Carson Wealth (CWM LLC)
ADBE icon

Carson Wealth (CWM LLC)’s Adobe ADBE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ADBE Stock Details ADBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.4M Buy
88,129
+10,989
+14% +$3.04M 0.06% 316
2025
Q4 		$27M Sell
77,140
-22,535
-23% -$7.66M 0.07% 236
2025
Q3 		$35.2M Buy
99,675
+33,612
+51% +$12.1M 0.11% 169
2025
Q2 		$25.6M Buy
66,063
+1,051
+2% +$405K 0.09% 194
2025
Q1 		$24.9M Buy
65,012
+14,091
+28% +$6.04M 0.1% 185
2024
Q4 		$22.6M Buy
50,921
+8,472
+20% +$4.19M 0.09% 189
2024
Q3 		$22M Buy
42,449
+3,097
+8% +$1.7M 0.09% 193
2024
Q2 		$21.9M Buy
39,352
+2,536
+7% +$1.23M 0.1% 187
2024
Q1 		$18.6M Buy
36,816
+7,278
+25% +$4.17M 0.09% 207
2023
Q4 		$17.6M Buy
29,538
+6,219
+27% +$3.59M 0.09% 200
2023
Q3 		$11.9M Buy
23,319
+7,218
+45% +$3.79M 0.07% 221
2023
Q2 		$7.87M Sell
16,101
-29,535
-65% -$11.9M 0.05% 269
2023
Q1 		$17.6M Buy
45,636
+1,691
+4% +$601K 0.12% 159
2022
Q4 		$14.8M Sell
43,945
-2,695
-6% -$862K 0.11% 163
2022
Q3 		$12.8M Sell
46,640
-1,667
-3% -$631K 0.1% 166
2022
Q2 		$17.7M Sell
48,307
-5,326
-10% -$2.17M 0.14% 145
2022
Q1 		$24.4M Sell
53,633
-1,311
-2% -$631K 0.17% 117
2021
Q4 		$31.2M Buy
+54,944
New +$34.3M 0.22% 85
2021
Q2 		$30.3M Hold
51,676
– – 0.24% 73
2021
Q1 		$30.3M Hold
51,676
– – 0.24% 73
2020
Q4 		$30.3M Hold
51,676
– – 0.24% 73
2020
Q3 		$30.3M Hold
51,676
– – 0.24% 73
2020
Q2 		$30.3M Hold
51,676
– – 0.24% 73
2020
Q1 		$30.3M Hold
51,676
– – 0.24% 73
2019
Q4 		$30.3M Hold
51,676
– – 0.24% 73
2019
Q3 		$30.3M Hold
51,676
– – 0.24% 73
2019
Q2 		$30.3M Hold
51,676
– – 0.24% 73
2019
Q1 		$30.3M Buy
51,676
+50,896
+6,525% +$12.8M 0.24% 73
2018
Q4 		$176K Buy
780
+70
+10% +$16.9K ﹤0.01% 625
2018
Q3 		$192K Sell
710
-187
-21% -$48.2K ﹤0.01% 520
2018
Q2 		$219K Buy
897
+88
+11% +$20.8K 0.01% 408
2018
Q1 		$175K Buy
809
+68
+9% +$13.8K 0.01% 381
2017
Q4 		$130K Sell
741
-55
-7% -$9.46K 0.01% 395
2017
Q3 		$119K Buy
796
+48
+6% +$7.16K 0.01% 393
2017
Q2 		$106K Buy
748
+79
+12% +$10.8K 0.01% 377
2017
Q1 		$87K Sell
669
-314
-32% -$36.9K ﹤0.01% 377
2016
Q4 		$101K Buy
983
+673
+217% +$71.2K 0.01% 349
2016
Q3 		$34K Sell
310
-190
-38% -$19.1K ﹤0.01% 481
2016
Q2 		$48K Hold
500
– – ﹤0.01% 374
2016
Q1 		$47K Sell
500
-22
-4% -$1.91K ﹤0.01% 343
2015
Q4 		$49K Buy
522
+22
+4% +$1.98K ﹤0.01% 316
2015
Q3 		$41K Buy
+500
New +$40.5K ﹤0.01% 301
2014
Q1 		– Sell
-1,364
Closed -$82K – 144
2013
Q4 		$82K Buy
1,364
+432
+46% +$23.9K 0.01% 212
2013
Q3 		$48K Buy
+932
New +$44.5K 0.01% 189

Other funds holding ADBE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Adobe (ADBE) stake by 14% in Q1 2026, buying an estimated $3.04M and bringing the position to 88,129 shares worth $21.4M. The position accounts for 0.06% of the portfolio, ranked #316.

Carson Wealth (CWM LLC) first reported a position in ADBE in Q3 2013 and has held it in 44 quarters since. The position peaked at $35.2M in Q3 2025. 2,181 funds tracked by Wall St. Rank hold ADBE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 88,129 shares of Adobe worth $21.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 10,989 Adobe shares in Q1 2026, an estimated $3.04M.
  • Adobe made up 0.06% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #316 holding.
  • Carson Wealth (CWM LLC) first reported a position in Adobe in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s Adobe position peaked at $35.2M in Q3 2025.
  • 2,181 funds tracked by Wall St. Rank held Adobe as of Q1 2026.

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