Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Edwards Lifesciences EW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.52M Sell
68,976
-20,861
-23% -$1.72M 0.01% 769
2025
Q4 		$7.66M Buy
89,837
+5,921
+7% +$486K 0.02% 616
2025
Q3 		$6.53M Buy
83,916
+43,065
+105% +$3.36M 0.02% 617
2025
Q2 		$3.19M Buy
40,851
+7,935
+24% +$592K 0.01% 755
2025
Q1 		$2.39M Buy
32,916
+8,772
+36% +$628K 0.01% 773
2024
Q4 		$1.79M Buy
24,144
+3,930
+19% +$275K 0.01% 825
2024
Q3 		$1.33M Sell
20,214
-5,302
-21% -$385K 0.01% 875
2024
Q2 		$2.36M Sell
25,516
-3
-0% -$266 0.01% 601
2024
Q1 		$2.44M Buy
25,519
+8,026
+46% +$674K 0.01% 570
2023
Q4 		$1.33M Sell
17,493
-3,835
-18% -$267K 0.01% 692
2023
Q3 		$1.48M Buy
21,328
+73
+0.3% +$5.87K 0.01% 616
2023
Q2 		$2M Buy
21,255
+597
+3% +$51.9K 0.01% 520
2023
Q1 		$1.71M Buy
20,658
+2,354
+13% +$185K 0.01% 508
2022
Q4 		$1.37M Sell
18,304
-123,587
-87% -$9.52M 0.01% 529
2022
Q3 		$11.7M Buy
141,891
+3,557
+3% +$342K 0.09% 176
2022
Q2 		$13.2M Sell
138,334
-8,679
-6% -$898K 0.1% 165
2022
Q1 		$17.3M Sell
147,013
-722
-0.5% -$81K 0.12% 155
2021
Q4 		$19.1M Buy
+147,735
New +$17.2M 0.13% 148
2021
Q2 		$24.8M Hold
239,829
– – 0.2% 105
2021
Q1 		$24.8M Hold
239,829
– – 0.2% 105
2020
Q4 		$24.8M Hold
239,829
– – 0.2% 105
2020
Q3 		$24.8M Hold
239,829
– – 0.2% 105
2020
Q2 		$24.8M Sell
239,829
-479,658
-67% -$34.1M 0.2% 105
2020
Q1 		$24.8M Hold
719,487
– – 0.2% 105
2019
Q4 		$24.8M Hold
719,487
– – 0.2% 105
2019
Q3 		$24.8M Hold
719,487
– – 0.2% 105
2019
Q2 		$24.8M Hold
719,487
– – 0.2% 105
2019
Q1 		$24.8M Buy
719,487
+716,445
+23,552% +$40.9M 0.2% 105
2018
Q4 		$155K Buy
3,042
+558
+22% +$28.2K ﹤0.01% 650
2018
Q3 		$144K Sell
2,484
-21
-0.8% -$1.03K ﹤0.01% 568
2018
Q2 		$122K Buy
2,505
+540
+27% +$25.2K ﹤0.01% 494
2018
Q1 		$91K Sell
1,965
-3
-0.2% -$130 ﹤0.01% 459
2017
Q4 		$74K Buy
1,968
+87
+5% +$3.19K ﹤0.01% 462
2017
Q3 		$69K Buy
1,881
+198
+12% +$7.55K ﹤0.01% 465
2017
Q2 		$66K Sell
1,683
-90
-5% -$3.29K ﹤0.01% 436
2017
Q1 		$56K Sell
1,773
-21
-1% -$657 ﹤0.01% 435
2016
Q4 		$56K Buy
1,794
+285
+19% +$9.23K ﹤0.01% 432
2016
Q3 		$61K Buy
1,509
+1,365
+948% +$51.4K ﹤0.01% 394
2016
Q2 		$5K Hold
144
– – ﹤0.01% 624
2016
Q1 		$4K Hold
144
– – ﹤0.01% 617
2015
Q4 		$4K Hold
144
– – ﹤0.01% 544
2015
Q3 		$3K Buy
+144
New +$3.48K ﹤0.01% 546
2014
Q4 		– Sell
-157,584
Closed -$2.68M – 180
2014
Q3 		$2.68M Buy
157,584
+11,028
+8% +$174K 0.39% 83
2014
Q2 		$2.1M Buy
146,556
+39,522
+37% +$536K 0.38% 80
2014
Q1 		$1.32M Buy
107,034
+32,928
+44% +$380K 0.18% 84
2013
Q4 		$812K Buy
74,106
+23,604
+47% +$266K 0.13% 113
2013
Q3 		$586K Buy
+50,502
New +$591K 0.15% 94

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VCM
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Edwards Lifesciences (EW) stake by 23% in Q1 2026, selling an estimated $1.72M and leaving 68,976 shares worth $5.52M. The position accounts for 0.01% of the portfolio, ranked #769.

Carson Wealth (CWM LLC) first reported a position in EW in Q3 2013 and has held it in 47 quarters since. The position peaked at $24.8M in Q2 2021. 1,287 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 68,976 shares of Edwards Lifesciences worth $5.52M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 20,861 Edwards Lifesciences shares in Q1 2026, an estimated $1.72M.
  • Edwards Lifesciences made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #769 holding.
  • Carson Wealth (CWM LLC) first reported a position in Edwards Lifesciences in Q3 2013 and has held it in 47 quarters since.
  • Carson Wealth (CWM LLC)'s Edwards Lifesciences position peaked at $24.8M in Q2 2021.
  • 1,287 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

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