Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Fox Class A FOXA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FOXA Stock Details FOXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$579K Sell
9,907
-62
-0.6% -$3.96K ﹤0.01% 1906
2025
Q4 		$728K Buy
9,969
+635
+7% +$41.5K ﹤0.01% 1684
2025
Q3 		$589K Buy
9,334
+3,038
+48% +$176K ﹤0.01% 1705
2025
Q2 		$353K Sell
6,296
-367
-6% -$19.4K ﹤0.01% 1764
2025
Q1 		$377K Buy
6,663
+527
+9% +$27.9K ﹤0.01% 1567
2024
Q4 		$298K Buy
6,136
+2,805
+84% +$126K ﹤0.01% 1594
2024
Q3 		$141K Sell
3,331
-23
-0.7% -$893 ﹤0.01% 1970
2024
Q2 		$115K Sell
3,354
-3,600
-52% -$118K ﹤0.01% 1882
2024
Q1 		$217K Sell
6,954
-12,903
-65% -$392K ﹤0.01% 1474
2023
Q4 		$589K Sell
19,857
-32,240
-62% -$975K ﹤0.01% 1001
2023
Q3 		$1.63M Buy
52,097
+50,203
+2,651% +$1.65M 0.01% 596
2023
Q2 		$64K Buy
1,894
+206
+12% +$6.74K ﹤0.01% 1819
2023
Q1 		$57K Buy
1,688
+512
+44% +$17.3K ﹤0.01% 1787
2022
Q4 		$36K Sell
1,176
-3,011
-72% -$91.9K ﹤0.01% 1956
2022
Q3 		$128K Buy
4,187
+2,919
+230% +$98.8K ﹤0.01% 1233
2022
Q2 		$41K Sell
1,268
-14
-1% -$493 ﹤0.01% 1710
2022
Q1 		$51K Buy
1,282
+951
+287% +$38.6K ﹤0.01% 1604
2021
Q4 		$12K Buy
+331
New +$13K ﹤0.01% 2242
2021
Q2 		$2K Hold
58
– – ﹤0.01% 2651
2021
Q1 		$2K Hold
58
– – ﹤0.01% 2651
2020
Q4 		$2K Hold
58
– – ﹤0.01% 2650
2020
Q3 		$2K Hold
58
– – ﹤0.01% 2649
2020
Q2 		$2K Hold
58
– – ﹤0.01% 2648
2020
Q1 		$2K Hold
58
– – ﹤0.01% 2648
2019
Q4 		$2K Hold
58
– – ﹤0.01% 2648
2019
Q3 		$2K Hold
58
– – ﹤0.01% 2648
2019
Q2 		$2K Hold
58
– – ﹤0.01% 2648
2019
Q1 		$2K Buy
+58
New +$2.26K ﹤0.01% 2647

Other funds holding FOXA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Fox Class A (FOXA) stake by 0.62% in Q1 2026, selling an estimated $3.96K and leaving 9,907 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Carson Wealth (CWM LLC) first reported a position in FOXA in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.63M in Q3 2023. 737 funds tracked by Wall St. Rank hold FOXA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,907 shares of Fox Class A worth $579K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 62 Fox Class A shares in Q1 2026, an estimated $3.96K.
  • Fox Class A made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1906 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fox Class A in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Fox Class A position peaked at $1.63M in Q3 2023.
  • 737 funds tracked by Wall St. Rank held Fox Class A as of Q1 2026.

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