Carson Wealth (CWM LLC)’s Infosys INFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.37M | Buy |
323,378
+7,915
| +3% | +$124K | 0.01% | 868 |
|
|
2025
Q4 | $5.62M | Sell |
315,463
-635
| -0.2% | -$11K | 0.02% | 735 |
|
|
2025
Q3 | $5.14M | Buy |
316,098
+14,105
| +5% | +$243K | 0.02% | 700 |
|
|
2025
Q2 | $5.6M | Buy |
301,993
+16,542
| +6% | +$295K | 0.02% | 552 |
|
|
2025
Q1 | $5.21M | Sell |
285,451
-10,999
| -4% | -$228K | 0.02% | 521 |
|
|
2024
Q4 | $6.5M | Sell |
296,450
-25,758
| -8% | -$576K | 0.03% | 419 |
|
|
2024
Q3 | $7.18M | Sell |
322,208
-17,686
| -5% | -$387K | 0.03% | 368 |
|
|
2024
Q2 | $6.33M | Sell |
339,894
-9,790
| -3% | -$170K | 0.03% | 374 |
|
|
2024
Q1 | $6.27M | Sell |
349,684
-39,700
| -10% | -$771K | 0.03% | 379 |
|
|
2023
Q4 | $7.16M | Sell |
389,384
-2,085
| -0.5% | -$36.3K | 0.04% | 338 |
|
|
2023
Q3 | $6.7M | Sell |
391,469
-16,285
| -4% | -$278K | 0.04% | 311 |
|
|
2023
Q2 | $6.55M | Sell |
407,754
-16,552
| -4% | -$259K | 0.04% | 294 |
|
|
2023
Q1 | $7.4M | Sell |
424,306
-7,466
| -2% | -$136K | 0.05% | 264 |
|
|
2022
Q4 | $7.78M | Sell |
431,772
-1,880
| -0.4% | -$35K | 0.06% | 231 |
|
|
2022
Q3 | $7.36M | Buy |
433,652
+13,502
| +3% | +$252K | 0.06% | 228 |
|
|
2022
Q2 | $7.78M | Buy |
420,150
+12,409
| +3% | +$247K | 0.06% | 233 |
|
|
2022
Q1 | $10.1M | Sell |
407,741
-17,731
| -4% | -$420K | 0.07% | 203 |
|
|
2021
Q4 | $10.8M | Buy |
+425,472
| New | +$9.89M | 0.08% | 204 |
|
|
2021
Q2 | $10.4M | Hold |
489,905
| – | – | 0.08% | 197 |
|
|
2021
Q1 | $10.4M | Hold |
489,905
| – | – | 0.08% | 197 |
|
|
2020
Q4 | $10.4M | Hold |
489,905
| – | – | 0.08% | 197 |
|
|
2020
Q3 | $10.4M | Hold |
489,905
| – | – | 0.08% | 197 |
|
|
2020
Q2 | $10.4M | Hold |
489,905
| – | – | 0.08% | 197 |
|
|
2020
Q1 | $10.4M | Hold |
489,905
| – | – | 0.08% | 197 |
|
|
2019
Q4 | $10.4M | Hold |
489,905
| – | – | 0.08% | 197 |
|
|
2019
Q3 | $10.4M | Hold |
489,905
| – | – | 0.08% | 197 |
|
|
2019
Q2 | $10.4M | Hold |
489,905
| – | – | 0.08% | 197 |
|
|
2019
Q1 | $10.4M | Buy |
489,905
+369,255
| +306% | +$3.91M | 0.08% | 197 |
|
|
2018
Q4 | $1.15M | Buy |
120,650
+120,450
| +60,225% | +$1.15M | 0.03% | 364 |
|
|
2018
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 1529 |
|
|
2018
Q2 | $2K | Sell |
200
-148
| -43% | -$1.32K | ﹤0.01% | 1384 |
|
|
2018
Q1 | $3K | Buy |
348
+148
| +74% | +$1.31K | ﹤0.01% | 1103 |
|
|
2017
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 1276 |
|
|
2017
Q3 | $1K | Hold |
200
| – | – | ﹤0.01% | 1376 |
|
|
2017
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 1012 |
|
|
2017
Q1 | $2K | Buy |
+200
| New | +$1.49K | ﹤0.01% | 989 |
|
Other funds holding INFY
TSAM
Carson Wealth (CWM LLC)'s INFY Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Infosys (INFY) stake by 2.5% in Q1 2026, buying an estimated $124K and bringing the position to 323,378 shares worth $4.37M. The position accounts for 0.01% of the portfolio, ranked #868.
Carson Wealth (CWM LLC) first reported a position in INFY in Q1 2017 and has held it in 36 quarters since. The position peaked at $10.8M in Q4 2021. 449 funds tracked by Wall St. Rank hold INFY as of Q1 2026.
- Carson Wealth (CWM LLC) held 323,378 shares of Infosys worth $4.37M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 7,915 Infosys shares in Q1 2026, an estimated $124K.
- Infosys made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #868 holding.
- Carson Wealth (CWM LLC) first reported a position in Infosys in Q1 2017 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s Infosys position peaked at $10.8M in Q4 2021.
- 449 funds tracked by Wall St. Rank held Infosys as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.