Carson Wealth (CWM LLC)
AIG icon

Carson Wealth (CWM LLC)’s American International AIG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AIG Stock Details AIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.5M Sell
19,937
-15,983
-44% -$1.22M ﹤0.01% 1330
2025
Q4 		$3.07M Sell
35,920
-10,623
-23% -$850K 0.01% 978
2025
Q3 		$3.65M Sell
46,543
-32,094
-41% -$2.56M 0.01% 844
2025
Q2 		$6.73M Buy
78,637
+1,115
+1% +$92.8K 0.02% 506
2025
Q1 		$6.74M Buy
77,522
+46,121
+147% +$3.58M 0.03% 443
2024
Q4 		$2.29M Buy
31,401
+11,662
+59% +$877K 0.01% 737
2024
Q3 		$1.45M Buy
19,739
+6,750
+52% +$503K 0.01% 842
2024
Q2 		$964K Buy
12,989
+874
+7% +$66.8K ﹤0.01% 915
2024
Q1 		$947K Buy
12,115
+1,115
+10% +$79.6K ﹤0.01% 880
2023
Q4 		$745K Buy
11,000
+260
+2% +$16.6K ﹤0.01% 928
2023
Q3 		$651K Buy
10,740
+1,675
+18% +$100K ﹤0.01% 894
2023
Q2 		$522K Buy
9,065
+1,972
+28% +$106K ﹤0.01% 923
2023
Q1 		$357K Sell
7,093
-1,130
-14% -$66K ﹤0.01% 999
2022
Q4 		$520K Buy
8,223
+928
+13% +$54K ﹤0.01% 796
2022
Q3 		$346K Buy
7,295
+2,413
+49% +$127K ﹤0.01% 857
2022
Q2 		$250K Buy
4,882
+521
+12% +$30.3K ﹤0.01% 957
2022
Q1 		$274K Buy
4,361
+2,137
+96% +$128K ﹤0.01% 916
2021
Q4 		$126K Buy
+2,224
New +$127K ﹤0.01% 1210
2021
Q2 		$42K Hold
883
– – ﹤0.01% 1466
2021
Q1 		$42K Hold
883
– – ﹤0.01% 1466
2020
Q4 		$42K Hold
883
– – ﹤0.01% 1466
2020
Q3 		$42K Hold
883
– – ﹤0.01% 1466
2020
Q2 		$42K Hold
883
– – ﹤0.01% 1466
2020
Q1 		$42K Hold
883
– – ﹤0.01% 1466
2019
Q4 		$42K Hold
883
– – ﹤0.01% 1466
2019
Q3 		$42K Hold
883
– – ﹤0.01% 1466
2019
Q2 		$42K Hold
883
– – ﹤0.01% 1466
2019
Q1 		$42K Buy
883
+549
+164% +$23.5K ﹤0.01% 1466
2018
Q4 		$13K Buy
334
+267
+399% +$11.7K ﹤0.01% 1242
2018
Q3 		$4K Buy
67
+50
+294% +$2.68K ﹤0.01% 1374
2018
Q2 		$1K Sell
17
-53
-76% -$2.87K ﹤0.01% 1463
2018
Q1 		$4K Buy
70
+54
+338% +$3.19K ﹤0.01% 1029
2017
Q4 		$1K Hold
16
– – ﹤0.01% 1324
2017
Q3 		$1K Hold
16
– – ﹤0.01% 1337
2017
Q2 		$1K Buy
16
+1
+7% +$62 ﹤0.01% 1061
2017
Q1 		$1K Sell
15
-894
-98% -$57.4K ﹤0.01% 1028
2016
Q4 		$59K Buy
909
+283
+45% +$17.8K ﹤0.01% 423
2016
Q3 		$37K Sell
626
-15
-2% -$857 ﹤0.01% 465
2016
Q2 		$34K Hold
641
– – ﹤0.01% 411
2016
Q1 		$35K Sell
641
-40
-6% -$2.16K ﹤0.01% 376
2015
Q4 		$42K Hold
681
– – ﹤0.01% 334
2015
Q3 		$39K Buy
+681
New +$41.6K ﹤0.01% 303
2014
Q1 		– Sell
-658
Closed -$34K – 153
2013
Q4 		$34K Sell
658
-15
-2% -$748 0.01% 309
2013
Q3 		$33K Buy
+673
New +$32K 0.01% 222

Other funds holding AIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its American International (AIG) stake by 44% in Q1 2026, selling an estimated $1.22M and leaving 19,937 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Carson Wealth (CWM LLC) first reported a position in AIG in Q3 2013 and has held it in 44 quarters since. The position peaked at $6.74M in Q1 2025. 1,118 funds tracked by Wall St. Rank hold AIG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 19,937 shares of American International worth $1.5M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 15,983 American International shares in Q1 2026, an estimated $1.22M.
  • American International made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1330 holding.
  • Carson Wealth (CWM LLC) first reported a position in American International in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s American International position peaked at $6.74M in Q1 2025.
  • 1,118 funds tracked by Wall St. Rank held American International as of Q1 2026.

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