Carson Wealth (CWM LLC)’s AXIS Capital AXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.3M | Buy |
101,089
+8,988
| +10% | +$923K | 0.03% | 551 |
|
|
2025
Q4 | $9.86M | Buy |
92,101
+24,884
| +37% | +$2.47M | 0.03% | 536 |
|
|
2025
Q3 | $6.44M | Sell |
67,217
-4,760
| -7% | -$461K | 0.02% | 619 |
|
|
2025
Q2 | $7.47M | Buy |
71,977
+16,256
| +29% | +$1.62M | 0.03% | 477 |
|
|
2025
Q1 | $5.58M | Buy |
55,721
+25,063
| +82% | +$2.31M | 0.02% | 492 |
|
|
2024
Q4 | $2.72M | Buy |
30,658
+9,255
| +43% | +$793K | 0.01% | 670 |
|
|
2024
Q3 | $1.7M | Buy |
21,403
+10,261
| +92% | +$768K | 0.01% | 772 |
|
|
2024
Q2 | $787K | Buy |
11,142
+4,448
| +66% | +$302K | ﹤0.01% | 1023 |
|
|
2024
Q1 | $435K | Buy |
6,694
+3,853
| +136% | +$231K | ﹤0.01% | 1186 |
|
|
2023
Q4 | $157K | Buy |
2,841
+1,539
| +118% | +$85.6K | ﹤0.01% | 1526 |
|
|
2023
Q3 | $73K | Buy |
1,302
+1,233
| +1,787% | +$68.1K | ﹤0.01% | 1833 |
|
|
2023
Q2 | $4K | Sell |
69
-10
| -13% | -$547 | ﹤0.01% | 3496 |
|
|
2023
Q1 | $4K | Sell |
79
-68
| -46% | -$3.95K | ﹤0.01% | 3356 |
|
|
2022
Q4 | $8K | Buy |
147
+142
| +2,840% | +$7.67K | ﹤0.01% | 2904 |
|
|
2022
Q3 | $0 | Sell |
5
-27
| -84% | -$1.43K | ﹤0.01% | 3900 |
|
|
2022
Q2 | $2K | Sell |
32
-230
| -88% | -$13.1K | ﹤0.01% | 3301 |
|
|
2022
Q1 | $16K | Buy |
262
+27
| +11% | +$1.5K | ﹤0.01% | 2211 |
|
|
2021
Q4 | $13K | Buy |
+235
| New | +$12.2K | ﹤0.01% | 2188 |
|
|
2021
Q2 | $11K | Hold |
230
| – | – | ﹤0.01% | 2046 |
|
|
2021
Q1 | $11K | Hold |
230
| – | – | ﹤0.01% | 2046 |
|
|
2020
Q4 | $11K | Hold |
230
| – | – | ﹤0.01% | 2046 |
|
|
2020
Q3 | $11K | Hold |
230
| – | – | ﹤0.01% | 2045 |
|
|
2020
Q2 | $11K | Hold |
230
| – | – | ﹤0.01% | 2045 |
|
|
2020
Q1 | $11K | Hold |
230
| – | – | ﹤0.01% | 2045 |
|
|
2019
Q4 | $11K | Hold |
230
| – | – | ﹤0.01% | 2045 |
|
|
2019
Q3 | $11K | Hold |
230
| – | – | ﹤0.01% | 2045 |
|
|
2019
Q2 | $11K | Hold |
230
| – | – | ﹤0.01% | 2045 |
|
|
2019
Q1 | $11K | Buy |
+230
| New | +$12.7K | ﹤0.01% | 2045 |
|
|
2018
Q4 | – | Sell |
-17
| Closed | -$1K | – | 2090 |
|
|
2018
Q3 | $1K | Buy |
+17
| New | +$963 | ﹤0.01% | 1615 |
|
|
2017
Q4 | – | Sell |
-79
| Closed | -$5K | – | 1453 |
|
|
2017
Q3 | $5K | Buy |
79
+62
| +365% | +$3.83K | ﹤0.01% | 1065 |
|
|
2017
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 1068 |
|
|
2017
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 1035 |
|
|
2016
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 1034 |
|
|
2016
Q3 | $1K | Sell |
17
-11
| -39% | -$607 | ﹤0.01% | 941 |
|
|
2016
Q2 | $2K | Buy |
+28
| New | +$1.52K | ﹤0.01% | 704 |
|
|
2016
Q1 | – | Sell |
-90
| Closed | -$5K | – | 747 |
|
|
2015
Q4 | $5K | Hold |
90
| – | – | ﹤0.01% | 512 |
|
|
2015
Q3 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 496 |
|
Other funds holding AXS
VPM
VCM
AGA
Carson Wealth (CWM LLC)'s AXS Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its AXIS Capital (AXS) stake by 9.8% in Q1 2026, buying an estimated $923K and bringing the position to 101,089 shares worth $10.3M. The position accounts for 0.03% of the portfolio, ranked #551.
Carson Wealth (CWM LLC) first reported a position in AXS in Q3 2015 and has held it in 37 quarters since. 464 funds tracked by Wall St. Rank hold AXS as of Q1 2026.
- Carson Wealth (CWM LLC) held 101,089 shares of AXIS Capital worth $10.3M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 8,988 AXIS Capital shares in Q1 2026, an estimated $923K.
- AXIS Capital made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #551 holding.
- Carson Wealth (CWM LLC) first reported a position in AXIS Capital in Q3 2015 and has held it in 37 quarters since.
- 464 funds tracked by Wall St. Rank held AXIS Capital as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.