Carson Wealth (CWM LLC)
APAM icon

Carson Wealth (CWM LLC)’s Artisan Partners APAM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$202K Buy
5,564
+837
+18% +$34.2K ﹤0.01% 2734
2025
Q4 		$193K Buy
4,727
+157
+3% +$6.7K ﹤0.01% 2602
2025
Q3 		$198K Buy
4,570
+434
+10% +$20K ﹤0.01% 2451
2025
Q2 		$183K Buy
4,136
+2,010
+95% +$80.3K ﹤0.01% 2247
2025
Q1 		$83K Buy
2,126
+925
+77% +$39.2K ﹤0.01% 2577
2024
Q4 		$52K Buy
1,201
+370
+45% +$16.9K ﹤0.01% 2763
2024
Q3 		$36K Buy
831
+267
+47% +$11K ﹤0.01% 2941
2024
Q2 		$23K Sell
564
-88
-13% -$3.8K ﹤0.01% 3009
2024
Q1 		$30K Buy
652
+27
+4% +$1.16K ﹤0.01% 2631
2023
Q4 		$28K Sell
625
-41
-6% -$1.55K ﹤0.01% 2550
2023
Q3 		$25K Sell
666
-159
-19% -$6.16K ﹤0.01% 2516
2023
Q2 		$32K Buy
825
+16
+2% +$552 ﹤0.01% 2307
2023
Q1 		$26K Sell
809
-440
-35% -$14.8K ﹤0.01% 2309
2022
Q4 		$37K Buy
1,249
+478
+62% +$14.7K ﹤0.01% 1924
2022
Q3 		$21K Sell
771
-516
-40% -$18.1K ﹤0.01% 2181
2022
Q2 		$46K Buy
1,287
+692
+116% +$25.2K ﹤0.01% 1660
2022
Q1 		$23K Sell
595
-53
-8% -$2.15K ﹤0.01% 1981
2021
Q4 		$31K Buy
+648
New +$31.1K ﹤0.01% 1766
2021
Q2 		$22K Hold
433
– – ﹤0.01% 1742
2021
Q1 		$22K Hold
433
– – ﹤0.01% 1742
2020
Q4 		$22K Hold
433
– – ﹤0.01% 1742
2020
Q3 		$22K Hold
433
– – ﹤0.01% 1742
2020
Q2 		$22K Hold
433
– – ﹤0.01% 1742
2020
Q1 		$22K Hold
433
– – ﹤0.01% 1742
2019
Q4 		$22K Hold
433
– – ﹤0.01% 1742
2019
Q3 		$22K Hold
433
– – ﹤0.01% 1742
2019
Q2 		$22K Hold
433
– – ﹤0.01% 1742
2019
Q1 		$22K Buy
+433
New +$10.6K ﹤0.01% 1742

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Artisan Partners (APAM) stake by 18% in Q1 2026, buying an estimated $34.2K and bringing the position to 5,564 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #2734.

Carson Wealth (CWM LLC) first reported a position in APAM in Q1 2019 and has held it in 28 quarters since. 384 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,564 shares of Artisan Partners worth $202K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 837 Artisan Partners shares in Q1 2026, an estimated $34.2K.
  • Artisan Partners made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2734 holding.
  • Carson Wealth (CWM LLC) first reported a position in Artisan Partners in Q1 2019 and has held it in 28 quarters since.
  • 384 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

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