Carson Wealth (CWM LLC)
NVDA icon

Carson Wealth (CWM LLC)’s NVIDIA NVDA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27K Sell
3,000
-1,000
-25% -$183K ﹤0.01% 4243
2025
Q4 		$42K Buy
+4,000
New +$745K ﹤0.01% 3729
2024
Q2 		– Sell
-4,000
Closed -$1K – 4828
2024
Q1 		$1K Buy
+4,000
New +$290K ﹤0.01% 4177

Other funds holding NVDA

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its NVIDIA (NVDA) stake by 3% in Q1 2026, buying an estimated $18.4M and bringing the position to 3,473,955 shares worth $606M. The position accounts for 1.59% of the portfolio, ranked #6.

Carson Wealth (CWM LLC) first reported a position in NVDA in Q4 2016 and has held it in 37 quarters since. The position peaked at $629M in Q4 2025. 5,837 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,473,955 shares of NVIDIA worth $606M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 100,068 NVIDIA shares in Q1 2026, an estimated $18.4M.
  • NVIDIA made up 1.59% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #6 holding.
  • Carson Wealth (CWM LLC) first reported a position in NVIDIA in Q4 2016 and has held it in 37 quarters since.
  • Carson Wealth (CWM LLC)'s NVIDIA position peaked at $629M in Q4 2025.
  • 5,837 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

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