Carson Wealth (CWM LLC)’s Fidelity Magellan ETF FMAG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FMAG Stock Details FMAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.9K	Buy	+471	New	+$15.8K	﹤0.01%	4592
2023 Q3	–	Sell	-1	Closed	–	–	4288
2023 Q2	$0	Hold	1	–	–	﹤0.01%	4258
2023 Q1	$0	Hold	1	–	–	﹤0.01%	4146
2022 Q4	$0	Sell	1 -4	-80%	-$74	﹤0.01%	4058
2022 Q3	$0	Sell	5 -1	-17%	-$20	﹤0.01%	3994
2022 Q2	$0	Hold	6	–	–	﹤0.01%	3885
2022 Q1	$0	Hold	6	–	–	﹤0.01%	3630
2021 Q4	$0	Buy	+6	New	+$147	﹤0.01%	3539
2021 Q2	$0	Hold	5	–	–	﹤0.01%	2954
2021 Q1	$0	Buy	+5	New	+$99	﹤0.01%	2954

Other funds holding FMAG

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Anson Capital Tyrone, Georgia $146M AUM 18.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Fidelity Magellan ETF (FMAG) in Q1 2026: 471 shares worth $14.9K. The stake represents ﹤0.01% of the portfolio and ranks #4592 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in FMAG as recently as Q2 2023.

Carson Wealth (CWM LLC) first reported a position in FMAG in Q1 2021 and has held it in 10 quarters since. 32 funds tracked by Wall St. Rank hold FMAG as of Q1 2026.

Carson Wealth (CWM LLC) held 471 shares of Fidelity Magellan ETF worth $14.9K as of Q1 2026.
Fidelity Magellan ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Fidelity Magellan ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4592 holding.
Carson Wealth (CWM LLC) first reported a position in Fidelity Magellan ETF in Q1 2021 and has held it in 10 quarters since.
32 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q1 2026.

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