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
2021
Q2 		$1K Hold
400
– – ﹤0.01% 2747
2021
Q1 		$1K Hold
400
– – ﹤0.01% 2747
2020
Q4 		$1K Hold
400
– – ﹤0.01% 2747
2020
Q3 		$1K Hold
400
– – ﹤0.01% 2747
2020
Q2 		$1K Hold
400
– – ﹤0.01% 2747
2020
Q1 		$1K Hold
400
– – ﹤0.01% 2746
2019
Q4 		$1K Hold
400
– – ﹤0.01% 2746
2019
Q3 		$1K Hold
400
– – ﹤0.01% 2746
2019
Q2 		$1K Hold
400
– – ﹤0.01% 2746
2019
Q1 		$1K Buy
+400
New +$101K ﹤0.01% 2746

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. 2,180 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.
  • 2,180 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.