Carson Wealth (CWM LLC)
AMPL icon

Carson Wealth (CWM LLC)’s Amplitude AMPL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AMPL Stock Details AMPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$428K Buy
62,808
+17,857
+40% +$147K ﹤0.01% 2126
2025
Q4 		$521K Buy
44,951
+7,172
+19% +$75.5K ﹤0.01% 1889
2025
Q3 		$405K Buy
37,779
+21,488
+132% +$255K ﹤0.01% 1918
2025
Q2 		$202K Buy
16,291
+2,018
+14% +$21.8K ﹤0.01% 2159
2025
Q1 		$145K Buy
14,273
+10,807
+312% +$128K ﹤0.01% 2125
2024
Q4 		$37K Buy
3,466
+617
+22% +$6.17K ﹤0.01% 2997
2024
Q3 		$26K Buy
2,849
+707
+33% +$6.03K ﹤0.01% 3193
2024
Q2 		$19K Sell
2,142
-21
-1% -$197 ﹤0.01% 3131
2024
Q1 		$24K Buy
2,163
+313
+17% +$3.84K ﹤0.01% 2769
2023
Q4 		$24K Buy
1,850
+311
+20% +$3.45K ﹤0.01% 2642
2023
Q3 		$18K Sell
1,539
-2
-0.1% -$23 ﹤0.01% 2733
2023
Q2 		$17K Sell
1,541
-1,614
-51% -$17.4K ﹤0.01% 2731
2023
Q1 		$39K Buy
3,155
+474
+18% +$6.29K ﹤0.01% 2038
2022
Q4 		$32K Buy
2,681
+2,173
+428% +$30.8K ﹤0.01% 2033
2022
Q3 		$8K Buy
508
+490
+2,722% +$7.86K ﹤0.01% 2791
2022
Q2 		$0 Buy
+18
New +$316 ﹤0.01% 3755

Other funds holding AMPL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Amplitude (AMPL) stake by 40% in Q1 2026, buying an estimated $147K and bringing the position to 62,808 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #2126.

Carson Wealth (CWM LLC) first reported a position in AMPL in Q2 2022 and has held it in 16 quarters since. The position peaked at $521K in Q4 2025. 218 funds tracked by Wall St. Rank hold AMPL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 62,808 shares of Amplitude worth $428K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 17,857 Amplitude shares in Q1 2026, an estimated $147K.
  • Amplitude made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2126 holding.
  • Carson Wealth (CWM LLC) first reported a position in Amplitude in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Amplitude position peaked at $521K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held Amplitude as of Q1 2026.

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