Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s GSK GSK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GSK Stock Details GSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.5M Sell
154,094
-1,572
-1% -$85.2K 0.02% 609
2025
Q4 		$7.63M Sell
155,666
-3,701
-2% -$173K 0.02% 619
2025
Q3 		$6.88M Buy
159,367
+3,648
+2% +$142K 0.02% 597
2025
Q2 		$5.98M Buy
155,719
+4,507
+3% +$172K 0.02% 533
2025
Q1 		$5.86M Sell
151,212
-2,340
-2% -$85.7K 0.02% 480
2024
Q4 		$5.19M Sell
153,552
-10,073
-6% -$363K 0.02% 467
2024
Q3 		$6.69M Sell
163,625
-10,148
-6% -$415K 0.03% 386
2024
Q2 		$6.69M Sell
173,773
-11,160
-6% -$469K 0.03% 366
2024
Q1 		$7.93M Sell
184,933
-14,389
-7% -$593K 0.04% 331
2023
Q4 		$7.39M Sell
199,322
-5,594
-3% -$201K 0.04% 327
2023
Q3 		$7.43M Sell
204,916
-1,788
-0.9% -$63.5K 0.05% 289
2023
Q2 		$7.37M Sell
206,704
-13,086
-6% -$469K 0.05% 276
2023
Q1 		$7.82M Buy
219,790
+2,629
+1% +$92K 0.05% 250
2022
Q4 		$7.63M Buy
217,161
+7,563
+4% +$252K 0.06% 237
2022
Q3 		$6.17M Buy
209,598
+38,436
+22% +$1.46M 0.05% 256
2022
Q2 		$9.31M Buy
171,162
+8,462
+5% +$467K 0.07% 205
2022
Q1 		$8.86M Buy
162,700
+2,093
+1% +$114K 0.06% 219
2021
Q4 		$8.85M Buy
+160,607
New +$8.35M 0.06% 226
2021
Q2 		$7.95M Hold
159,808
– – 0.06% 232
2021
Q1 		$7.95M Hold
159,808
– – 0.06% 232
2020
Q4 		$7.95M Hold
159,808
– – 0.06% 232
2020
Q3 		$7.95M Hold
159,808
– – 0.06% 232
2020
Q2 		$7.95M Hold
159,808
– – 0.06% 232
2020
Q1 		$7.95M Hold
159,808
– – 0.06% 232
2019
Q4 		$7.95M Hold
159,808
– – 0.06% 232
2019
Q3 		$7.95M Hold
159,808
– – 0.06% 232
2019
Q2 		$7.95M Hold
159,808
– – 0.06% 232
2019
Q1 		$7.95M Buy
159,808
+157,530
+6,915% +$7.87M 0.06% 232
2018
Q4 		$109K Buy
2,278
+484
+27% +$23.8K ﹤0.01% 707
2018
Q3 		$90K Buy
1,794
+195
+12% +$9.91K ﹤0.01% 636
2018
Q2 		$81K Buy
1,599
+126
+9% +$6.35K ﹤0.01% 556
2018
Q1 		$72K Sell
1,473
-273
-16% -$12.7K ﹤0.01% 498
2017
Q4 		$77K Sell
1,746
-277
-14% -$12.8K ﹤0.01% 455
2017
Q3 		$103K Buy
2,023
+574
+40% +$29.1K ﹤0.01% 412
2017
Q2 		$78K Hold
1,449
– – ﹤0.01% 412
2017
Q1 		$76K Sell
1,449
-27
-2% -$1.37K ﹤0.01% 388
2016
Q4 		$71K Sell
1,476
-198
-12% -$9.78K ﹤0.01% 392
2016
Q3 		$90K Buy
1,674
+28
+2% +$1.53K 0.01% 349
2016
Q2 		$89K Buy
1,646
+1,619
+5,996% +$85.3K 0.01% 318
2016
Q1 		$1K Sell
27
-34
-56% -$1.69K ﹤0.01% 707
2015
Q4 		$3K Buy
61
+3
+5% +$153 ﹤0.01% 574
2015
Q3 		$3K Buy
+58
New +$3.02K ﹤0.01% 549
2014
Q1 		– Sell
-18,943
Closed -$1.26M – 290
2013
Q4 		$1.26M Buy
18,943
+9,761
+106% +$633K 0.2% 79
2013
Q3 		$576K Buy
+9,182
New +$591K 0.15% 96

Other funds holding GSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its GSK (GSK) stake by 1% in Q1 2026, selling an estimated $85.2K and leaving 154,094 shares worth $8.5M. The position accounts for 0.02% of the portfolio, ranked #609.

Carson Wealth (CWM LLC) first reported a position in GSK in Q3 2013 and has held it in 44 quarters since. The position peaked at $9.31M in Q2 2022. 1,034 funds tracked by Wall St. Rank hold GSK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 154,094 shares of GSK worth $8.5M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,572 GSK shares in Q1 2026, an estimated $85.2K.
  • GSK made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #609 holding.
  • Carson Wealth (CWM LLC) first reported a position in GSK in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s GSK position peaked at $9.31M in Q2 2022.
  • 1,034 funds tracked by Wall St. Rank held GSK as of Q1 2026.

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