Carson Wealth (CWM LLC)
FIS icon

Carson Wealth (CWM LLC)’s Fidelity National Information Services FIS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FIS Stock Details FIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.96M Buy
148,287
+123,293
+493% +$6.63M 0.02% 684
2025
Q4 		$1.66M Buy
24,994
+9,315
+59% +$614K ﹤0.01% 1229
2025
Q3 		$1.03M Sell
15,679
-19,558
-56% -$1.43M ﹤0.01% 1385
2025
Q2 		$2.87M Buy
35,237
+21,999
+166% +$1.71M 0.01% 807
2025
Q1 		$989K Sell
13,238
-12,301
-48% -$925K ﹤0.01% 1132
2024
Q4 		$2.06M Buy
25,539
+577
+2% +$49.7K 0.01% 772
2024
Q3 		$2.09M Buy
24,962
+11,668
+88% +$921K 0.01% 689
2024
Q2 		$1M Buy
13,294
+3,165
+31% +$234K ﹤0.01% 882
2024
Q1 		$751K Buy
10,129
+2,647
+35% +$172K ﹤0.01% 973
2023
Q4 		$449K Sell
7,482
-2,062
-22% -$113K ﹤0.01% 1104
2023
Q3 		$527K Buy
9,544
+1,758
+23% +$101K ﹤0.01% 962
2023
Q2 		$426K Buy
7,786
+1,098
+16% +$60.4K ﹤0.01% 989
2023
Q1 		$363K Sell
6,688
-4,016
-38% -$261K ﹤0.01% 994
2022
Q4 		$726K Buy
10,704
+5,476
+105% +$389K 0.01% 698
2022
Q3 		$395K Sell
5,228
-1,814
-26% -$169K ﹤0.01% 818
2022
Q2 		$646K Buy
7,042
+3,446
+96% +$342K 0.01% 672
2022
Q1 		$361K Buy
3,596
+1,411
+65% +$148K ﹤0.01% 822
2021
Q4 		$238K Buy
+2,185
New +$247K ﹤0.01% 951
2021
Q2 		$175K Hold
1,238
– – ﹤0.01% 943
2021
Q1 		$175K Hold
1,238
– – ﹤0.01% 943
2020
Q4 		$175K Hold
1,238
– – ﹤0.01% 943
2020
Q3 		$175K Hold
1,238
– – ﹤0.01% 943
2020
Q2 		$175K Hold
1,238
– – ﹤0.01% 943
2020
Q1 		$175K Hold
1,238
– – ﹤0.01% 943
2019
Q4 		$175K Hold
1,238
– – ﹤0.01% 943
2019
Q3 		$175K Hold
1,238
– – ﹤0.01% 943
2019
Q2 		$175K Hold
1,238
– – ﹤0.01% 943
2019
Q1 		$175K Buy
1,238
+1,142
+1,190% +$122K ﹤0.01% 943
2018
Q4 		$10K Sell
96
-42
-30% -$4.38K ﹤0.01% 1325
2018
Q3 		$15K Buy
138
+25
+22% +$2.69K ﹤0.01% 1032
2018
Q2 		$12K Sell
113
-50
-31% -$5.09K ﹤0.01% 949
2018
Q1 		$16K Buy
163
+45
+38% +$4.41K ﹤0.01% 750
2017
Q4 		$11K Sell
118
-16
-12% -$1.5K ﹤0.01% 853
2017
Q3 		$12K Buy
134
+74
+123% +$6.72K ﹤0.01% 842
2017
Q2 		$5K Sell
60
-29
-33% -$2.43K ﹤0.01% 879
2017
Q1 		$7K Sell
89
-562
-86% -$45.2K ﹤0.01% 815
2016
Q4 		$49K Sell
651
-258,732
-100% -$19.7M ﹤0.01% 449
2016
Q3 		$20M Buy
259,383
+44,383
+21% +$3.47M 1.38% 16
2016
Q2 		$15.8M Buy
215,000
+43,519
+25% +$3.06M 1.16% 23
2016
Q1 		$10.9M Buy
171,481
+35,134
+26% +$2.11M 0.95% 34
2015
Q4 		$8.26M Buy
136,347
+16,914
+14% +$1.12M 0.81% 49
2015
Q3 		$8.01M Sell
119,433
-5,988
-5% -$399K 0.81% 51
2015
Q2 		$7.75M Buy
125,421
+19,640
+19% +$1.26M 0.74% 53
2015
Q1 		$7.2M Buy
105,781
+34,947
+49% +$2.28M 0.73% 49
2014
Q4 		$4.41M Buy
70,834
+53,879
+318% +$3.17M 0.53% 64
2014
Q3 		$955K Buy
16,955
+12,465
+278% +$704K 0.14% 131
2014
Q2 		$246K Buy
+4,490
New +$241K 0.04% 161

Other funds holding FIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Fidelity National Information Services (FIS) stake by 493% in Q1 2026, buying an estimated $6.63M and bringing the position to 148,287 shares worth $6.96M. The position accounts for 0.02% of the portfolio, ranked #684.

Carson Wealth (CWM LLC) first reported a position in FIS in Q2 2014 and has held it in 47 quarters since. The position peaked at $20M in Q3 2016. 941 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 148,287 shares of Fidelity National Information Services worth $6.96M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 123,293 Fidelity National Information Services shares in Q1 2026, an estimated $6.63M.
  • Fidelity National Information Services made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #684 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity National Information Services in Q2 2014 and has held it in 47 quarters since.
  • Carson Wealth (CWM LLC)'s Fidelity National Information Services position peaked at $20M in Q3 2016.
  • 941 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

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