Carson Wealth (CWM LLC)
AMZN icon

Carson Wealth (CWM LLC)’s Amazon AMZN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.5K Buy
3,000
+1,000
+50% +$220K ﹤0.01% 4274
2025
Q4 		$7K Hold
2,000
– – ﹤0.01% 4682
2025
Q3 		$19K Hold
2,000
– – ﹤0.01% 4141
2025
Q2 		$6K Hold
2,000
– – ﹤0.01% 4516
2025
Q1 		$13K Buy
+2,000
New +$434K ﹤0.01% 3940

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Amazon (AMZN) stake by 5.1% in Q1 2026, buying an estimated $17.4M and bringing the position to 1,619,786 shares worth $337M. The position accounts for 0.89% of the portfolio, ranked #18.

Carson Wealth (CWM LLC) first reported a position in AMZN in Q3 2013 and has held it in 44 quarters since. The position peaked at $356M in Q4 2025. 5,990 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,619,786 shares of Amazon worth $337M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 79,148 Amazon shares in Q1 2026, an estimated $17.4M.
  • Amazon made up 0.89% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #18 holding.
  • Carson Wealth (CWM LLC) first reported a position in Amazon in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s Amazon position peaked at $356M in Q4 2025.
  • 5,990 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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