Carson Wealth (CWM LLC)
IONQ icon

Carson Wealth (CWM LLC)’s IonQ IONQ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IONQ Stock Details IONQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$376K Buy
13,038
+5,312
+69% +$204K ﹤0.01% 2232
2025
Q4 		$347K Sell
7,726
-535
-6% -$30K ﹤0.01% 2164
2025
Q3 		$508K Buy
8,261
+908
+12% +$42.7K ﹤0.01% 1791
2025
Q2 		$316K Buy
7,353
+2,679
+57% +$89.8K ﹤0.01% 1828
2025
Q1 		$103K Buy
4,674
+3,010
+181% +$97.5K ﹤0.01% 2404
2024
Q4 		$70K Buy
1,664
+689
+71% +$17.3K ﹤0.01% 2533
2024
Q3 		$9K Buy
975
+857
+726% +$6.53K ﹤0.01% 3833
2024
Q2 		$1K Sell
118
-27
-19% -$221 ﹤0.01% 4401
2024
Q1 		$1K Buy
145
+25
+21% +$267 ﹤0.01% 4148
2023
Q4 		$1K Sell
120
-400
-77% -$5.16K ﹤0.01% 3967
2023
Q3 		$8K Buy
520
+400
+333% +$6.28K ﹤0.01% 3250
2023
Q2 		$2K Hold
120
– – ﹤0.01% 3809
2023
Q1 		$1K Hold
120
– – ﹤0.01% 3853
2022
Q4 		$0 Buy
+120
New +$579 ﹤0.01% 4103

Other funds holding IONQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DE
Defiance ETFs New York $7.37B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its IonQ (IONQ) stake by 69% in Q1 2026, buying an estimated $204K and bringing the position to 13,038 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #2232.

Carson Wealth (CWM LLC) first reported a position in IONQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $508K in Q3 2025. 630 funds tracked by Wall St. Rank hold IONQ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,038 shares of IonQ worth $376K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,312 IonQ shares in Q1 2026, an estimated $204K.
  • IonQ made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2232 holding.
  • Carson Wealth (CWM LLC) first reported a position in IonQ in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s IonQ position peaked at $508K in Q3 2025.
  • 630 funds tracked by Wall St. Rank held IonQ as of Q1 2026.

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