Carson Wealth (CWM LLC)
AVT icon

Carson Wealth (CWM LLC)’s Avnet AVT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AVT Stock Details AVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$893K Buy
14,495
+6,339
+78% +$377K ﹤0.01% 1615
2025
Q4 		$392K Buy
8,156
+2,193
+37% +$108K ﹤0.01% 2072
2025
Q3 		$312K Buy
5,963
+3,056
+105% +$164K ﹤0.01% 2096
2025
Q2 		$154K Buy
2,907
+1,743
+150% +$86.6K ﹤0.01% 2387
2025
Q1 		$56K Sell
1,164
-4,105
-78% -$208K ﹤0.01% 2884
2024
Q4 		$276K Sell
5,269
-3,194
-38% -$173K ﹤0.01% 1644
2024
Q3 		$460K Buy
8,463
+3,132
+59% +$165K ﹤0.01% 1349
2024
Q2 		$274K Buy
5,331
+4,560
+591% +$234K ﹤0.01% 1434
2024
Q1 		$38K Sell
771
-18
-2% -$843 ﹤0.01% 2471
2023
Q4 		$40K Buy
789
+148
+23% +$7.04K ﹤0.01% 2313
2023
Q3 		$31K Buy
641
+492
+330% +$23.8K ﹤0.01% 2378
2023
Q2 		$8K Sell
149
-86
-37% -$3.79K ﹤0.01% 3182
2023
Q1 		$11K Sell
235
-235
-50% -$10.5K ﹤0.01% 2877
2022
Q4 		$20K Buy
470
+371
+375% +$15.4K ﹤0.01% 2350
2022
Q3 		$4K Sell
99
-375
-79% -$16.1K ﹤0.01% 3135
2022
Q2 		$20K Buy
474
+95
+25% +$4.14K ﹤0.01% 2100
2022
Q1 		$15K Buy
379
+352
+1,304% +$14.5K ﹤0.01% 2243
2021
Q4 		$1K Buy
+27
New +$1.04K ﹤0.01% 3244
2018
Q4 		– Sell
-49
Closed -$2K – 2088
2018
Q3 		$2K Buy
49
+23
+88% +$1.05K ﹤0.01% 1499
2018
Q2 		$1K Buy
+26
New +$1.05K ﹤0.01% 1476
2018
Q1 		– Sell
-107
Closed -$4K – 1407
2017
Q4 		$4K Hold
107
– – ﹤0.01% 1120
2017
Q3 		$4K Buy
+107
New +$4.1K ﹤0.01% 1118

Other funds holding AVT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Avnet (AVT) stake by 78% in Q1 2026, buying an estimated $377K and bringing the position to 14,495 shares worth $893K. The position accounts for ﹤0.01% of the portfolio, ranked #1615.

Carson Wealth (CWM LLC) first reported a position in AVT in Q3 2017 and has held it in 22 quarters since. 442 funds tracked by Wall St. Rank hold AVT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,495 shares of Avnet worth $893K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,339 Avnet shares in Q1 2026, an estimated $377K.
  • Avnet made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1615 holding.
  • Carson Wealth (CWM LLC) first reported a position in Avnet in Q3 2017 and has held it in 22 quarters since.
  • 442 funds tracked by Wall St. Rank held Avnet as of Q1 2026.

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