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
2014
Q1 		– Sell
-182
Closed -$23K – 289
2013
Q4 		$23K Buy
+182
New +$11.8K ﹤0.01% 355

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 $182B AUM 14.68% 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 $70.5B AUM 36% 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 $1.66T AUM 25.57% 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. 1,033 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.
  • 1,033 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.