Carson Wealth (CWM LLC)’s Equinix EQIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.5M | Buy |
11,693
+5,240
| +81% | +$4.66M | 0.03% | 497 |
|
|
2025
Q4 | $4.94M | Buy |
6,453
+2,909
| +82% | +$2.28M | 0.01% | 778 |
|
|
2025
Q3 | $2.78M | Buy |
3,544
+722
| +26% | +$564K | 0.01% | 953 |
|
|
2025
Q2 | $2.25M | Buy |
2,822
+1,038
| +58% | +$881K | 0.01% | 906 |
|
|
2025
Q1 | $1.46M | Buy |
1,784
+36
| +2% | +$32.4K | 0.01% | 951 |
|
|
2024
Q4 | $1.65M | Buy |
1,748
+46
| +3% | +$42.3K | 0.01% | 857 |
|
|
2024
Q3 | $1.51M | Buy |
1,702
+90
| +6% | +$73.7K | 0.01% | 829 |
|
|
2024
Q2 | $1.22M | Buy |
1,612
+175
| +12% | +$133K | 0.01% | 805 |
|
|
2024
Q1 | $1.19M | Buy |
1,437
+52
| +4% | +$43.7K | 0.01% | 795 |
|
|
2023
Q4 | $1.12M | Buy |
1,385
+106
| +8% | +$81.4K | 0.01% | 759 |
|
|
2023
Q3 | $929K | Buy |
1,279
+78
| +6% | +$60.4K | 0.01% | 787 |
|
|
2023
Q2 | $941K | Buy |
1,201
+205
| +21% | +$150K | 0.01% | 737 |
|
|
2023
Q1 | $718K | Buy |
996
+209
| +27% | +$147K | ﹤0.01% | 771 |
|
|
2022
Q4 | $516K | Buy |
787
+97
| +14% | +$59.9K | ﹤0.01% | 802 |
|
|
2022
Q3 | $393K | Sell |
690
-195
| -22% | -$127K | ﹤0.01% | 819 |
|
|
2022
Q2 | $582K | Buy |
885
+335
| +61% | +$232K | ﹤0.01% | 697 |
|
|
2022
Q1 | $408K | Buy |
550
+291
| +112% | +$209K | ﹤0.01% | 786 |
|
|
2021
Q4 | $219K | Buy |
+259
| New | +$208K | ﹤0.01% | 989 |
|
|
2021
Q2 | $113K | Hold |
141
| – | – | ﹤0.01% | 1093 |
|
|
2021
Q1 | $113K | Hold |
141
| – | – | ﹤0.01% | 1093 |
|
|
2020
Q4 | $113K | Hold |
141
| – | – | ﹤0.01% | 1093 |
|
|
2020
Q3 | $113K | Hold |
141
| – | – | ﹤0.01% | 1093 |
|
|
2020
Q2 | $113K | Hold |
141
| – | – | ﹤0.01% | 1093 |
|
|
2020
Q1 | $113K | Hold |
141
| – | – | ﹤0.01% | 1093 |
|
|
2019
Q4 | $113K | Hold |
141
| – | – | ﹤0.01% | 1093 |
|
|
2019
Q3 | $113K | Hold |
141
| – | – | ﹤0.01% | 1093 |
|
|
2019
Q2 | $113K | Hold |
141
| – | – | ﹤0.01% | 1093 |
|
|
2019
Q1 | $113K | Buy |
141
+34
| +32% | +$13.8K | ﹤0.01% | 1093 |
|
|
2018
Q4 | $38K | Buy |
107
+22
| +26% | +$8.57K | ﹤0.01% | 948 |
|
|
2018
Q3 | $37K | Hold |
85
| – | – | ﹤0.01% | 806 |
|
|
2018
Q2 | $37K | Buy |
85
+20
| +31% | +$8.08K | ﹤0.01% | 700 |
|
|
2018
Q1 | $27K | Sell |
65
-12
| -16% | -$5.05K | ﹤0.01% | 655 |
|
|
2017
Q4 | $35K | Sell |
77
-32
| -29% | -$14.8K | ﹤0.01% | 591 |
|
|
2017
Q3 | $49K | Buy |
+109
| New | +$48.8K | ﹤0.01% | 533 |
|
|
2017
Q1 | – | Sell |
-17
| Closed | -$6K | – | 1211 |
|
|
2016
Q4 | $6K | Buy |
+17
| New | +$5.94K | ﹤0.01% | 817 |
|
Other funds holding EQIX
VCM
VPM
Carson Wealth (CWM LLC)'s EQIX Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Equinix (EQIX) stake by 81% in Q1 2026, buying an estimated $4.66M and bringing the position to 11,693 shares worth $11.5M. The position accounts for 0.03% of the portfolio, ranked #497.
Carson Wealth (CWM LLC) first reported a position in EQIX in Q4 2016 and has held it in 35 quarters since. 1,287 funds tracked by Wall St. Rank hold EQIX as of Q1 2026.
- Carson Wealth (CWM LLC) held 11,693 shares of Equinix worth $11.5M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 5,240 Equinix shares in Q1 2026, an estimated $4.66M.
- Equinix made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #497 holding.
- Carson Wealth (CWM LLC) first reported a position in Equinix in Q4 2016 and has held it in 35 quarters since.
- 1,287 funds tracked by Wall St. Rank held Equinix as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.