Carson Wealth (CWM LLC)
CNXN icon

Carson Wealth (CWM LLC)’s PC Connection CNXN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CNXN Stock Details CNXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$117K Sell
2,005
-734
-27% -$43.9K ﹤0.01% 3126
2025
Q4 		$158K Sell
2,739
-4,092
-60% -$244K ﹤0.01% 2748
2025
Q3 		$423K Buy
6,831
+2,605
+62% +$166K ﹤0.01% 1895
2025
Q2 		$278K Buy
4,226
+2,589
+158% +$167K ﹤0.01% 1923
2025
Q1 		$102K Buy
1,637
+659
+67% +$43.8K ﹤0.01% 2410
2024
Q4 		$68K Buy
978
+128
+15% +$9.2K ﹤0.01% 2558
2024
Q3 		$64K Buy
850
+473
+125% +$32.9K ﹤0.01% 2503
2024
Q2 		$24K Buy
377
+357
+1,785% +$23.1K ﹤0.01% 2987
2024
Q1 		$1K Buy
20
+3
+18% +$197 ﹤0.01% 4099
2023
Q4 		$1K Hold
17
– – ﹤0.01% 3919
2023
Q3 		$1K Hold
17
– – ﹤0.01% 3946
2023
Q2 		$1K Sell
17
-21
-55% -$916 ﹤0.01% 3929
2023
Q1 		$2K Sell
38
-29
-43% -$1.32K ﹤0.01% 3628
2022
Q4 		$3K Buy
67
+51
+319% +$2.56K ﹤0.01% 3384
2022
Q3 		$1K Buy
+16
New +$755 ﹤0.01% 3615

Other funds holding CNXN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its PC Connection (CNXN) stake by 27% in Q1 2026, selling an estimated $43.9K and leaving 2,005 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #3126.

Carson Wealth (CWM LLC) first reported a position in CNXN in Q3 2022 and has held it in 15 quarters since. The position peaked at $423K in Q3 2025. 186 funds tracked by Wall St. Rank hold CNXN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,005 shares of PC Connection worth $117K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 734 PC Connection shares in Q1 2026, an estimated $43.9K.
  • PC Connection made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3126 holding.
  • Carson Wealth (CWM LLC) first reported a position in PC Connection in Q3 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s PC Connection position peaked at $423K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held PC Connection as of Q1 2026.

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