Carson Wealth (CWM LLC)
AMCR icon

Carson Wealth (CWM LLC)’s Amcor AMCR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AMCR Stock Details AMCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$798K Sell
20,068
-20,090
-50% -$889K ﹤0.01% 1689
2025
Q4 		$1.68M Buy
40,158
+20,105
+100% +$829K ﹤0.01% 1225
2025
Q3 		$820K Sell
20,053
-28,572
-59% -$1.28M ﹤0.01% 1521
2025
Q2 		$2.23M Buy
48,625
+41,190
+554% +$1.9M 0.01% 910
2025
Q1 		$361K Sell
7,435
-4,590
-38% -$226K ﹤0.01% 1583
2024
Q4 		$566K Sell
12,025
-11,727
-49% -$613K ﹤0.01% 1334
2024
Q3 		$1.35M Buy
23,752
+12,856
+118% +$682K 0.01% 870
2024
Q2 		$533K Buy
10,896
+6,531
+150% +$317K ﹤0.01% 1167
2024
Q1 		$208K Buy
4,365
+75
+2% +$3.51K ﹤0.01% 1505
2023
Q4 		$207K Buy
4,290
+2,316
+117% +$106K ﹤0.01% 1411
2023
Q3 		$90K Buy
1,974
+327
+20% +$15.8K ﹤0.01% 1697
2023
Q2 		$82K Sell
1,647
-382
-19% -$19.9K ﹤0.01% 1668
2023
Q1 		$115K Sell
2,029
-37
-2% -$2.12K ﹤0.01% 1424
2022
Q4 		$123K Buy
2,066
+356
+21% +$20.8K ﹤0.01% 1289
2022
Q3 		$92K Sell
1,710
-488
-22% -$29.9K ﹤0.01% 1371
2022
Q2 		$137K Buy
2,198
+1,069
+95% +$66.1K ﹤0.01% 1186
2022
Q1 		$64K Buy
1,129
+420
+59% +$24.5K ﹤0.01% 1494
2021
Q4 		$43K Buy
+709
New +$42.1K ﹤0.01% 1633
2021
Q2 		$32K Hold
561
– – ﹤0.01% 1578
2021
Q1 		$32K Hold
561
– – ﹤0.01% 1578
2020
Q4 		$32K Hold
561
– – ﹤0.01% 1578
2020
Q3 		$32K Hold
561
– – ﹤0.01% 1578
2020
Q2 		$32K Hold
561
– – ﹤0.01% 1578
2020
Q1 		$32K Hold
561
– – ﹤0.01% 1578
2019
Q4 		$32K Hold
561
– – ﹤0.01% 1578
2019
Q3 		$32K Hold
561
– – ﹤0.01% 1578
2019
Q2 		$32K Buy
+561
New +$31.1K ﹤0.01% 1578

Other funds holding AMCR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Amcor (AMCR) stake by 50% in Q1 2026, selling an estimated $889K and leaving 20,068 shares worth $798K. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

Carson Wealth (CWM LLC) first reported a position in AMCR in Q2 2019 and has held it in 27 quarters since. The position peaked at $2.23M in Q2 2025. 682 funds tracked by Wall St. Rank hold AMCR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,068 shares of Amcor worth $798K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 20,090 Amcor shares in Q1 2026, an estimated $889K.
  • Amcor made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1689 holding.
  • Carson Wealth (CWM LLC) first reported a position in Amcor in Q2 2019 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s Amcor position peaked at $2.23M in Q2 2025.
  • 682 funds tracked by Wall St. Rank held Amcor as of Q1 2026.

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