Carson Wealth (CWM LLC)
AZZ icon

Carson Wealth (CWM LLC)’s AZZ Inc AZZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AZZ Stock Details AZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$390K Buy
3,117
+113
+4% +$14.3K ﹤0.01% 2197
2025
Q4 		$322K Buy
3,004
+571
+23% +$59.2K ﹤0.01% 2212
2025
Q3 		$266K Buy
2,433
+1,219
+100% +$135K ﹤0.01% 2228
2025
Q2 		$115K Sell
1,214
-175
-13% -$15.4K ﹤0.01% 2591
2025
Q1 		$116K Buy
1,389
+684
+97% +$61.1K ﹤0.01% 2297
2024
Q4 		$58K Buy
705
+11
+2% +$931 ﹤0.01% 2686
2024
Q3 		$57K Buy
694
+235
+51% +$18.6K ﹤0.01% 2589
2024
Q2 		$35K Buy
459
+188
+69% +$14.7K ﹤0.01% 2713
2024
Q1 		$21K Hold
271
– – ﹤0.01% 2854
2023
Q4 		$16K Buy
271
+49
+22% +$2.41K ﹤0.01% 2894
2023
Q3 		$10K Hold
222
– – ﹤0.01% 3115
2023
Q2 		$10K Buy
222
+32
+17% +$1.23K ﹤0.01% 3058
2023
Q1 		$8K Hold
190
– – ﹤0.01% 3056
2022
Q4 		$8K Buy
190
+125
+192% +$4.91K ﹤0.01% 2905
2022
Q3 		$2K Sell
65
-194
-75% -$8.09K ﹤0.01% 3416
2022
Q2 		$11K Buy
259
+200
+339% +$8.98K ﹤0.01% 2506
2022
Q1 		$3K Sell
59
-35
-37% -$1.73K ﹤0.01% 3001
2021
Q4 		$5K Buy
+94
New +$5.1K ﹤0.01% 2696

Other funds holding AZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its AZZ Inc (AZZ) stake by 3.8% in Q1 2026, buying an estimated $14.3K and bringing the position to 3,117 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #2197.

Carson Wealth (CWM LLC) first reported a position in AZZ in Q4 2021 and has held it in 18 quarters since. 336 funds tracked by Wall St. Rank hold AZZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,117 shares of AZZ Inc worth $390K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 113 AZZ Inc shares in Q1 2026, an estimated $14.3K.
  • AZZ Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2197 holding.
  • Carson Wealth (CWM LLC) first reported a position in AZZ Inc in Q4 2021 and has held it in 18 quarters since.
  • 336 funds tracked by Wall St. Rank held AZZ Inc as of Q1 2026.

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