Carson Wealth (CWM LLC)
CALX icon

Carson Wealth (CWM LLC)’s Calix CALX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CALX Stock Details CALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$60.1K Sell
1,226
-44
-3% -$2.31K ﹤0.01% 3673
2025
Q4 		$67K Sell
1,270
-237
-16% -$13.8K ﹤0.01% 3381
2025
Q3 		$92K Buy
1,507
+172
+13% +$9.91K ﹤0.01% 3042
2025
Q2 		$71K Buy
1,335
+707
+113% +$30.2K ﹤0.01% 2998
2025
Q1 		$22K Buy
628
+165
+36% +$6.12K ﹤0.01% 3593
2024
Q4 		$16K Sell
463
-133
-22% -$4.68K ﹤0.01% 3566
2024
Q3 		$23K Buy
596
+127
+27% +$4.67K ﹤0.01% 3263
2024
Q2 		$17K Sell
469
-143
-23% -$4.6K ﹤0.01% 3206
2024
Q1 		$20K Buy
612
+599
+4,608% +$22.3K ﹤0.01% 2899
2023
Q4 		$1K Sell
13
-229
-95% -$9.16K ﹤0.01% 3905
2023
Q3 		$11K Buy
242
+200
+476% +$9.05K ﹤0.01% 3069
2023
Q2 		$2K Buy
42
+16
+62% +$771 ﹤0.01% 3759
2023
Q1 		$1K Sell
26
-93
-78% -$5.07K ﹤0.01% 3782
2022
Q4 		$8K Buy
119
+15
+14% +$1.01K ﹤0.01% 2910
2022
Q3 		$6K Buy
104
+83
+395% +$4.44K ﹤0.01% 2947
2022
Q2 		$1K Hold
21
– – ﹤0.01% 3495
2022
Q1 		$1K Buy
21
+17
+425% +$860 ﹤0.01% 3305
2021
Q4 		$0 Buy
+4
New +$261 ﹤0.01% 3502

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Calix (CALX) stake by 3.5% in Q1 2026, selling an estimated $2.31K and leaving 1,226 shares worth $60.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3673.

Carson Wealth (CWM LLC) first reported a position in CALX in Q4 2021 and has held it in 18 quarters since. The position peaked at $92K in Q3 2025. 310 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,226 shares of Calix worth $60.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 44 Calix shares in Q1 2026, an estimated $2.31K.
  • Calix made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3673 holding.
  • Carson Wealth (CWM LLC) first reported a position in Calix in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Calix position peaked at $92K in Q3 2025.
  • 310 funds tracked by Wall St. Rank held Calix as of Q1 2026.

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