Carson Wealth (CWM LLC)
QXO

Carson Wealth (CWM LLC)’s QXO Inc QXO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QXO Stock Details QXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.49M Buy
76,878
+1,501
+2% +$34.3K ﹤0.01% 1334
2025
Q4 		$1.45M Buy
75,377
+28,821
+62% +$552K ﹤0.01% 1304
2025
Q3 		$887K Buy
46,556
+44,530
+2,198% +$922K ﹤0.01% 1487
2025
Q2 		$44K Buy
2,026
+3
+0.1% +$49 ﹤0.01% 3386
2025
Q1 		$27K Buy
+2,023
New +$27.5K ﹤0.01% 3476

Other funds holding QXO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AP
Affinity Partners Sunny Isles Beach, Florida $635M AUM 43.43% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AWG
Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its QXO Inc (QXO) stake by 2% in Q1 2026, buying an estimated $34.3K and bringing the position to 76,878 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Carson Wealth (CWM LLC) first reported a position in QXO in Q1 2025 and has held it in 5 quarters since. 579 funds tracked by Wall St. Rank hold QXO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 76,878 shares of QXO Inc worth $1.49M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,501 QXO Inc shares in Q1 2026, an estimated $34.3K.
  • QXO Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1334 holding.
  • Carson Wealth (CWM LLC) first reported a position in QXO Inc in Q1 2025 and has held it in 5 quarters since.
  • 579 funds tracked by Wall St. Rank held QXO Inc as of Q1 2026.

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