Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Saic SAIC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SAIC Stock Details SAIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.92M Buy
51,872
+33,711
+186% +$3.3M 0.01% 817
2025
Q4 		$1.83M Sell
18,161
-2,945
-14% -$281K 0.01% 1185
2025
Q3 		$2.1M Buy
21,106
+4,448
+27% +$497K 0.01% 1072
2025
Q2 		$1.88M Buy
16,658
+7,576
+83% +$863K 0.01% 978
2025
Q1 		$1.02M Buy
9,082
+2,791
+44% +$301K ﹤0.01% 1116
2024
Q4 		$703K Buy
6,291
+5,839
+1,292% +$770K ﹤0.01% 1250
2024
Q3 		$63K Buy
452
+46
+11% +$5.81K ﹤0.01% 2528
2024
Q2 		$48K Buy
406
+147
+57% +$18.6K ﹤0.01% 2504
2024
Q1 		$34K Sell
259
-7
-3% -$927 ﹤0.01% 2559
2023
Q4 		$33K Sell
266
-85
-24% -$9.89K ﹤0.01% 2450
2023
Q3 		$37K Sell
351
-39
-10% -$4.49K ﹤0.01% 2271
2023
Q2 		$44K Buy
390
+179
+85% +$18.6K ﹤0.01% 2080
2023
Q1 		$23K Buy
211
+12
+6% +$1.26K ﹤0.01% 2410
2022
Q4 		$22K Hold
199
– – ﹤0.01% 2305
2022
Q3 		$18K Buy
199
+92
+86% +$8.56K ﹤0.01% 2303
2022
Q2 		$10K Buy
107
+83
+346% +$7.26K ﹤0.01% 2600
2022
Q1 		$2K Buy
+24
New +$2.07K ﹤0.01% 3219
2019
Q1 		– Sell
-3,319
Closed -$211K – 3233
2018
Q4 		$211K Sell
3,319
-14
-0.4% -$975 0.01% 589
2018
Q3 		$269K Buy
3,333
+3,327
+55,450% +$283K 0.01% 465
2018
Q2 		$0 Hold
6
– – ﹤0.01% 1766
2018
Q1 		$0 Hold
6
– – ﹤0.01% 1525
2017
Q4 		$0 Hold
6
– – ﹤0.01% 1563
2017
Q3 		$0 Hold
6
– – ﹤0.01% 1551
2017
Q2 		$0 Hold
6
– – ﹤0.01% 1294
2017
Q1 		$0 Buy
+6
New +$510 ﹤0.01% 1301
2016
Q4 		– Sell
-142
Closed -$10K – 1171
2016
Q3 		$10K Buy
+142
New +$8.96K ﹤0.01% 702

Other funds holding SAIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Saic (SAIC) stake by 186% in Q1 2026, buying an estimated $3.3M and bringing the position to 51,872 shares worth $4.92M. The position accounts for 0.01% of the portfolio, ranked #817.

Carson Wealth (CWM LLC) first reported a position in SAIC in Q3 2016 and has held it in 26 quarters since. 422 funds tracked by Wall St. Rank hold SAIC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 51,872 shares of Saic worth $4.92M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 33,711 Saic shares in Q1 2026, an estimated $3.3M.
  • Saic made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #817 holding.
  • Carson Wealth (CWM LLC) first reported a position in Saic in Q3 2016 and has held it in 26 quarters since.
  • 422 funds tracked by Wall St. Rank held Saic as of Q1 2026.

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