Carson Wealth (CWM LLC)’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.13M | Buy |
124,517
+17,860
| +17% | +$1.31M | 0.02% | 626 |
|
|
2025
Q4 | $8.59M | Sell |
106,657
-7,598
| -7% | -$611K | 0.02% | 573 |
|
|
2025
Q3 | $9.38M | Sell |
114,255
-762
| -0.7% | -$66.1K | 0.03% | 492 |
|
|
2025
Q2 | $10.5M | Buy |
115,017
+1,022
| +0.9% | +$91.4K | 0.04% | 384 |
|
|
2025
Q1 | $10.4M | Sell |
113,995
-666
| -0.6% | -$58.1K | 0.04% | 341 |
|
|
2024
Q4 | $9.76M | Sell |
114,661
-7,648
| -6% | -$671K | 0.04% | 327 |
|
|
2024
Q3 | $10.7M | Sell |
122,309
-5,446
| -4% | -$458K | 0.05% | 295 |
|
|
2024
Q2 | $10.1M | Sell |
127,755
-199
| -0.2% | -$16.4K | 0.05% | 292 |
|
|
2024
Q1 | $11.6M | Sell |
127,954
-12,458
| -9% | -$1.14M | 0.06% | 272 |
|
|
2023
Q4 | $12.3M | Sell |
140,412
-5,885
| -4% | -$490K | 0.07% | 246 |
|
|
2023
Q3 | $12.4M | Sell |
146,297
-10,616
| -7% | -$959K | 0.08% | 209 |
|
|
2023
Q2 | $15.5M | Buy |
156,913
+79,371
| +102% | +$7.47M | 0.1% | 181 |
|
|
2023
Q1 | $7.45M | Buy |
77,542
+22
| +0% | +$2.04K | 0.05% | 261 |
|
|
2022
Q4 | $7.05M | Buy |
77,520
+1,072
| +1% | +$91.2K | 0.05% | 250 |
|
|
2022
Q3 | $6.07M | Buy |
76,448
+5,215
| +7% | +$442K | 0.05% | 257 |
|
|
2022
Q2 | $5.93M | Buy |
71,233
+1,828
| +3% | +$151K | 0.05% | 266 |
|
|
2022
Q1 | $5.71M | Buy |
69,405
+36,155
| +109% | +$2.83M | 0.04% | 286 |
|
|
2021
Q4 | $2.49M | Buy |
+33,250
| New | +$2.5M | 0.02% | 389 |
|
|
2021
Q2 | $4.91M | Hold |
63,488
| – | – | 0.04% | 288 |
|
|
2021
Q1 | $4.91M | Hold |
63,488
| – | – | 0.04% | 288 |
|
|
2020
Q4 | $4.91M | Hold |
63,488
| – | – | 0.04% | 288 |
|
|
2020
Q3 | $4.91M | Hold |
63,488
| – | – | 0.04% | 288 |
|
|
2020
Q2 | $4.91M | Hold |
63,488
| – | – | 0.04% | 288 |
|
|
2020
Q1 | $4.91M | Hold |
63,488
| – | – | 0.04% | 288 |
|
|
2019
Q4 | $4.91M | Hold |
63,488
| – | – | 0.04% | 288 |
|
|
2019
Q3 | $4.91M | Hold |
63,488
| – | – | 0.04% | 288 |
|
|
2019
Q2 | $4.91M | Hold |
63,488
| – | – | 0.04% | 288 |
|
|
2019
Q1 | $4.91M | Buy |
63,488
+5,049
| +9% | +$284K | 0.04% | 288 |
|
|
2018
Q4 | $3.42M | Buy |
58,439
+49,137
| +528% | +$3.08M | 0.09% | 202 |
|
|
2018
Q3 | $614K | Buy |
9,302
+9,171
| +7,001% | +$607K | 0.02% | 365 |
|
|
2018
Q2 | $9K | Buy |
131
+89
| +212% | +$5.99K | ﹤0.01% | 1028 |
|
|
2018
Q1 | $3K | Sell |
42
-78
| -65% | -$5.25K | ﹤0.01% | 1091 |
|
|
2017
Q4 | $8K | Buy |
+120
| New | +$7.79K | ﹤0.01% | 936 |
|
Other funds holding DOX
BGC
BIP
VPM
Carson Wealth (CWM LLC)'s DOX Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Amdocs (DOX) stake by 17% in Q1 2026, buying an estimated $1.31M and bringing the position to 124,517 shares worth $8.13M. The position accounts for 0.02% of the portfolio, ranked #626.
Carson Wealth (CWM LLC) first reported a position in DOX in Q4 2017 and has held it in 33 quarters since. The position peaked at $15.5M in Q2 2023. 474 funds tracked by Wall St. Rank hold DOX as of Q1 2026.
- Carson Wealth (CWM LLC) held 124,517 shares of Amdocs worth $8.13M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 17,860 Amdocs shares in Q1 2026, an estimated $1.31M.
- Amdocs made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #626 holding.
- Carson Wealth (CWM LLC) first reported a position in Amdocs in Q4 2017 and has held it in 33 quarters since.
- Carson Wealth (CWM LLC)'s Amdocs position peaked at $15.5M in Q2 2023.
- 474 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.