Carson Wealth (CWM LLC)’s Snap SNAP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SNAP Stock Details SNAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-400	Closed	-$1K	–	4440
2023 Q1	$1K	Sell	400 -300	-43%	-$3.15K	﹤0.01%	3927
2022 Q4	$1K	Hold	700	–	–	﹤0.01%	3848
2022 Q3	$1K	Buy	700 +200	+40%	+$2.33K	﹤0.01%	3765
2022 Q2	$1K	Buy	+500	New	+$11.4K	﹤0.01%	3639
2022 Q1	–	Sell	-300	Closed	-$1K	–	3845
2021 Q4	$1K	Buy	+300	New	+$16.9K	﹤0.01%	3372
2021 Q2	$5K	Hold	300	–	–	﹤0.01%	2377
2021 Q1	$5K	Hold	300	–	–	﹤0.01%	2377
2020 Q4	$5K	Hold	300	–	–	﹤0.01%	2377
2020 Q3	$5K	Hold	300	–	–	﹤0.01%	2377
2020 Q2	$5K	Hold	300	–	–	﹤0.01%	2374
2020 Q1	$5K	Hold	300	–	–	﹤0.01%	2374
2019 Q4	$5K	Hold	300	–	–	﹤0.01%	2374
2019 Q3	$5K	Hold	300	–	–	﹤0.01%	2374
2019 Q2	$5K	Hold	300	–	–	﹤0.01%	2374
2019 Q1	$5K	Buy	+300	New	+$2.55K	﹤0.01%	2373

Other funds holding SNAP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

ICM

Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Snap (SNAP) stake by 37% in Q1 2026, buying an estimated $1.02M and bringing the position to 643,481 shares worth $2.96M. The position accounts for 0.01% of the portfolio, ranked #1035.

Carson Wealth (CWM LLC) first reported a position in SNAP in Q1 2017 and has held it in 36 quarters since. The position peaked at $3.79M in Q4 2025. 544 funds tracked by Wall St. Rank hold SNAP as of Q1 2026.

Carson Wealth (CWM LLC) held 643,481 shares of Snap worth $2.96M as of Q1 2026.
Carson Wealth (CWM LLC) bought 173,379 Snap shares in Q1 2026, an estimated $1.02M.
Snap made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1035 holding.
Carson Wealth (CWM LLC) first reported a position in Snap in Q1 2017 and has held it in 36 quarters since.
Carson Wealth (CWM LLC)'s Snap position peaked at $3.79M in Q4 2025.
544 funds tracked by Wall St. Rank held Snap as of Q1 2026.

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