Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ICICI Bank IBN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBN Stock Details IBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$261K Buy
10,058
+1,200
+14% +$35.2K ﹤0.01% 2498
2025
Q4 		$264K Buy
8,858
+899
+11% +$27.6K ﹤0.01% 2337
2025
Q3 		$241K Buy
7,959
+443
+6% +$14.5K ﹤0.01% 2294
2025
Q2 		$253K Sell
7,516
-337
-4% -$11.2K ﹤0.01% 1982
2025
Q1 		$248K Sell
7,853
-1,530
-16% -$44.4K ﹤0.01% 1787
2024
Q4 		$280K Buy
9,383
+12
+0.1% +$362 ﹤0.01% 1633
2024
Q3 		$280K Buy
9,371
+420
+5% +$12.2K ﹤0.01% 1580
2024
Q2 		$258K Buy
8,951
+525
+6% +$14.1K ﹤0.01% 1457
2024
Q1 		$223K Buy
8,426
+718
+9% +$17.9K ﹤0.01% 1464
2023
Q4 		$184K Buy
7,708
+1,040
+16% +$23.9K ﹤0.01% 1453
2023
Q3 		$154K Buy
6,668
+929
+16% +$21.9K ﹤0.01% 1413
2023
Q2 		$132K Buy
5,739
+693
+14% +$15.7K ﹤0.01% 1427
2023
Q1 		$109K Buy
5,046
+2,056
+69% +$42.9K ﹤0.01% 1450
2022
Q4 		$65K Sell
2,990
-1,303
-30% -$29K ﹤0.01% 1588
2022
Q3 		$90K Buy
4,293
+827
+24% +$17.5K ﹤0.01% 1383
2022
Q2 		$61K Buy
3,466
+838
+32% +$15.7K ﹤0.01% 1538
2022
Q1 		$50K Buy
2,628
+711
+37% +$14.2K ﹤0.01% 1610
2021
Q4 		$38K Buy
+1,917
New +$37.9K ﹤0.01% 1687
2021
Q2 		$24K Hold
1,399
– – ﹤0.01% 1709
2021
Q1 		$24K Hold
1,399
– – ﹤0.01% 1709
2020
Q4 		$24K Hold
1,399
– – ﹤0.01% 1709
2020
Q3 		$24K Hold
1,399
– – ﹤0.01% 1709
2020
Q2 		$24K Hold
1,399
– – ﹤0.01% 1709
2020
Q1 		$24K Hold
1,399
– – ﹤0.01% 1709
2019
Q4 		$24K Hold
1,399
– – ﹤0.01% 1709
2019
Q3 		$24K Hold
1,399
– – ﹤0.01% 1709
2019
Q2 		$24K Hold
1,399
– – ﹤0.01% 1709
2019
Q1 		$24K Buy
+1,399
New +$14.5K ﹤0.01% 1708
2018
Q4 		– Sell
-115
Closed -$1K – 2166
2018
Q3 		$1K Sell
115
-122
-51% -$1.08K ﹤0.01% 1675
2018
Q2 		$2K Buy
237
+22
+10% +$189 ﹤0.01% 1381
2018
Q1 		$2K Buy
+215
New +$2.13K ﹤0.01% 1175

Other funds holding IBN

GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its ICICI Bank (IBN) stake by 14% in Q1 2026, buying an estimated $35.2K and bringing the position to 10,058 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #2498.

Carson Wealth (CWM LLC) first reported a position in IBN in Q1 2018 and has held it in 31 quarters since. The position peaked at $280K in Q4 2024. 544 funds tracked by Wall St. Rank hold IBN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,058 shares of ICICI Bank worth $261K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,200 ICICI Bank shares in Q1 2026, an estimated $35.2K.
  • ICICI Bank made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2498 holding.
  • Carson Wealth (CWM LLC) first reported a position in ICICI Bank in Q1 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s ICICI Bank position peaked at $280K in Q4 2024.
  • 544 funds tracked by Wall St. Rank held ICICI Bank as of Q1 2026.

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