Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s TD Synnex SNX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SNX Stock Details SNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.86M Buy
28,822
+21,727
+306% +$3.42M 0.01% 825
2025
Q4 		$1.07M Buy
7,095
+5,859
+474% +$899K ﹤0.01% 1457
2025
Q3 		$202K Buy
1,236
+227
+22% +$33.5K ﹤0.01% 2435
2025
Q2 		$137K Sell
1,009
-7,797
-89% -$915K ﹤0.01% 2459
2025
Q1 		$916K Buy
8,806
+200
+2% +$26.7K ﹤0.01% 1176
2024
Q4 		$1.01M Sell
8,606
-40
-0.5% -$4.79K ﹤0.01% 1079
2024
Q3 		$1.04M Buy
8,646
+1,129
+15% +$131K ﹤0.01% 1005
2024
Q2 		$868K Buy
7,517
+3,872
+106% +$473K ﹤0.01% 971
2024
Q1 		$412K Buy
3,645
+2,643
+264% +$275K ﹤0.01% 1206
2023
Q4 		$108K Sell
1,002
-100
-9% -$9.81K ﹤0.01% 1712
2023
Q3 		$110K Buy
1,102
+726
+193% +$71.8K ﹤0.01% 1578
2023
Q2 		$35K Sell
376
-54
-13% -$4.95K ﹤0.01% 2257
2023
Q1 		$42K Sell
430
-9
-2% -$894 ﹤0.01% 1993
2022
Q4 		$42K Buy
439
+55
+14% +$5.15K ﹤0.01% 1848
2022
Q3 		$31K Buy
384
+52
+16% +$4.97K ﹤0.01% 1945
2022
Q2 		$30K Buy
332
+50
+18% +$4.97K ﹤0.01% 1893
2022
Q1 		$29K Sell
282
-47
-14% -$5K ﹤0.01% 1860
2021
Q4 		$38K Buy
+329
New +$35.8K ﹤0.01% 1689
2021
Q2 		$18K Hold
148
– – ﹤0.01% 1844
2021
Q1 		$18K Hold
148
– – ﹤0.01% 1843
2020
Q4 		$18K Sell
148
-148
-50% -$11.3K ﹤0.01% 1842
2020
Q3 		$18K Hold
296
– – ﹤0.01% 1842
2020
Q2 		$18K Hold
296
– – ﹤0.01% 1841
2020
Q1 		$18K Hold
296
– – ﹤0.01% 1840
2019
Q4 		$18K Hold
296
– – ﹤0.01% 1840
2019
Q3 		$18K Hold
296
– – ﹤0.01% 1840
2019
Q2 		$18K Hold
296
– – ﹤0.01% 1840
2019
Q1 		$18K Buy
296
+238
+410% +$11.3K ﹤0.01% 1840
2018
Q4 		$2K Buy
58
+8
+16% +$317 ﹤0.01% 1795
2018
Q3 		$2K Buy
+50
New +$2.41K ﹤0.01% 1561

Other funds holding SNX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its TD Synnex (SNX) stake by 306% in Q1 2026, buying an estimated $3.42M and bringing the position to 28,822 shares worth $4.86M. The position accounts for 0.01% of the portfolio, ranked #825.

Carson Wealth (CWM LLC) first reported a position in SNX in Q3 2018 and has held it in 30 quarters since. 605 funds tracked by Wall St. Rank hold SNX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 28,822 shares of TD Synnex worth $4.86M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 21,727 TD Synnex shares in Q1 2026, an estimated $3.42M.
  • TD Synnex made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #825 holding.
  • Carson Wealth (CWM LLC) first reported a position in TD Synnex in Q3 2018 and has held it in 30 quarters since.
  • 605 funds tracked by Wall St. Rank held TD Synnex as of Q1 2026.

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