Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Albertsons Companies ACI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ACI Stock Details ACI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$49.6K Buy
2,909
+1,474
+103% +$25.6K ﹤0.01% 3818
2025
Q4 		$25K Buy
1,435
+730
+104% +$13K ﹤0.01% 4031
2025
Q3 		$12K Sell
705
-27,369
-97% -$537K ﹤0.01% 4378
2025
Q2 		$604K Sell
28,074
-42,618
-60% -$927K ﹤0.01% 1508
2025
Q1 		$1.55M Buy
70,692
+69,531
+5,989% +$1.43M 0.01% 928
2024
Q4 		$23K Buy
1,161
+598
+106% +$11.3K ﹤0.01% 3332
2024
Q3 		$10K Sell
563
-443
-44% -$8.67K ﹤0.01% 3762
2024
Q2 		$20K Buy
1,006
+211
+27% +$4.31K ﹤0.01% 3099
2024
Q1 		$17K Sell
795
-218
-22% -$4.68K ﹤0.01% 2991
2023
Q4 		$23K Buy
1,013
+329
+48% +$7.27K ﹤0.01% 2671
2023
Q3 		$16K Buy
684
+124
+22% +$2.77K ﹤0.01% 2815
2023
Q2 		$12K Buy
560
+490
+700% +$10.2K ﹤0.01% 2957
2023
Q1 		$1K Hold
70
– – ﹤0.01% 3751
2022
Q4 		$1K Sell
70
-278
-80% -$6.11K ﹤0.01% 3670
2022
Q3 		$9K Sell
348
-8
-2% -$218 ﹤0.01% 2722
2022
Q2 		$10K Buy
356
+177
+99% +$5.42K ﹤0.01% 2555
2022
Q1 		$6K Buy
179
+95
+113% +$2.95K ﹤0.01% 2721
2021
Q4 		$3K Buy
+84
New +$2.66K ﹤0.01% 2930
2021
Q2 		$1K Hold
32
– – ﹤0.01% 2745
2021
Q1 		$1K Hold
32
– – ﹤0.01% 2745
2020
Q4 		$1K Hold
32
– – ﹤0.01% 2745
2020
Q3 		$1K Hold
32
– – ﹤0.01% 2745
2020
Q2 		$1K Buy
+32
New +$499 ﹤0.01% 2745

Other funds holding ACI

CCM
Cerberus Capital Management New York $2.65B AUM 20.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Albertsons Companies (ACI) stake by 103% in Q1 2026, buying an estimated $25.6K and bringing the position to 2,909 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3818.

Carson Wealth (CWM LLC) first reported a position in ACI in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.55M in Q1 2025. 437 funds tracked by Wall St. Rank hold ACI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,909 shares of Albertsons Companies worth $49.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,474 Albertsons Companies shares in Q1 2026, an estimated $25.6K.
  • Albertsons Companies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3818 holding.
  • Carson Wealth (CWM LLC) first reported a position in Albertsons Companies in Q2 2020 and has held it in 23 quarters since.
  • Carson Wealth (CWM LLC)'s Albertsons Companies position peaked at $1.55M in Q1 2025.
  • 437 funds tracked by Wall St. Rank held Albertsons Companies as of Q1 2026.

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