Carson Wealth (CWM LLC)
KOPN icon

Carson Wealth (CWM LLC)’s Kopin KOPN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KOPN Stock Details KOPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.14K Sell
505
-6
-1% -$15 ﹤0.01% 5378
2025
Q4 		$1K Buy
511
+264
+107% +$762 ﹤0.01% 5239
2025
Q3 		$1K Buy
+247
New +$504 ﹤0.01% 5145
2021
Q2 		$1K Hold
70
– – ﹤0.01% 2815
2021
Q1 		$1K Hold
70
– – ﹤0.01% 2815
2020
Q4 		$1K Hold
70
– – ﹤0.01% 2815
2020
Q3 		$1K Hold
70
– – ﹤0.01% 2814
2020
Q2 		$1K Hold
70
– – ﹤0.01% 2814
2020
Q1 		$1K Hold
70
– – ﹤0.01% 2813
2019
Q4 		$1K Hold
70
– – ﹤0.01% 2813
2019
Q3 		$1K Hold
70
– – ﹤0.01% 2813
2019
Q2 		$1K Hold
70
– – ﹤0.01% 2813
2019
Q1 		$1K Buy
+70
New +$94 ﹤0.01% 2812

Other funds holding KOPN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Kopin (KOPN) stake by 1.2% in Q1 2026, selling an estimated $15 and leaving 505 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #5378.

Carson Wealth (CWM LLC) first reported a position in KOPN in Q1 2019 and has held it in 13 quarters since. 158 funds tracked by Wall St. Rank hold KOPN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 505 shares of Kopin worth $1.14K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 6 Kopin shares in Q1 2026, an estimated $15.
  • Kopin made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5378 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kopin in Q1 2019 and has held it in 13 quarters since.
  • 158 funds tracked by Wall St. Rank held Kopin as of Q1 2026.

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