Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s GXO Logistics GXO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GXO Stock Details GXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$132K Buy
2,548
+198
+8% +$11.3K ﹤0.01% 3043
2025
Q4 		$124K Buy
2,350
+240
+11% +$12.6K ﹤0.01% 2906
2025
Q3 		$112K Sell
2,110
-57
-3% -$2.93K ﹤0.01% 2898
2025
Q2 		$106K Buy
2,167
+619
+40% +$24.7K ﹤0.01% 2659
2025
Q1 		$60K Sell
1,548
-264
-15% -$11K ﹤0.01% 2820
2024
Q4 		$79K Sell
1,812
-149
-8% -$8.2K ﹤0.01% 2449
2024
Q3 		$102K Buy
1,961
+238
+14% +$12.1K ﹤0.01% 2186
2024
Q2 		$87K Buy
1,723
+160
+10% +$8.07K ﹤0.01% 2058
2024
Q1 		$84K Sell
1,563
-215
-12% -$11.6K ﹤0.01% 1983
2023
Q4 		$109K Buy
1,778
+390
+28% +$21.9K ﹤0.01% 1703
2023
Q3 		$81K Buy
1,388
+76
+6% +$4.75K ﹤0.01% 1756
2023
Q2 		$82K Buy
1,312
+19
+1% +$1.07K ﹤0.01% 1672
2023
Q1 		$65K Sell
1,293
-19
-1% -$945 ﹤0.01% 1727
2022
Q4 		$56K Buy
1,312
+357
+37% +$14.3K ﹤0.01% 1674
2022
Q3 		$33K Buy
955
+449
+89% +$19.8K ﹤0.01% 1885
2022
Q2 		$22K Buy
+506
New +$28K ﹤0.01% 2051
2022
Q1 		– Sell
-1,264
Closed -$115K – 3649
2021
Q4 		$115K Buy
+1,264
New +$114K ﹤0.01% 1244

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its GXO Logistics (GXO) stake by 8.4% in Q1 2026, buying an estimated $11.3K and bringing the position to 2,548 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #3043.

Carson Wealth (CWM LLC) first reported a position in GXO in Q4 2021 and has held it in 17 quarters since. 471 funds tracked by Wall St. Rank hold GXO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,548 shares of GXO Logistics worth $132K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 198 GXO Logistics shares in Q1 2026, an estimated $11.3K.
  • GXO Logistics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3043 holding.
  • Carson Wealth (CWM LLC) first reported a position in GXO Logistics in Q4 2021 and has held it in 17 quarters since.
  • 471 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2026.

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