Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Fox Class B FOX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FOX Stock Details FOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$426K Buy
8,029
+2,621
+48% +$151K ﹤0.01% 2128
2025
Q4 		$351K Buy
5,408
+1,877
+53% +$110K ﹤0.01% 2153
2025
Q3 		$202K Buy
3,531
+1,443
+69% +$76.2K ﹤0.01% 2432
2025
Q2 		$108K Buy
2,088
+196
+10% +$9.54K ﹤0.01% 2643
2025
Q1 		$100K Buy
1,892
+270
+17% +$13.4K ﹤0.01% 2423
2024
Q4 		$74K Buy
1,622
+295
+22% +$12.4K ﹤0.01% 2485
2024
Q3 		$52K Sell
1,327
-907
-41% -$32.7K ﹤0.01% 2658
2024
Q2 		$72K Sell
2,234
-98
-4% -$2.96K ﹤0.01% 2209
2024
Q1 		$67K Sell
2,332
-154
-6% -$4.31K ﹤0.01% 2114
2023
Q4 		$69K Buy
2,486
+543
+28% +$15.2K ﹤0.01% 1982
2023
Q3 		$56K Buy
1,943
+291
+18% +$8.91K ﹤0.01% 1992
2023
Q2 		$53K Buy
1,652
+402
+32% +$12.2K ﹤0.01% 1936
2023
Q1 		$39K Buy
1,250
+431
+53% +$13.5K ﹤0.01% 2042
2022
Q4 		$23K Sell
819
-1,554
-65% -$44.5K ﹤0.01% 2263
2022
Q3 		$68K Buy
2,373
+1,233
+108% +$38.6K ﹤0.01% 1511
2022
Q2 		$34K Buy
1,140
+501
+78% +$16.3K ﹤0.01% 1813
2022
Q1 		$23K Buy
639
+550
+618% +$20.5K ﹤0.01% 1988
2021
Q4 		$3K Buy
+89
New +$3.26K ﹤0.01% 2971
2021
Q2 		$0 Hold
3
– – ﹤0.01% 2955
2021
Q1 		$0 Hold
3
– – ﹤0.01% 2955
2020
Q4 		$0 Hold
3
– – ﹤0.01% 2953
2020
Q3 		$0 Hold
3
– – ﹤0.01% 2953
2020
Q2 		$0 Hold
3
– – ﹤0.01% 2953
2020
Q1 		$0 Hold
3
– – ﹤0.01% 2953
2019
Q4 		$0 Hold
3
– – ﹤0.01% 2952
2019
Q3 		$0 Hold
3
– – ﹤0.01% 2952
2019
Q2 		$0 Hold
3
– – ﹤0.01% 2952
2019
Q1 		$0 Buy
+3
New +$114 ﹤0.01% 3058

Other funds holding FOX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Fox Class B (FOX) stake by 48% in Q1 2026, buying an estimated $151K and bringing the position to 8,029 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #2128.

Carson Wealth (CWM LLC) first reported a position in FOX in Q1 2019 and has held it in 28 quarters since. 531 funds tracked by Wall St. Rank hold FOX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,029 shares of Fox Class B worth $426K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,621 Fox Class B shares in Q1 2026, an estimated $151K.
  • Fox Class B made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2128 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fox Class B in Q1 2019 and has held it in 28 quarters since.
  • 531 funds tracked by Wall St. Rank held Fox Class B as of Q1 2026.

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