Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Check Point Software Technologies CHKP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CHKP Stock Details CHKP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.84M Sell
33,914
-349
-1% -$58.4K 0.01% 827
2025
Q4 		$6.36M Sell
34,263
-288
-0.8% -$55.7K 0.02% 687
2025
Q3 		$7.15M Buy
34,551
+192
+0.6% +$38.7K 0.02% 585
2025
Q2 		$7.6M Sell
34,359
-971
-3% -$214K 0.03% 470
2025
Q1 		$8.05M Sell
35,330
-2,752
-7% -$583K 0.03% 399
2024
Q4 		$7.11M Sell
38,082
-4,128
-10% -$777K 0.03% 397
2024
Q3 		$8.14M Sell
42,210
-3,759
-8% -$688K 0.04% 344
2024
Q2 		$7.58M Sell
45,969
-1,289
-3% -$201K 0.04% 337
2024
Q1 		$7.75M Sell
47,258
-3,780
-7% -$606K 0.04% 336
2023
Q4 		$7.8M Sell
51,038
-2,897
-5% -$409K 0.04% 316
2023
Q3 		$7.19M Sell
53,935
-5,190
-9% -$682K 0.04% 295
2023
Q2 		$7.43M Sell
59,125
-5,550
-9% -$699K 0.05% 274
2023
Q1 		$8.41M Sell
64,675
-2,290
-3% -$291K 0.06% 238
2022
Q4 		$8.45M Sell
66,965
-1,234
-2% -$154K 0.06% 219
2022
Q3 		$7.64M Buy
68,199
+2,578
+4% +$312K 0.06% 223
2022
Q2 		$7.99M Buy
65,621
+1,649
+3% +$212K 0.06% 229
2022
Q1 		$8.85M Buy
63,972
+910
+1% +$119K 0.06% 220
2021
Q4 		$7.35M Buy
+63,062
New +$7.31M 0.05% 256
2021
Q2 		$7.42M Hold
63,872
– – 0.06% 240
2021
Q1 		$7.42M Hold
63,872
– – 0.06% 240
2020
Q4 		$7.42M Hold
63,872
– – 0.06% 240
2020
Q3 		$7.42M Hold
63,872
– – 0.06% 240
2020
Q2 		$7.42M Hold
63,872
– – 0.06% 240
2020
Q1 		$7.42M Hold
63,872
– – 0.06% 240
2019
Q4 		$7.42M Hold
63,872
– – 0.06% 240
2019
Q3 		$7.42M Hold
63,872
– – 0.06% 240
2019
Q2 		$7.42M Hold
63,872
– – 0.06% 240
2019
Q1 		$7.42M Buy
63,872
+52,620
+468% +$6.12M 0.06% 240
2018
Q4 		$1.16M Buy
11,252
+8,873
+373% +$974K 0.03% 363
2018
Q3 		$280K Buy
2,379
+2,292
+2,634% +$260K 0.01% 453
2018
Q2 		$8K Buy
87
+62
+248% +$6.14K ﹤0.01% 1055
2018
Q1 		$2K Buy
+25
New +$2.58K ﹤0.01% 1155

Other funds holding CHKP

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Check Point Software Technologies (CHKP) stake by 1% in Q1 2026, selling an estimated $58.4K and leaving 33,914 shares worth $4.84M. The position accounts for 0.01% of the portfolio, ranked #827.

Carson Wealth (CWM LLC) first reported a position in CHKP in Q1 2018 and has held it in 32 quarters since. The position peaked at $8.85M in Q1 2022. 701 funds tracked by Wall St. Rank hold CHKP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 33,914 shares of Check Point Software Technologies worth $4.84M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 349 Check Point Software Technologies shares in Q1 2026, an estimated $58.4K.
  • Check Point Software Technologies made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #827 holding.
  • Carson Wealth (CWM LLC) first reported a position in Check Point Software Technologies in Q1 2018 and has held it in 32 quarters since.
  • Carson Wealth (CWM LLC)'s Check Point Software Technologies position peaked at $8.85M in Q1 2022.
  • 701 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q1 2026.

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