Carson Wealth (CWM LLC)
WOLF icon

Carson Wealth (CWM LLC)’s Wolfspeed WOLF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WOLF Stock Details WOLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$832 Buy
51
+46
+920% +$830 ﹤0.01% 5421
2025
Q4 		$0 Sell
5
-109
-96% -$2.5K ﹤0.01% 5681
2025
Q3 		$3K Sell
114
-468
-80% -$1.1K ﹤0.01% 4955
2025
Q2 		$0 Sell
582
-1,877
-76% -$4.28K ﹤0.01% 5331
2025
Q1 		$8K Buy
2,459
+859
+54% +$5.02K ﹤0.01% 4244
2024
Q4 		$11K Sell
1,600
-2,416
-60% -$24.6K ﹤0.01% 3834
2024
Q3 		$39K Sell
4,016
-68,069
-94% -$1M ﹤0.01% 2892
2024
Q2 		$1.64M Sell
72,085
-17,723
-20% -$458K 0.01% 701
2024
Q1 		$2.65M Buy
89,808
+22,450
+33% +$677K 0.01% 553
2023
Q4 		$2.93M Buy
67,358
+10,781
+19% +$391K 0.02% 505
2023
Q3 		$2.16M Sell
56,577
-2,215
-4% -$116K 0.01% 528
2023
Q2 		$3.27M Buy
58,792
+56,438
+2,398% +$2.88M 0.02% 430
2023
Q1 		$153K Sell
2,354
-352
-13% -$25.7K ﹤0.01% 1313
2022
Q4 		$187K Buy
2,706
+459
+20% +$40.7K ﹤0.01% 1126
2022
Q3 		$232K Buy
2,247
+260
+13% +$24.9K ﹤0.01% 994
2022
Q2 		$126K Sell
1,987
-63
-3% -$5.24K ﹤0.01% 1224
2022
Q1 		$233K Sell
2,050
-11
-0.5% -$1.11K ﹤0.01% 980
2021
Q4 		$230K Buy
+2,061
New +$230K ﹤0.01% 970
2021
Q2 		$136K Hold
1,392
– – ﹤0.01% 1029
2021
Q1 		$136K Hold
1,392
– – ﹤0.01% 1029
2020
Q4 		$136K Hold
1,392
– – ﹤0.01% 1029
2020
Q3 		$136K Hold
1,392
– – ﹤0.01% 1029
2020
Q2 		$136K Hold
1,392
– – ﹤0.01% 1029
2020
Q1 		$136K Hold
1,392
– – ﹤0.01% 1029
2019
Q4 		$136K Hold
1,392
– – ﹤0.01% 1029
2019
Q3 		$136K Hold
1,392
– – ﹤0.01% 1029
2019
Q2 		$136K Hold
1,392
– – ﹤0.01% 1029
2019
Q1 		$136K Buy
1,392
+1,365
+5,056% +$70K ﹤0.01% 1029
2018
Q4 		$1K Hold
27
– – ﹤0.01% 2015
2018
Q3 		$1K Hold
27
– – ﹤0.01% 1772
2018
Q2 		$1K Sell
27
-17
-39% -$744 ﹤0.01% 1618
2018
Q1 		$2K Buy
+44
New +$1.66K ﹤0.01% 1213
2017
Q1 		– Sell
-327
Closed -$9K – 1334
2016
Q4 		$9K Sell
327
-550
-63% -$13.7K ﹤0.01% 755
2016
Q3 		$23K Buy
877
+286
+48% +$7.39K ﹤0.01% 538
2016
Q2 		$14K Sell
591
-152,736
-100% -$3.71M ﹤0.01% 518
2016
Q1 		$4.46M Sell
153,327
-10,536
-6% -$302K 0.39% 86
2015
Q4 		$4.37M Buy
163,863
+21
+0% +$543 0.43% 80
2015
Q3 		$3.97M Buy
163,842
+8,887
+6% +$227K 0.4% 86
2015
Q2 		$4.03M Buy
+154,955
New +$4.87M 0.39% 99
2014
Q1 		– Sell
-250
Closed -$16K – 501
2013
Q4 		$16K Buy
+250
New +$15.4K ﹤0.01% 397

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Wolfspeed (WOLF) stake by 920% in Q1 2026, buying an estimated $830 and bringing the position to 51 shares worth $832. The position accounts for ﹤0.01% of the portfolio, ranked #5421.

Carson Wealth (CWM LLC) first reported a position in WOLF in Q4 2013 and has held it in 40 quarters since. The position peaked at $4.46M in Q1 2016. 154 funds tracked by Wall St. Rank hold WOLF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 51 shares of Wolfspeed worth $832 as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 46 Wolfspeed shares in Q1 2026, an estimated $830.
  • Wolfspeed made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5421 holding.
  • Carson Wealth (CWM LLC) first reported a position in Wolfspeed in Q4 2013 and has held it in 40 quarters since.
  • Carson Wealth (CWM LLC)'s Wolfspeed position peaked at $4.46M in Q1 2016.
  • 154 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2026.

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