Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Goldman Sachs GS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.1M Sell
39,162
-1,247
-3% -$1.11M 0.09% 219
2025
Q4 		$35.5M Buy
40,409
+14,856
+58% +$12.1M 0.1% 190
2025
Q3 		$20.3M Buy
25,553
+10,500
+70% +$7.78M 0.06% 274
2025
Q2 		$10.7M Sell
15,053
-10
-0.1% -$5.79K 0.04% 379
2025
Q1 		$8.23M Buy
15,063
+532
+4% +$320K 0.03% 393
2024
Q4 		$8.32M Buy
14,531
+61
+0.4% +$34K 0.03% 356
2024
Q3 		$7.16M Sell
14,470
-267
-2% -$131K 0.03% 369
2024
Q2 		$6.67M Sell
14,737
-4,019
-21% -$1.76M 0.03% 367
2024
Q1 		$7.83M Sell
18,756
-891
-5% -$346K 0.04% 335
2023
Q4 		$7.58M Sell
19,647
-962
-5% -$321K 0.04% 320
2023
Q3 		$6.67M Buy
20,609
+88
+0.4% +$29.4K 0.04% 313
2023
Q2 		$6.62M Buy
20,521
+713
+4% +$234K 0.04% 292
2023
Q1 		$6.48M Buy
19,808
+879
+5% +$306K 0.04% 277
2022
Q4 		$6.5M Buy
18,929
+1,585
+9% +$552K 0.05% 263
2022
Q3 		$5.08M Buy
17,344
+1,619
+10% +$525K 0.04% 278
2022
Q2 		$4.67M Buy
15,725
+354
+2% +$110K 0.04% 299
2022
Q1 		$5.07M Buy
15,371
+6,536
+74% +$2.31M 0.04% 297
2021
Q4 		$3.38M Buy
+8,835
New +$3.5M 0.02% 344
2021
Q2 		$3.12M Hold
8,216
– – 0.02% 344
2021
Q1 		$3.12M Hold
8,216
– – 0.02% 344
2020
Q4 		$3.12M Hold
8,216
– – 0.02% 344
2020
Q3 		$3.12M Hold
8,216
– – 0.02% 344
2020
Q2 		$3.12M Hold
8,216
– – 0.02% 344
2020
Q1 		$3.12M Hold
8,216
– – 0.02% 344
2019
Q4 		$3.12M Hold
8,216
– – 0.02% 344
2019
Q3 		$3.12M Hold
8,216
– – 0.02% 344
2019
Q2 		$3.12M Hold
8,216
– – 0.02% 344
2019
Q1 		$3.12M Buy
8,216
+7,680
+1,433% +$1.48M 0.02% 344
2018
Q4 		$90K Buy
536
+107
+25% +$21.6K ﹤0.01% 747
2018
Q3 		$96K Buy
429
+152
+55% +$35.4K ﹤0.01% 630
2018
Q2 		$61K Sell
277
-17
-6% -$4.05K ﹤0.01% 598
2018
Q1 		$74K Buy
294
+149
+103% +$38.8K ﹤0.01% 495
2017
Q4 		$37K Buy
145
+18
+14% +$4.42K ﹤0.01% 580
2017
Q3 		$30K Sell
127
-19
-13% -$4.29K ﹤0.01% 622
2017
Q2 		$32K Sell
146
-31
-18% -$6.89K ﹤0.01% 558
2017
Q1 		$41K Sell
177
-204
-54% -$49.3K ﹤0.01% 490
2016
Q4 		$91K Buy
381
+123
+48% +$25K 0.01% 362
2016
Q3 		$42K Buy
258
+250
+3,125% +$40.6K ﹤0.01% 436
2016
Q2 		$1K Buy
+8
New +$1.25K ﹤0.01% 743
2016
Q1 		– Sell
-12
Closed -$2K – 777
2015
Q4 		$2K Buy
+12
New +$2.23K ﹤0.01% 596
2014
Q1 		– Sell
-44
Closed -$8K – 288
2013
Q4 		$8K Hold
44
– – ﹤0.01% 470
2013
Q3 		$7K Buy
+44
New +$7.08K ﹤0.01% 350

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Goldman Sachs (GS) stake by 3.1% in Q1 2026, selling an estimated $1.11M and leaving 39,162 shares worth $33.1M. The position accounts for 0.09% of the portfolio, ranked #219.

Carson Wealth (CWM LLC) first reported a position in GS in Q3 2013 and has held it in 42 quarters since. The position peaked at $35.5M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 39,162 shares of Goldman Sachs worth $33.1M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,247 Goldman Sachs shares in Q1 2026, an estimated $1.11M.
  • Goldman Sachs made up 0.09% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #219 holding.
  • Carson Wealth (CWM LLC) first reported a position in Goldman Sachs in Q3 2013 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s Goldman Sachs position peaked at $35.5M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

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