Carson Wealth (CWM LLC)
FIX icon

Carson Wealth (CWM LLC)’s Comfort Systems FIX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$48.7M Buy
35,299
+4,979
+16% +$6.32M 0.13% 157
2025
Q4 		$28.3M Buy
30,320
+4,789
+19% +$4.42M 0.08% 228
2025
Q3 		$21.1M Buy
25,531
+8,605
+51% +$5.83M 0.06% 262
2025
Q2 		$9.08M Buy
16,926
+8,655
+105% +$3.77M 0.03% 413
2025
Q1 		$2.67M Buy
8,271
+3,238
+64% +$1.31M 0.01% 732
2024
Q4 		$2.13M Buy
5,033
+1,564
+45% +$687K 0.01% 761
2024
Q3 		$1.35M Buy
3,469
+3,251
+1,491% +$1.07M 0.01% 867
2024
Q2 		$66K Buy
218
+82
+60% +$26.1K ﹤0.01% 2266
2024
Q1 		$43K Buy
136
+19
+16% +$4.85K ﹤0.01% 2396
2023
Q4 		$24K Sell
117
-73
-38% -$13.5K ﹤0.01% 2654
2023
Q3 		$32K Sell
190
-4
-2% -$702 ﹤0.01% 2365
2023
Q2 		$32K Buy
194
+37
+24% +$5.5K ﹤0.01% 2313
2023
Q1 		$23K Sell
157
-31
-16% -$4.02K ﹤0.01% 2399
2022
Q4 		$22K Buy
188
+22
+13% +$2.56K ﹤0.01% 2288
2022
Q3 		$16K Buy
166
+148
+822% +$14.5K ﹤0.01% 2375
2022
Q2 		$1K Sell
18
-92
-84% -$7.91K ﹤0.01% 3541
2022
Q1 		$10K Buy
+110
New +$9.87K ﹤0.01% 2469

Other funds holding FIX

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Comfort Systems (FIX) stake by 16% in Q1 2026, buying an estimated $6.32M and bringing the position to 35,299 shares worth $48.7M. The position accounts for 0.13% of the portfolio, ranked #157.

Carson Wealth (CWM LLC) first reported a position in FIX in Q1 2022 and has held it in 17 quarters since. 1,205 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 35,299 shares of Comfort Systems worth $48.7M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,979 Comfort Systems shares in Q1 2026, an estimated $6.32M.
  • Comfort Systems made up 0.13% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #157 holding.
  • Carson Wealth (CWM LLC) first reported a position in Comfort Systems in Q1 2022 and has held it in 17 quarters since.
  • 1,205 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

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