Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Nike NKE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NKE Stock Details NKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.68M Buy
88,534
+39,588
+81% +$2.4M 0.01% 843
2025
Q4 		$3.12M Sell
48,946
-1,503
-3% -$98K 0.01% 974
2025
Q3 		$3.52M Buy
50,449
+14,813
+42% +$1.1M 0.01% 859
2025
Q2 		$2.53M Sell
35,636
-51,192
-59% -$3.07M 0.01% 863
2025
Q1 		$5.51M Buy
86,828
+48,598
+127% +$3.58M 0.02% 501
2024
Q4 		$2.89M Buy
38,230
+4,179
+12% +$328K 0.01% 647
2024
Q3 		$3.01M Sell
34,051
-3,910
-10% -$307K 0.01% 578
2024
Q2 		$2.86M Sell
37,961
-3,744
-9% -$348K 0.01% 548
2024
Q1 		$3.92M Buy
41,705
+1,517
+4% +$154K 0.02% 463
2023
Q4 		$4.36M Buy
40,188
+6,485
+19% +$697K 0.02% 421
2023
Q3 		$3.22M Sell
33,703
-1,864
-5% -$192K 0.02% 448
2023
Q2 		$3.93M Sell
35,567
-60,685
-63% -$7.1M 0.02% 388
2023
Q1 		$11.8M Buy
96,252
+72,911
+312% +$8.96M 0.08% 203
2022
Q4 		$2.73M Buy
23,341
+4,554
+24% +$459K 0.02% 403
2022
Q3 		$1.56M Sell
18,787
-3,633
-16% -$391K 0.01% 451
2022
Q2 		$2.29M Buy
22,420
+4,584
+26% +$542K 0.02% 396
2022
Q1 		$2.4M Buy
17,836
+1,986
+13% +$279K 0.02% 380
2021
Q4 		$2.64M Buy
+15,850
New +$2.61M 0.02% 380
2021
Q2 		$1.58M Hold
10,218
– – 0.01% 489
2021
Q1 		$1.58M Hold
10,218
– – 0.01% 489
2020
Q4 		$1.58M Hold
10,218
– – 0.01% 489
2020
Q3 		$1.58M Hold
10,218
– – 0.01% 489
2020
Q2 		$1.58M Hold
10,218
– – 0.01% 489
2020
Q1 		$1.58M Hold
10,218
– – 0.01% 489
2019
Q4 		$1.58M Hold
10,218
– – 0.01% 489
2019
Q3 		$1.58M Hold
10,218
– – 0.01% 489
2019
Q2 		$1.58M Hold
10,218
– – 0.01% 489
2019
Q1 		$1.58M Sell
10,218
-23,871
-70% -$1.97M 0.01% 489
2018
Q4 		$2.53M Buy
34,089
+28,702
+533% +$2.15M 0.06% 252
2018
Q3 		$456K Buy
5,387
+4,314
+402% +$347K 0.01% 399
2018
Q2 		$85K Buy
1,073
+236
+28% +$16.6K ﹤0.01% 543
2018
Q1 		$56K Buy
837
+112
+15% +$7.39K ﹤0.01% 538
2017
Q4 		$45K Buy
725
+69
+11% +$3.97K ﹤0.01% 543
2017
Q3 		$34K Buy
656
+120
+22% +$6.74K ﹤0.01% 597
2017
Q2 		$32K Buy
536
+36
+7% +$1.94K ﹤0.01% 560
2017
Q1 		$28K Sell
500
-522
-51% -$28.8K ﹤0.01% 549
2016
Q4 		$52K Sell
1,022
-1,609
-61% -$82.5K ﹤0.01% 445
2016
Q3 		$139K Buy
2,631
+404
+18% +$22.8K 0.01% 300
2016
Q2 		$123K Buy
2,227
+7
+0.3% +$399 0.01% 286
2016
Q1 		$136K Buy
2,220
+338
+18% +$20.4K 0.01% 252
2015
Q4 		$118K Buy
1,882
+240
+15% +$15.5K 0.01% 249
2015
Q3 		$101K Buy
+1,642
New +$92.9K 0.01% 239
2014
Q1 		– Sell
-2,926
Closed -$115K – 373
2013
Q4 		$115K Buy
2,926
+1,242
+74% +$47.5K 0.02% 187
2013
Q3 		$61K Buy
+1,684
New +$55K 0.02% 174

Other funds holding NKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Nike (NKE) stake by 81% in Q1 2026, buying an estimated $2.4M and bringing the position to 88,534 shares worth $4.68M. The position accounts for 0.01% of the portfolio, ranked #843.

Carson Wealth (CWM LLC) first reported a position in NKE in Q3 2013 and has held it in 44 quarters since. The position peaked at $11.8M in Q1 2023. 1,911 funds tracked by Wall St. Rank hold NKE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 88,534 shares of Nike worth $4.68M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 39,588 Nike shares in Q1 2026, an estimated $2.4M.
  • Nike made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #843 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nike in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s Nike position peaked at $11.8M in Q1 2023.
  • 1,911 funds tracked by Wall St. Rank held Nike as of Q1 2026.

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