Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s CoreCivic CXW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CXW Stock Details CXW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.4K Buy
1,556
+265
+21% +$5K ﹤0.01% 4178
2025
Q4 		$25K Sell
1,291
-3,814
-75% -$69.9K ﹤0.01% 4038
2025
Q3 		$104K Buy
5,105
+2,919
+134% +$60.5K ﹤0.01% 2959
2025
Q2 		$46K Buy
2,186
+972
+80% +$21K ﹤0.01% 3342
2025
Q1 		$25K Buy
1,214
+320
+36% +$6.44K ﹤0.01% 3509
2024
Q4 		$19K Buy
894
+221
+33% +$4.04K ﹤0.01% 3464
2024
Q3 		$9K Buy
673
+349
+108% +$4.65K ﹤0.01% 3818
2024
Q2 		$4K Buy
324
+293
+945% +$4.28K ﹤0.01% 3941
2024
Q1 		$0 Buy
31
+6
+24% +$87 ﹤0.01% 4385
2023
Q4 		$0 Hold
25
– – ﹤0.01% 4197
2023
Q3 		$0 Hold
25
– – ﹤0.01% 4231
2023
Q2 		$0 Sell
25
-66
-73% -$599 ﹤0.01% 4213
2023
Q1 		$1K Sell
91
-45
-33% -$462 ﹤0.01% 3804
2022
Q4 		$2K Buy
136
+58
+74% +$644 ﹤0.01% 3523
2022
Q3 		$1K Buy
+78
New +$788 ﹤0.01% 3622
2019
Q1 		– Sell
-119
Closed -$2K – 2994
2018
Q4 		$2K Sell
119
-50
-30% -$1.1K ﹤0.01% 1730
2018
Q3 		$4K Buy
+169
New +$4.22K ﹤0.01% 1383

Other funds holding CXW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its CoreCivic (CXW) stake by 21% in Q1 2026, buying an estimated $5K and bringing the position to 1,556 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4178.

Carson Wealth (CWM LLC) first reported a position in CXW in Q3 2018 and has held it in 17 quarters since. The position peaked at $104K in Q3 2025. 244 funds tracked by Wall St. Rank hold CXW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,556 shares of CoreCivic worth $29.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 265 CoreCivic shares in Q1 2026, an estimated $5K.
  • CoreCivic made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4178 holding.
  • Carson Wealth (CWM LLC) first reported a position in CoreCivic in Q3 2018 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s CoreCivic position peaked at $104K in Q3 2025.
  • 244 funds tracked by Wall St. Rank held CoreCivic as of Q1 2026.

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