Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Fair Isaac FICO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FICO Stock Details FICO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$495K Sell
464
-6
-1% -$8.23K ﹤0.01% 2017
2025
Q4 		$795K Buy
470
+246
+110% +$423K ﹤0.01% 1637
2025
Q3 		$335K Sell
224
-150
-40% -$226K ﹤0.01% 2036
2025
Q2 		$684K Sell
374
-293
-44% -$550K ﹤0.01% 1451
2025
Q1 		$1.23M Buy
667
+63
+10% +$117K ﹤0.01% 1033
2024
Q4 		$1.2M Buy
604
+58
+11% +$124K 0.01% 991
2024
Q3 		$1.06M Buy
546
+166
+44% +$284K ﹤0.01% 996
2024
Q2 		$566K Buy
380
+138
+57% +$178K ﹤0.01% 1143
2024
Q1 		$302K Buy
242
+29
+14% +$36.3K ﹤0.01% 1329
2023
Q4 		$248K Buy
213
+39
+22% +$39.3K ﹤0.01% 1323
2023
Q3 		$151K Buy
174
+13
+8% +$11.2K ﹤0.01% 1424
2023
Q2 		$130K Buy
161
+15
+10% +$11.2K ﹤0.01% 1439
2023
Q1 		$103K Sell
146
-32
-18% -$21.3K ﹤0.01% 1479
2022
Q4 		$107K Sell
178
-2
-1% -$1.05K ﹤0.01% 1350
2022
Q3 		$74K Buy
180
+67
+59% +$30.4K ﹤0.01% 1477
2022
Q2 		$45K Sell
113
-1
-0.9% -$394 ﹤0.01% 1674
2022
Q1 		$53K Buy
114
+58
+104% +$27.4K ﹤0.01% 1585
2021
Q4 		$24K Buy
+56
New +$22.2K ﹤0.01% 1884
2021
Q2 		$10K Hold
20
– – ﹤0.01% 2101
2021
Q1 		$10K Hold
20
– – ﹤0.01% 2101
2020
Q4 		$10K Hold
20
– – ﹤0.01% 2101
2020
Q3 		$10K Hold
20
– – ﹤0.01% 2101
2020
Q2 		$10K Hold
20
– – ﹤0.01% 2101
2020
Q1 		$10K Hold
20
– – ﹤0.01% 2101
2019
Q4 		$10K Hold
20
– – ﹤0.01% 2101
2019
Q3 		$10K Hold
20
– – ﹤0.01% 2101
2019
Q2 		$10K Hold
20
– – ﹤0.01% 2101
2019
Q1 		$10K Buy
+20
New +$4.7K ﹤0.01% 2101

Other funds holding FICO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Fair Isaac (FICO) stake by 1.3% in Q1 2026, selling an estimated $8.23K and leaving 464 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #2017.

Carson Wealth (CWM LLC) first reported a position in FICO in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.23M in Q1 2025. 854 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 464 shares of Fair Isaac worth $495K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 6 Fair Isaac shares in Q1 2026, an estimated $8.23K.
  • Fair Isaac made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2017 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fair Isaac in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Fair Isaac position peaked at $1.23M in Q1 2025.
  • 854 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

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