Carson Wealth (CWM LLC)
BOX icon

Carson Wealth (CWM LLC)’s Box BOX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$159K Buy
6,740
+5,734
+570% +$144K ﹤0.01% 2918
2025
Q4 		$30K Sell
1,006
-497
-33% -$15.6K ﹤0.01% 3945
2025
Q3 		$49K Buy
1,503
+306
+26% +$9.91K ﹤0.01% 3542
2025
Q2 		$41K Buy
1,197
+251
+27% +$8.23K ﹤0.01% 3427
2025
Q1 		$29K Buy
946
+316
+50% +$10.2K ﹤0.01% 3403
2024
Q4 		$20K Buy
630
+182
+41% +$5.97K ﹤0.01% 3427
2024
Q3 		$15K Buy
448
+209
+87% +$6.1K ﹤0.01% 3535
2024
Q2 		$6K Sell
239
-45
-16% -$1.2K ﹤0.01% 3751
2024
Q1 		$8K Buy
284
+164
+137% +$4.4K ﹤0.01% 3438
2023
Q4 		$3K Sell
120
-205
-63% -$5.18K ﹤0.01% 3666
2023
Q3 		$8K Hold
325
– – ﹤0.01% 3229
2023
Q2 		$10K Sell
325
-12
-4% -$332 ﹤0.01% 3062
2023
Q1 		$9K Sell
337
-160
-32% -$4.82K ﹤0.01% 2990
2022
Q4 		$15K Buy
497
+150
+43% +$4.28K ﹤0.01% 2542
2022
Q3 		$8K Buy
347
+217
+167% +$5.97K ﹤0.01% 2797
2022
Q2 		$3K Sell
130
-72
-36% -$2.01K ﹤0.01% 3167
2022
Q1 		$6K Buy
202
+72
+55% +$1.89K ﹤0.01% 2729
2021
Q4 		$3K Buy
+130
New +$3.35K ﹤0.01% 2945
2021
Q2 		$3K Hold
135
– – ﹤0.01% 2501
2021
Q1 		$3K Hold
135
– – ﹤0.01% 2501
2020
Q4 		$3K Hold
135
– – ﹤0.01% 2501
2020
Q3 		$3K Hold
135
– – ﹤0.01% 2501
2020
Q2 		$3K Hold
135
– – ﹤0.01% 2500
2020
Q1 		$3K Hold
135
– – ﹤0.01% 2500
2019
Q4 		$3K Hold
135
– – ﹤0.01% 2500
2019
Q3 		$3K Hold
135
– – ﹤0.01% 2500
2019
Q2 		$3K Hold
135
– – ﹤0.01% 2500
2019
Q1 		$3K Sell
135
-102,084
-100% -$2.11M ﹤0.01% 2500
2018
Q4 		$1.73M Buy
102,219
+9,350
+10% +$172K 0.04% 299
2018
Q3 		$2.22M Buy
92,869
+20,692
+29% +$521K 0.06% 249
2018
Q2 		$1.8M Buy
+72,177
New +$1.79M 0.06% 224

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Box (BOX) stake by 570% in Q1 2026, buying an estimated $144K and bringing the position to 6,740 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #2918.

Carson Wealth (CWM LLC) first reported a position in BOX in Q2 2018 and has held it in 31 quarters since. The position peaked at $2.22M in Q3 2018. 399 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,740 shares of Box worth $159K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,734 Box shares in Q1 2026, an estimated $144K.
  • Box made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2918 holding.
  • Carson Wealth (CWM LLC) first reported a position in Box in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s Box position peaked at $2.22M in Q3 2018.
  • 399 funds tracked by Wall St. Rank held Box as of Q1 2026.

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