Carson Wealth (CWM LLC)’s Cognex CGNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.11M | Buy |
165,494
+7,504
| +5% | +$350K | 0.02% | 628 |
|
|
2025
Q4 | $5.68M | Sell |
157,990
-16,174
| -9% | -$655K | 0.02% | 728 |
|
|
2025
Q3 | $7.89M | Buy |
174,164
+57,125
| +49% | +$2.31M | 0.02% | 550 |
|
|
2025
Q2 | $3.71M | Buy |
117,039
+69,307
| +145% | +$1.99M | 0.01% | 690 |
|
|
2025
Q1 | $1.42M | Sell |
47,732
-46,158
| -49% | -$1.63M | 0.01% | 966 |
|
|
2024
Q4 | $3.37M | Buy |
93,890
+6,949
| +8% | +$272K | 0.01% | 580 |
|
|
2024
Q3 | $3.52M | Buy |
86,941
+1,389
| +2% | +$59.2K | 0.02% | 530 |
|
|
2024
Q2 | $4M | Buy |
85,552
+28,653
| +50% | +$1.26M | 0.02% | 469 |
|
|
2024
Q1 | $2.41M | Buy |
56,899
+54,948
| +2,816% | +$2.14M | 0.01% | 571 |
|
|
2023
Q4 | $81K | Sell |
1,951
-546
| -22% | -$21K | ﹤0.01% | 1877 |
|
|
2023
Q3 | $106K | Sell |
2,497
-11
| -0.4% | -$541 | ﹤0.01% | 1586 |
|
|
2023
Q2 | $141K | Buy |
2,508
+147
| +6% | +$7.61K | ﹤0.01% | 1392 |
|
|
2023
Q1 | $117K | Buy |
2,361
+11
| +0.5% | +$557 | ﹤0.01% | 1414 |
|
|
2022
Q4 | $111K | Buy |
2,350
+58
| +3% | +$2.72K | ﹤0.01% | 1337 |
|
|
2022
Q3 | $95K | Sell |
2,292
-132
| -5% | -$5.98K | ﹤0.01% | 1351 |
|
|
2022
Q2 | $103K | Buy |
2,424
+408
| +20% | +$22.9K | ﹤0.01% | 1304 |
|
|
2022
Q1 | $156K | Buy |
2,016
+335
| +20% | +$22.9K | ﹤0.01% | 1147 |
|
|
2021
Q4 | $131K | Buy |
+1,681
| New | +$136K | ﹤0.01% | 1198 |
|
|
2021
Q2 | $134K | Hold |
1,590
| – | – | ﹤0.01% | 1031 |
|
|
2021
Q1 | $134K | Hold |
1,590
| – | – | ﹤0.01% | 1031 |
|
|
2020
Q4 | $134K | Hold |
1,590
| – | – | ﹤0.01% | 1031 |
|
|
2020
Q3 | $134K | Hold |
1,590
| – | – | ﹤0.01% | 1031 |
|
|
2020
Q2 | $134K | Hold |
1,590
| – | – | ﹤0.01% | 1031 |
|
|
2020
Q1 | $134K | Hold |
1,590
| – | – | ﹤0.01% | 1031 |
|
|
2019
Q4 | $134K | Hold |
1,590
| – | – | ﹤0.01% | 1031 |
|
|
2019
Q3 | $134K | Hold |
1,590
| – | – | ﹤0.01% | 1031 |
|
|
2019
Q2 | $134K | Hold |
1,590
| – | – | ﹤0.01% | 1031 |
|
|
2019
Q1 | $134K | Buy |
1,590
+810
| +104% | +$38.8K | ﹤0.01% | 1031 |
|
|
2018
Q4 | $30K | Buy |
780
+742
| +1,953% | +$32.2K | ﹤0.01% | 1013 |
|
|
2018
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 1509 |
|
|
2018
Q2 | $2K | Sell |
38
-38
| -50% | -$1.8K | ﹤0.01% | 1360 |
|
|
2018
Q1 | $4K | Hold |
76
| – | – | ﹤0.01% | 1035 |
|
|
2017
Q4 | $5K | Buy |
76
+38
| +100% | +$2.42K | ﹤0.01% | 1075 |
|
|
2017
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 1271 |
|
|
2017
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 995 |
|
|
2017
Q1 | $2K | Buy |
+38
| New | +$1.39K | ﹤0.01% | 973 |
|
Other funds holding CGNX
VPM
VCM
DGI
Carson Wealth (CWM LLC)'s CGNX Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Cognex (CGNX) stake by 4.7% in Q1 2026, buying an estimated $350K and bringing the position to 165,494 shares worth $8.11M. The position accounts for 0.02% of the portfolio, ranked #628.
Carson Wealth (CWM LLC) first reported a position in CGNX in Q1 2017 and has held it in 36 quarters since. 572 funds tracked by Wall St. Rank hold CGNX as of Q1 2026.
- Carson Wealth (CWM LLC) held 165,494 shares of Cognex worth $8.11M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 7,504 Cognex shares in Q1 2026, an estimated $350K.
- Cognex made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #628 holding.
- Carson Wealth (CWM LLC) first reported a position in Cognex in Q1 2017 and has held it in 36 quarters since.
- 572 funds tracked by Wall St. Rank held Cognex as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.