Carson Wealth (CWM LLC)
FWRD icon

Carson Wealth (CWM LLC)’s Forward Air FWRD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FWRD Stock Details FWRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.2K Buy
2,165
+1,131
+109% +$27.5K ﹤0.01% 4032
2025
Q4 		$26K Buy
1,034
+222
+27% +$5K ﹤0.01% 4015
2025
Q3 		$21K Buy
812
+44
+6% +$1.27K ﹤0.01% 4089
2025
Q2 		$19K Sell
768
-212
-22% -$3.77K ﹤0.01% 3940
2025
Q1 		$20K Buy
980
+220
+29% +$6.07K ﹤0.01% 3670
2024
Q4 		$25K Sell
760
-13
-2% -$454 ﹤0.01% 3285
2024
Q3 		$27K Sell
773
-1
-0.1% -$28 ﹤0.01% 3173
2024
Q2 		$15K Sell
774
-1,888
-71% -$39K ﹤0.01% 3299
2024
Q1 		$83K Buy
2,662
+2,432
+1,057% +$102K ﹤0.01% 1993
2023
Q4 		$14K Sell
230
-439
-66% -$29.6K ﹤0.01% 2984
2023
Q3 		$46K Buy
669
+311
+87% +$27.4K ﹤0.01% 2115
2023
Q2 		$38K Sell
358
-38
-10% -$3.89K ﹤0.01% 2182
2023
Q1 		$43K Sell
396
-84
-18% -$8.82K ﹤0.01% 1968
2022
Q4 		$50K Buy
480
+150
+45% +$15.7K ﹤0.01% 1731
2022
Q3 		$30K Sell
330
-24
-7% -$2.35K ﹤0.01% 1959
2022
Q2 		$33K Buy
354
+150
+74% +$13.9K ﹤0.01% 1835
2022
Q1 		$20K Buy
204
+96
+89% +$10.1K ﹤0.01% 2081
2021
Q4 		$13K Buy
+108
New +$11.1K ﹤0.01% 2200
2021
Q2 		$4K Hold
40
– – ﹤0.01% 2430
2021
Q1 		$4K Hold
40
– – ﹤0.01% 2430
2020
Q4 		$4K Hold
40
– – ﹤0.01% 2429
2020
Q3 		$4K Hold
40
– – ﹤0.01% 2429
2020
Q2 		$4K Hold
40
– – ﹤0.01% 2429
2020
Q1 		$4K Hold
40
– – ﹤0.01% 2429
2019
Q4 		$4K Hold
40
– – ﹤0.01% 2428
2019
Q3 		$4K Hold
40
– – ﹤0.01% 2428
2019
Q2 		$4K Hold
40
– – ﹤0.01% 2428
2019
Q1 		$4K Buy
+40
New +$2.45K ﹤0.01% 2427
2018
Q3 		– Sell
-17
Closed -$1K – 1904
2018
Q2 		$1K Sell
17
-9
-35% -$515 ﹤0.01% 1520
2018
Q1 		$1K Hold
26
– – ﹤0.01% 1270
2017
Q4 		$1K Sell
26
-15
-37% -$858 ﹤0.01% 1349
2017
Q3 		$2K Hold
41
– – ﹤0.01% 1283
2017
Q2 		$2K Sell
41
-27
-40% -$1.38K ﹤0.01% 1003
2017
Q1 		$3K Sell
68
-179
-72% -$8.68K ﹤0.01% 937
2016
Q4 		$12K Sell
247
-244,971
-100% -$11.2M ﹤0.01% 697
2016
Q3 		$10.6M Buy
245,218
+41,890
+21% +$1.9M 0.73% 43
2016
Q2 		$9.05M Buy
203,328
+40,694
+25% +$1.83M 0.66% 51
2016
Q1 		$7.37M Buy
162,634
+15,930
+11% +$671K 0.65% 63
2015
Q4 		$6.31M Buy
146,704
+14,630
+11% +$656K 0.62% 62
2015
Q3 		$5.48M Buy
132,074
+20,134
+18% +$951K 0.55% 66
2015
Q2 		$5.85M Buy
111,940
+16,923
+18% +$891K 0.56% 73
2015
Q1 		$5.16M Buy
95,017
+30,945
+48% +$1.58M 0.52% 74
2014
Q4 		$3.23M Buy
64,072
+43,962
+219% +$2.11M 0.39% 101
2014
Q3 		$902K Buy
20,110
+14,798
+279% +$692K 0.13% 136
2014
Q2 		$254K Buy
+5,312
New +$238K 0.05% 156

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PA
Paralel Advisors Denver, Colorado $2.59B AUM 17.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
MAM
Melqart Asset Management London, United Kingdom $1.05B AUM 111.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Forward Air (FWRD) stake by 109% in Q1 2026, buying an estimated $27.5K and bringing the position to 2,165 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4032.

Carson Wealth (CWM LLC) first reported a position in FWRD in Q2 2014 and has held it in 45 quarters since. The position peaked at $10.6M in Q3 2016. 192 funds tracked by Wall St. Rank hold FWRD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,165 shares of Forward Air worth $36.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,131 Forward Air shares in Q1 2026, an estimated $27.5K.
  • Forward Air made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4032 holding.
  • Carson Wealth (CWM LLC) first reported a position in Forward Air in Q2 2014 and has held it in 45 quarters since.
  • Carson Wealth (CWM LLC)'s Forward Air position peaked at $10.6M in Q3 2016.
  • 192 funds tracked by Wall St. Rank held Forward Air as of Q1 2026.

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