Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Aecom ACM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ACM Stock Details ACM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.92M Buy
22,672
+17,476
+336% +$1.66M 0.01% 1214
2025
Q4 		$495K Sell
5,196
-1,152
-18% -$135K ﹤0.01% 1923
2025
Q3 		$828K Sell
6,348
-1,513
-19% -$183K ﹤0.01% 1516
2025
Q2 		$887K Buy
7,861
+144
+2% +$14.9K ﹤0.01% 1305
2025
Q1 		$716K Sell
7,717
-2,234
-22% -$227K ﹤0.01% 1311
2024
Q4 		$1.06M Buy
9,951
+676
+7% +$73.8K ﹤0.01% 1049
2024
Q3 		$958K Buy
9,275
+5,372
+138% +$505K ﹤0.01% 1060
2024
Q2 		$344K Buy
3,903
+1,062
+37% +$96.8K ﹤0.01% 1327
2024
Q1 		$279K Buy
2,841
+184
+7% +$16.6K ﹤0.01% 1365
2023
Q4 		$246K Sell
2,657
-357
-12% -$30.3K ﹤0.01% 1328
2023
Q3 		$250K Buy
3,014
+54
+2% +$4.66K ﹤0.01% 1220
2023
Q2 		$251K Buy
2,960
+1,381
+87% +$113K ﹤0.01% 1175
2023
Q1 		$133K Sell
1,579
-53
-3% -$4.57K ﹤0.01% 1359
2022
Q4 		$139K Buy
1,632
+187
+13% +$14.7K ﹤0.01% 1247
2022
Q3 		$99K Buy
1,445
+691
+92% +$49K ﹤0.01% 1328
2022
Q2 		$49K Sell
754
-22
-3% -$1.54K ﹤0.01% 1637
2022
Q1 		$60K Buy
776
+293
+61% +$21.5K ﹤0.01% 1523
2021
Q4 		$37K Buy
+483
New +$33.9K ﹤0.01% 1692
2021
Q2 		$27K Hold
433
– – ﹤0.01% 1655
2021
Q1 		$27K Hold
433
– – ﹤0.01% 1655
2020
Q4 		$27K Hold
433
– – ﹤0.01% 1655
2020
Q3 		$27K Hold
433
– – ﹤0.01% 1655
2020
Q2 		$27K Hold
433
– – ﹤0.01% 1655
2020
Q1 		$27K Hold
433
– – ﹤0.01% 1655
2019
Q4 		$27K Hold
433
– – ﹤0.01% 1655
2019
Q3 		$27K Hold
433
– – ﹤0.01% 1655
2019
Q2 		$27K Hold
433
– – ﹤0.01% 1655
2019
Q1 		$27K Buy
+433
New +$12.9K ﹤0.01% 1655
2018
Q2 		– Sell
-41
Closed -$1K – 1677
2018
Q1 		$1K Buy
+41
New +$1.51K ﹤0.01% 1235

Other funds holding ACM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Aecom (ACM) stake by 336% in Q1 2026, buying an estimated $1.66M and bringing the position to 22,672 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #1214.

Carson Wealth (CWM LLC) first reported a position in ACM in Q1 2018 and has held it in 29 quarters since. 622 funds tracked by Wall St. Rank hold ACM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 22,672 shares of Aecom worth $1.92M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 17,476 Aecom shares in Q1 2026, an estimated $1.66M.
  • Aecom made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1214 holding.
  • Carson Wealth (CWM LLC) first reported a position in Aecom in Q1 2018 and has held it in 29 quarters since.
  • 622 funds tracked by Wall St. Rank held Aecom as of Q1 2026.

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