Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Microsoft MSFT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$439M Buy
1,186,360
+115,406
+11% +$48.3M 1.15% 12
2025
Q4 		$518M Buy
1,070,954
+60,024
+6% +$30.1M 1.4% 9
2025
Q3 		$524M Buy
1,010,930
+70,796
+8% +$36.1M 1.57% 9
2025
Q2 		$468M Buy
940,134
+30,725
+3% +$13.3M 1.65% 9
2025
Q1 		$341M Buy
909,409
+43,929
+5% +$17.9M 1.36% 12
2024
Q4 		$365M Buy
865,480
+35,597
+4% +$15.2M 1.51% 10
2024
Q3 		$357M Buy
829,883
+26,032
+3% +$11.1M 1.54% 10
2024
Q2 		$359M Sell
803,851
-14,410
-2% -$6.09M 1.69% 9
2024
Q1 		$344M Buy
818,261
+47,704
+6% +$19.3M 1.67% 7
2023
Q4 		$290M Buy
770,557
+69,252
+10% +$24.6M 1.56% 7
2023
Q3 		$221M Buy
701,305
+47,444
+7% +$15.7M 1.36% 9
2023
Q2 		$223M Buy
653,861
+36,341
+6% +$11.4M 1.38% 11
2023
Q1 		$178M Buy
617,520
+36,148
+6% +$9.22M 1.2% 13
2022
Q4 		$139M Buy
581,372
+6,599
+1% +$1.58M 1.03% 15
2022
Q3 		$134M Buy
574,773
+108,502
+23% +$28.6M 1.06% 14
2022
Q2 		$120M Sell
466,271
-3,994
-0.8% -$1.08M 0.93% 16
2022
Q1 		$145M Buy
470,265
+6,695
+1% +$2.01M 1.03% 18
2021
Q4 		$156M Buy
+463,570
New +$150M 1.1% 16
2021
Q2 		$120M Hold
441,661
– – 0.95% 18
2021
Q1 		$120M Hold
441,661
– – 0.95% 18
2020
Q4 		$120M Hold
441,661
– – 0.95% 18
2020
Q3 		$120M Hold
441,661
– – 0.95% 18
2020
Q2 		$120M Hold
441,661
– – 0.95% 18
2020
Q1 		$120M Hold
441,661
– – 0.95% 18
2019
Q4 		$120M Hold
441,661
– – 0.95% 18
2019
Q3 		$120M Hold
441,661
– – 0.95% 18
2019
Q2 		$120M Hold
441,661
– – 0.95% 18
2019
Q1 		$120M Buy
441,661
+396,518
+878% +$43.3M 0.95% 18
2018
Q4 		$4.58M Buy
45,143
+6,934
+18% +$743K 0.11% 165
2018
Q3 		$4.37M Buy
38,209
+10,368
+37% +$1.12M 0.11% 178
2018
Q2 		$2.75M Buy
27,841
+3,124
+13% +$303K 0.09% 186
2018
Q1 		$2.26M Buy
24,717
+933
+4% +$85.3K 0.09% 162
2017
Q4 		$2.03M Buy
23,784
+355
+2% +$29.1K 0.09% 163
2017
Q3 		$1.75M Sell
23,429
-7,077
-23% -$517K 0.08% 169
2017
Q2 		$2.1M Sell
30,506
-1,651
-5% -$113K 0.11% 147
2017
Q1 		$2.12M Sell
32,157
-459,998
-93% -$29.5M 0.12% 148
2016
Q4 		$30.6M Buy
492,155
+57,674
+13% +$3.47M 1.87% 5
2016
Q3 		$25M Buy
434,481
+63,289
+17% +$3.57M 1.73% 7
2016
Q2 		$19M Buy
371,192
+70,348
+23% +$3.66M 1.39% 11
2016
Q1 		$16.6M Buy
300,844
+71,809
+31% +$3.76M 1.46% 9
2015
Q4 		$12.7M Buy
229,035
+30,244
+15% +$1.59M 1.24% 19
2015
Q3 		$8.8M Buy
198,791
+186,317
+1,494% +$8.37M 0.89% 44
2015
Q2 		$551K Sell
12,474
-17,976
-59% -$820K 0.05% 140
2015
Q1 		$1.24M Buy
30,450
+9,204
+43% +$401K 0.13% 129
2014
Q4 		$987K Sell
21,246
-33,618
-61% -$1.58M 0.12% 132
2014
Q3 		$2.54M Sell
54,864
-22,637
-29% -$1.01M 0.37% 86
2014
Q2 		$3.23M Sell
77,501
-165,635
-68% -$6.7M 0.58% 51
2014
Q1 		$9.97M Sell
243,136
-11,311
-4% -$425K 1.36% 19
2013
Q4 		$9.52M Buy
254,447
+15,763
+7% +$573K 1.49% 14
2013
Q3 		$7.94M Buy
+238,684
New +$7.85M 2.08% 8

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Microsoft (MSFT) stake by 11% in Q1 2026, buying an estimated $48.3M and bringing the position to 1,186,360 shares worth $439M. The position accounts for 1.15% of the portfolio, ranked #12.

Carson Wealth (CWM LLC) first reported a position in MSFT in Q3 2013 and has held it in 50 quarters since. The position peaked at $524M in Q3 2025. 6,202 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,186,360 shares of Microsoft worth $439M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 115,406 Microsoft shares in Q1 2026, an estimated $48.3M.
  • Microsoft made up 1.15% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #12 holding.
  • Carson Wealth (CWM LLC) first reported a position in Microsoft in Q3 2013 and has held it in 50 quarters since.
  • Carson Wealth (CWM LLC)'s Microsoft position peaked at $524M in Q3 2025.
  • 6,202 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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