Carson Wealth (CWM LLC)
MXL icon

Carson Wealth (CWM LLC)’s MaxLinear MXL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MXL Stock Details MXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$382K Sell
21,944
-178
-0.8% -$3.2K ﹤0.01% 2220
2025
Q4 		$386K Sell
22,122
-6,137
-22% -$99.9K ﹤0.01% 2084
2025
Q3 		$454K Buy
28,259
+10,287
+57% +$162K ﹤0.01% 1857
2025
Q2 		$255K Buy
17,972
+7,922
+79% +$91.4K ﹤0.01% 1973
2025
Q1 		$109K Buy
10,050
+5,474
+120% +$91.6K ﹤0.01% 2366
2024
Q4 		$91K Sell
4,576
-1,217
-21% -$19.5K ﹤0.01% 2346
2024
Q3 		$84K Buy
5,793
+4,418
+321% +$70.1K ﹤0.01% 2310
2024
Q2 		$28K Buy
1,375
+79
+6% +$1.55K ﹤0.01% 2894
2024
Q1 		$24K Sell
1,296
-14
-1% -$280 ﹤0.01% 2779
2023
Q4 		$31K Sell
1,310
-982
-43% -$19.2K ﹤0.01% 2493
2023
Q3 		$51K Buy
2,292
+2,010
+713% +$51.1K ﹤0.01% 2043
2023
Q2 		$9K Sell
282
-291
-51% -$8.41K ﹤0.01% 3142
2023
Q1 		$20K Sell
573
-9
-2% -$326 ﹤0.01% 2516
2022
Q4 		$20K Buy
582
+56
+11% +$1.9K ﹤0.01% 2375
2022
Q3 		$17K Buy
526
+278
+112% +$10.3K ﹤0.01% 2335
2022
Q2 		$8K Sell
248
-128
-34% -$5.37K ﹤0.01% 2715
2022
Q1 		$22K Buy
376
+172
+84% +$10.5K ﹤0.01% 2020
2021
Q4 		$15K Buy
+204
New +$13.1K ﹤0.01% 2138
2021
Q2 		$20K Hold
462
– – ﹤0.01% 1795
2021
Q1 		$20K Hold
462
– – ﹤0.01% 1795
2020
Q4 		$20K Hold
462
– – ﹤0.01% 1795
2020
Q3 		$20K Hold
462
– – ﹤0.01% 1795
2020
Q2 		$20K Hold
462
– – ﹤0.01% 1794
2020
Q1 		$20K Hold
462
– – ﹤0.01% 1794
2019
Q4 		$20K Hold
462
– – ﹤0.01% 1794
2019
Q3 		$20K Hold
462
– – ﹤0.01% 1794
2019
Q2 		$20K Hold
462
– – ﹤0.01% 1794
2019
Q1 		$20K Buy
+462
New +$10.1K ﹤0.01% 1793

Other funds holding MXL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its MaxLinear (MXL) stake by 0.8% in Q1 2026, selling an estimated $3.2K and leaving 21,944 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

Carson Wealth (CWM LLC) first reported a position in MXL in Q1 2019 and has held it in 28 quarters since. The position peaked at $454K in Q3 2025. 238 funds tracked by Wall St. Rank hold MXL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 21,944 shares of MaxLinear worth $382K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 178 MaxLinear shares in Q1 2026, an estimated $3.2K.
  • MaxLinear made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2220 holding.
  • Carson Wealth (CWM LLC) first reported a position in MaxLinear in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s MaxLinear position peaked at $454K in Q3 2025.
  • 238 funds tracked by Wall St. Rank held MaxLinear as of Q1 2026.

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