Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Academy Sports + Outdoors ASO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ASO Stock Details ASO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$542K Buy
9,606
+376
+4% +$21.4K ﹤0.01% 1953
2025
Q4 		$461K Sell
9,230
-324
-3% -$16.1K ﹤0.01% 1974
2025
Q3 		$478K Sell
9,554
-1,135
-11% -$57.9K ﹤0.01% 1831
2025
Q2 		$479K Buy
10,689
+6,801
+175% +$282K ﹤0.01% 1617
2025
Q1 		$177K Buy
3,888
+266
+7% +$13.7K ﹤0.01% 1999
2024
Q4 		$208K Sell
3,622
-858
-19% -$45.3K ﹤0.01% 1800
2024
Q3 		$261K Buy
4,480
+196
+5% +$10.7K ﹤0.01% 1619
2024
Q2 		$228K Buy
4,284
+1,155
+37% +$65.6K ﹤0.01% 1523
2024
Q1 		$211K Sell
3,129
-2,080
-40% -$140K ﹤0.01% 1500
2023
Q4 		$344K Sell
5,209
-989
-16% -$50.2K ﹤0.01% 1207
2023
Q3 		$293K Sell
6,198
-1,111
-15% -$59.5K ﹤0.01% 1161
2023
Q2 		$395K Sell
7,309
-1,146
-14% -$65.8K ﹤0.01% 1015
2023
Q1 		$552K Buy
8,455
+7,643
+941% +$450K ﹤0.01% 864
2022
Q4 		$43K Buy
812
+55
+7% +$2.62K ﹤0.01% 1811
2022
Q3 		$32K Buy
757
+435
+135% +$19.1K ﹤0.01% 1902
2022
Q2 		$11K Buy
322
+204
+173% +$7.47K ﹤0.01% 2503
2022
Q1 		$5K Buy
118
+103
+687% +$3.78K ﹤0.01% 2805
2021
Q4 		$1K Buy
+15
New +$651 ﹤0.01% 3242

Other funds holding ASO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Academy Sports + Outdoors (ASO) stake by 4.1% in Q1 2026, buying an estimated $21.4K and bringing the position to 9,606 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

Carson Wealth (CWM LLC) first reported a position in ASO in Q4 2021 and has held it in 18 quarters since. The position peaked at $552K in Q1 2023. 357 funds tracked by Wall St. Rank hold ASO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,606 shares of Academy Sports + Outdoors worth $542K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 376 Academy Sports + Outdoors shares in Q1 2026, an estimated $21.4K.
  • Academy Sports + Outdoors made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1953 holding.
  • Carson Wealth (CWM LLC) first reported a position in Academy Sports + Outdoors in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Academy Sports + Outdoors position peaked at $552K in Q1 2023.
  • 357 funds tracked by Wall St. Rank held Academy Sports + Outdoors as of Q1 2026.

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