Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s American Superconductor AMSC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AMSC Stock Details AMSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$299K Buy
8,823
+1,071
+14% +$33.8K ﹤0.01% 2382
2025
Q4 		$223K Sell
7,752
-720
-8% -$31.1K ﹤0.01% 2481
2025
Q3 		$503K Buy
8,472
+1,323
+19% +$66.1K ﹤0.01% 1795
2025
Q2 		$262K Sell
7,149
-766
-10% -$18.8K ﹤0.01% 1955
2025
Q1 		$144K Buy
7,915
+2,622
+50% +$65.4K ﹤0.01% 2130
2024
Q4 		$130K Buy
5,293
+2,897
+121% +$79.9K ﹤0.01% 2108
2024
Q3 		$57K Buy
+2,396
New +$55.2K ﹤0.01% 2588
2022
Q3 		– Sell
-326
Closed -$2K – 3883
2022
Q2 		$2K Buy
+326
New +$1.89K ﹤0.01% 3295
2017
Q2 		– Sell
-93
Closed -$1K – 1192
2017
Q1 		$1K Buy
+93
New +$626 ﹤0.01% 1030

Other funds holding AMSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
OAM
Oberweis Asset Management Lisle, Illinois $4.84B AUM 160.95% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its American Superconductor (AMSC) stake by 14% in Q1 2026, buying an estimated $33.8K and bringing the position to 8,823 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #2382.

Carson Wealth (CWM LLC) first reported a position in AMSC in Q1 2017 and has held it in 9 quarters since. The position peaked at $503K in Q3 2025. 245 funds tracked by Wall St. Rank hold AMSC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,823 shares of American Superconductor worth $299K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,071 American Superconductor shares in Q1 2026, an estimated $33.8K.
  • American Superconductor made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2382 holding.
  • Carson Wealth (CWM LLC) first reported a position in American Superconductor in Q1 2017 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s American Superconductor position peaked at $503K in Q3 2025.
  • 245 funds tracked by Wall St. Rank held American Superconductor as of Q1 2026.

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