Carson Wealth (CWM LLC)
AMWD

Carson Wealth (CWM LLC)’s American Woodmark AMWD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AMWD Stock Details AMWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.3K Sell
635
-835
-57% -$44.3K ﹤0.01% 4280
2025
Q4 		$79K Sell
1,470
-1,019
-41% -$59.7K ﹤0.01% 3237
2025
Q3 		$166K Buy
2,489
+1,193
+92% +$73.2K ﹤0.01% 2581
2025
Q2 		$69K Buy
1,296
+696
+116% +$39.3K ﹤0.01% 3017
2025
Q1 		$35K Buy
600
+19
+3% +$1.34K ﹤0.01% 3252
2024
Q4 		$46K Sell
581
-41
-7% -$3.75K ﹤0.01% 2857
2024
Q3 		$58K Buy
622
+225
+57% +$20.3K ﹤0.01% 2574
2024
Q2 		$31K Buy
397
+87
+28% +$7.85K ﹤0.01% 2800
2024
Q1 		$32K Buy
310
+166
+115% +$15.6K ﹤0.01% 2592
2023
Q4 		$13K Buy
144
+23
+19% +$1.79K ﹤0.01% 3018
2023
Q3 		$9K Buy
121
+90
+290% +$6.76K ﹤0.01% 3162
2023
Q2 		$2K Buy
31
+6
+24% +$348 ﹤0.01% 3743
2023
Q1 		$1K Hold
25
– – ﹤0.01% 3764
2022
Q4 		$1K Buy
25
+21
+525% +$1.04K ﹤0.01% 3681
2022
Q3 		$0 Sell
4
-13
-76% -$634 ﹤0.01% 3884
2022
Q2 		$1K Sell
17
-9
-35% -$435 ﹤0.01% 3478
2022
Q1 		$1K Sell
26
-87
-77% -$5K ﹤0.01% 3290
2021
Q4 		$7K Buy
+113
New +$7.65K ﹤0.01% 2526
2021
Q2 		$0 Hold
3
– – ﹤0.01% 2924
2021
Q1 		$0 Hold
3
– – ﹤0.01% 2924
2020
Q4 		$0 Hold
3
– – ﹤0.01% 2924
2020
Q3 		$0 Hold
3
– – ﹤0.01% 2924
2020
Q2 		$0 Hold
3
– – ﹤0.01% 2924
2020
Q1 		$0 Hold
3
– – ﹤0.01% 2924
2019
Q4 		$0 Hold
3
– – ﹤0.01% 2923
2019
Q3 		$0 Hold
3
– – ﹤0.01% 2923
2019
Q2 		$0 Hold
3
– – ﹤0.01% 2923
2019
Q1 		$0 Buy
+3
New +$224 ﹤0.01% 2931

Other funds holding AMWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its American Woodmark (AMWD) stake by 57% in Q1 2026, selling an estimated $44.3K and leaving 635 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4280.

Carson Wealth (CWM LLC) first reported a position in AMWD in Q1 2019 and has held it in 28 quarters since. The position peaked at $166K in Q3 2025. 173 funds tracked by Wall St. Rank hold AMWD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 635 shares of American Woodmark worth $25.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 835 American Woodmark shares in Q1 2026, an estimated $44.3K.
  • American Woodmark made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4280 holding.
  • Carson Wealth (CWM LLC) first reported a position in American Woodmark in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s American Woodmark position peaked at $166K in Q3 2025.
  • 173 funds tracked by Wall St. Rank held American Woodmark as of Q1 2026.

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