hold WLK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,249 shares of Westlake Corp worth $263K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,903 Westlake Corp shares in Q1 2026, an estimated $185K.
  • Westlake Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2490 holding.
  • Carson Wealth (CWM LLC) first reported a position in Westlake Corp in Q3 2018 and has held it in 30 quarters since.
  • 338 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2026.

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