Carson Wealth (CWM LLC)
WSBC icon

Carson Wealth (CWM LLC)’s WesBanco WSBC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WSBC Stock Details WSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.44M Buy
41,689
+187
+0.5% +$6.53K ﹤0.01% 1349
2025
Q4 		$1.38M Sell
41,502
-6,381
-13% -$206K ﹤0.01% 1325
2025
Q3 		$1.53M Buy
47,883
+24,461
+104% +$780K ﹤0.01% 1211
2025
Q2 		$741K Buy
23,422
+11,021
+89% +$333K ﹤0.01% 1408
2025
Q1 		$384K Buy
12,401
+9,891
+394% +$330K ﹤0.01% 1565
2024
Q4 		$82K Buy
2,510
+438
+21% +$14.5K ﹤0.01% 2424
2024
Q3 		$62K Buy
2,072
+1,319
+175% +$40.5K ﹤0.01% 2541
2024
Q2 		$21K Buy
753
+339
+82% +$9.37K ﹤0.01% 3097
2024
Q1 		$12K Buy
414
+147
+55% +$4.29K ﹤0.01% 3251
2023
Q4 		$8K Buy
267
+183
+218% +$4.91K ﹤0.01% 3320
2023
Q3 		$2K Hold
84
– – ﹤0.01% 3875
2023
Q2 		$2K Sell
84
-65
-44% -$1.69K ﹤0.01% 3864
2023
Q1 		$5K Sell
149
-81
-35% -$2.87K ﹤0.01% 3333
2022
Q4 		$9K Buy
230
+223
+3,186% +$8.56K ﹤0.01% 2890
2022
Q3 		$0 Sell
7
-35
-83% -$1.19K ﹤0.01% 4215
2022
Q2 		$1K Sell
42
-289
-87% -$9.51K ﹤0.01% 3675
2022
Q1 		$11K Buy
331
+318
+2,446% +$11.5K ﹤0.01% 2450
2021
Q4 		$0 Buy
+13
New +$457 ﹤0.01% 3663
2019
Q1 		– Sell
-397
Closed -$15K – 3308
2018
Q4 		$15K Buy
397
+28
+8% +$1.14K ﹤0.01% 1226
2018
Q3 		$16K Hold
369
– – ﹤0.01% 1022
2018
Q2 		$17K Hold
369
– – ﹤0.01% 877
2018
Q1 		$16K Sell
369
-65
-15% -$2.74K ﹤0.01% 757
2017
Q4 		$18K Hold
434
– – ﹤0.01% 727
2017
Q3 		$18K Buy
434
+65
+18% +$2.49K ﹤0.01% 733
2017
Q2 		$15K Hold
369
– – ﹤0.01% 701
2017
Q1 		$14K Buy
+369
New +$14.9K ﹤0.01% 689

Other funds holding WSBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its WesBanco (WSBC) stake by 0.45% in Q1 2026, buying an estimated $6.53K and bringing the position to 41,689 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Carson Wealth (CWM LLC) first reported a position in WSBC in Q1 2017 and has held it in 26 quarters since. The position peaked at $1.53M in Q3 2025. 318 funds tracked by Wall St. Rank hold WSBC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 41,689 shares of WesBanco worth $1.44M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 187 WesBanco shares in Q1 2026, an estimated $6.53K.
  • WesBanco made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1349 holding.
  • Carson Wealth (CWM LLC) first reported a position in WesBanco in Q1 2017 and has held it in 26 quarters since.
  • Carson Wealth (CWM LLC)'s WesBanco position peaked at $1.53M in Q3 2025.
  • 318 funds tracked by Wall St. Rank held WesBanco as of Q1 2026.

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