Carson Wealth (CWM LLC)’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.31M | Sell |
5,241
-12,989
| -71% | -$3.23M | ﹤0.01% | 1392 |
|
|
2025
Q4 | $5.02M | Buy |
18,230
+1,101
| +6% | +$301K | 0.01% | 771 |
|
|
2025
Q3 | $4.49M | Buy |
17,129
+14,789
| +632% | +$3.59M | 0.01% | 761 |
|
|
2025
Q2 | $512K | Buy |
2,340
+862
| +58% | +$184K | ﹤0.01% | 1579 |
|
|
2025
Q1 | $331K | Buy |
1,478
+26
| +2% | +$7.17K | ﹤0.01% | 1621 |
|
|
2024
Q4 | $476K | Buy |
1,452
+18
| +1% | +$5.67K | ﹤0.01% | 1395 |
|
|
2024
Q3 | $430K | Sell |
1,434
-121
| -8% | -$37.1K | ﹤0.01% | 1386 |
|
|
2024
Q2 | $512K | Sell |
1,555
-168
| -10% | -$59.4K | ﹤0.01% | 1186 |
|
|
2024
Q1 | $682K | Buy |
1,723
+133
| +8% | +$49.2K | ﹤0.01% | 1012 |
|
|
2023
Q4 | $560K | Sell |
1,590
-24
| -1% | -$8.49K | ﹤0.01% | 1023 |
|
|
2023
Q3 | $606K | Buy |
1,614
+83
| +5% | +$32.1K | ﹤0.01% | 922 |
|
|
2023
Q2 | $586K | Buy |
1,531
+78
| +5% | +$27.9K | ﹤0.01% | 890 |
|
|
2023
Q1 | $503K | Buy |
1,453
+10
| +0.7% | +$2.92K | ﹤0.01% | 891 |
|
|
2022
Q4 | $340K | Buy |
1,443
+161
| +13% | +$38.2K | ﹤0.01% | 916 |
|
|
2022
Q3 | $315K | Buy |
1,282
+127
| +11% | +$38.7K | ﹤0.01% | 899 |
|
|
2022
Q2 | $349K | Sell |
1,155
-363
| -24% | -$118K | ﹤0.01% | 842 |
|
|
2022
Q1 | $623K | Buy |
1,518
+453
| +43% | +$177K | ﹤0.01% | 665 |
|
|
2021
Q4 | $499K | Buy |
+1,065
| New | +$458K | ﹤0.01% | 726 |
|
|
2021
Q2 | $116K | Hold |
324
| – | – | ﹤0.01% | 1086 |
|
|
2021
Q1 | $116K | Hold |
324
| – | – | ﹤0.01% | 1086 |
|
|
2020
Q4 | $116K | Hold |
324
| – | – | ﹤0.01% | 1086 |
|
|
2020
Q3 | $116K | Hold |
324
| – | – | ﹤0.01% | 1086 |
|
|
2020
Q2 | $116K | Hold |
324
| – | – | ﹤0.01% | 1085 |
|
|
2020
Q1 | $116K | Hold |
324
| – | – | ﹤0.01% | 1085 |
|
|
2019
Q4 | $116K | Hold |
324
| – | – | ﹤0.01% | 1085 |
|
|
2019
Q3 | $116K | Hold |
324
| – | – | ﹤0.01% | 1084 |
|
|
2019
Q2 | $116K | Hold |
324
| – | – | ﹤0.01% | 1084 |
|
|
2019
Q1 | $116K | Buy |
324
+105
| +48% | +$10.9K | ﹤0.01% | 1084 |
|
|
2018
Q4 | $21K | Buy |
219
+110
| +101% | +$11.9K | ﹤0.01% | 1129 |
|
|
2018
Q3 | $13K | Buy |
109
+16
| +17% | +$1.79K | ﹤0.01% | 1094 |
|
|
2018
Q2 | $9K | Buy |
93
+83
| +830% | +$7.64K | ﹤0.01% | 1045 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1343 |
|
|
2017
Q4 | $1K | Sell |
10
-45
| -82% | -$4.41K | ﹤0.01% | 1408 |
|
|
2017
Q3 | $5K | Hold |
55
| – | – | ﹤0.01% | 1103 |
|
|
2017
Q2 | $5K | Hold |
55
| – | – | ﹤0.01% | 892 |
|
|
2017
Q1 | $4K | Buy |
55
+10
| +22% | +$836 | ﹤0.01% | 912 |
|
|
2016
Q4 | $4K | Buy |
+45
| New | +$3.54K | ﹤0.01% | 898 |
|
Other funds holding WST
GIM
Carson Wealth (CWM LLC)'s WST Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its West Pharmaceutical (WST) stake by 71% in Q1 2026, selling an estimated $3.23M and leaving 5,241 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1392.
Carson Wealth (CWM LLC) first reported a position in WST in Q4 2016 and has held it in 37 quarters since. The position peaked at $5.02M in Q4 2025. 755 funds tracked by Wall St. Rank hold WST as of Q1 2026.
- Carson Wealth (CWM LLC) held 5,241 shares of West Pharmaceutical worth $1.31M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 12,989 West Pharmaceutical shares in Q1 2026, an estimated $3.23M.
- West Pharmaceutical made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1392 holding.
- Carson Wealth (CWM LLC) first reported a position in West Pharmaceutical in Q4 2016 and has held it in 37 quarters since.
- Carson Wealth (CWM LLC)'s West Pharmaceutical position peaked at $5.02M in Q4 2025.
- 755 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.