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 		$94.2K Buy
+3,000
New +$1.26M ﹤0.01% 3327
2014
Q1 		– Sell
-369
Closed -$90K – 367
2013
Q4 		$90K Buy
+369
New +$13.4K 0.01% 206

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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. 6,191 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.
  • 6,191 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.