Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Super Micro Computer SMCI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$445K Sell
19,558
-5,041
-20% -$151K ﹤0.01% 2099
2025
Q4 		$720K Sell
24,599
-490
-2% -$20.2K ﹤0.01% 1693
2025
Q3 		$1.2M Sell
25,089
-3,049
-11% -$146K ﹤0.01% 1306
2025
Q2 		$1.38M Sell
28,138
-3,930
-12% -$151K ﹤0.01% 1107
2025
Q1 		$1.1M Buy
32,068
+11,166
+53% +$424K ﹤0.01% 1076
2024
Q4 		$637K Sell
20,902
-6,828
-25% -$248K ﹤0.01% 1288
2024
Q3 		$1.16M Buy
27,730
+2,900
+12% +$177K 0.01% 944
2024
Q2 		$2.03M Buy
24,830
+1,410
+6% +$121K 0.01% 644
2024
Q1 		$2.37M Buy
23,420
+1,740
+8% +$127K 0.01% 580
2023
Q4 		$616K Buy
21,680
+16,580
+325% +$460K ﹤0.01% 987
2023
Q3 		$140K Buy
5,100
+440
+9% +$12.3K ﹤0.01% 1463
2023
Q2 		$116K Buy
4,660
+510
+12% +$8.54K ﹤0.01% 1502
2023
Q1 		$44K Buy
4,150
+750
+22% +$6.77K ﹤0.01% 1958
2022
Q4 		$28K Buy
3,400
+280
+9% +$2.13K ﹤0.01% 2136
2022
Q3 		$17K Buy
3,120
+430
+16% +$2.45K ﹤0.01% 2345
2022
Q2 		$11K Buy
+2,690
New +$12.3K ﹤0.01% 2534

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
DE
Defiance ETFs New York $7.37B AUM

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

Carson Wealth (CWM LLC) reduced its Super Micro Computer (SMCI) stake by 20% in Q1 2026, selling an estimated $151K and leaving 19,558 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #2099.

Carson Wealth (CWM LLC) first reported a position in SMCI in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.37M in Q1 2024. 707 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 19,558 shares of Super Micro Computer worth $445K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5,041 Super Micro Computer shares in Q1 2026, an estimated $151K.
  • Super Micro Computer made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2099 holding.
  • Carson Wealth (CWM LLC) first reported a position in Super Micro Computer in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Super Micro Computer position peaked at $2.37M in Q1 2024.
  • 707 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

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