Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FCOM Stock Details FCOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$53.1K Buy
780
+517
+197% +$37.2K ﹤0.01% 3777
2025
Q4 		$19K Buy
263
+63
+32% +$4.47K ﹤0.01% 4197
2025
Q3 		$14K Hold
200
– – ﹤0.01% 4307
2025
Q2 		$13K Buy
200
+100
+100% +$5.83K ﹤0.01% 4158
2025
Q1 		$6K Hold
100
– – ﹤0.01% 4357
2024
Q4 		$6K Sell
100
-601
-86% -$34.7K ﹤0.01% 4109
2024
Q3 		$39K Sell
701
-2,253
-76% -$118K ﹤0.01% 2881
2024
Q2 		$154K Sell
2,954
-47
-2% -$2.36K ﹤0.01% 1724
2024
Q1 		$149K Buy
3,001
+1,013
+51% +$48K ﹤0.01% 1659
2023
Q4 		$89K Sell
1,988
-2,248
-53% -$93.8K ﹤0.01% 1830
2023
Q3 		$168K Sell
4,236
-182
-4% -$7.44K ﹤0.01% 1377
2023
Q2 		$178K Sell
4,418
-6,157
-58% -$234K ﹤0.01% 1298
2023
Q1 		$387K Buy
10,575
+8,325
+370% +$290K ﹤0.01% 971
2022
Q4 		$70K Buy
+2,250
New +$71.8K ﹤0.01% 1541
2022
Q3 		– Sell
-102
Closed -$4K – 3988
2022
Q2 		$4K Sell
102
-80
-44% -$3.15K ﹤0.01% 3075
2022
Q1 		$8K Buy
182
+70
+63% +$3.25K ﹤0.01% 2613
2021
Q4 		$6K Buy
+112
New +$5.9K ﹤0.01% 2629
2019
Q1 		– Sell
-102
Closed -$3K – 3035
2018
Q4 		$3K Buy
+102
New +$3.09K ﹤0.01% 1653

Other funds holding FCOM

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Fidelity MSCI Communication Services Index ETF (FCOM) stake by 197% in Q1 2026, buying an estimated $37.2K and bringing the position to 780 shares worth $53.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3777.

Carson Wealth (CWM LLC) first reported a position in FCOM in Q4 2018 and has held it in 18 quarters since. The position peaked at $387K in Q1 2023. 200 funds tracked by Wall St. Rank hold FCOM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 780 shares of Fidelity MSCI Communication Services Index ETF worth $53.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 517 Fidelity MSCI Communication Services Index ETF shares in Q1 2026, an estimated $37.2K.
  • Fidelity MSCI Communication Services Index ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3777 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2018 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Fidelity MSCI Communication Services Index ETF position peaked at $387K in Q1 2023.
  • 200 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2026.

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