Carson Wealth (CWM LLC)
SPXC icon

Carson Wealth (CWM LLC)’s SPX Corp SPXC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPXC Stock Details SPXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$635K Sell
3,174
-30
-0.9% -$6.45K ﹤0.01% 1842
2025
Q4 		$641K Buy
3,204
+2
+0.1% +$408 ﹤0.01% 1772
2025
Q3 		$598K Buy
3,202
+77
+2% +$14.2K ﹤0.01% 1697
2025
Q2 		$524K Buy
3,125
+1,011
+48% +$148K ﹤0.01% 1565
2025
Q1 		$272K Buy
2,114
+941
+80% +$135K ﹤0.01% 1728
2024
Q4 		$171K Buy
1,173
+733
+167% +$118K ﹤0.01% 1935
2024
Q3 		$70K Sell
440
-713
-62% -$108K ﹤0.01% 2441
2024
Q2 		$164K Buy
1,153
+975
+548% +$129K ﹤0.01% 1694
2024
Q1 		$22K Buy
178
+52
+41% +$5.65K ﹤0.01% 2843
2023
Q4 		$13K Sell
126
-19
-13% -$1.64K ﹤0.01% 3050
2023
Q3 		$12K Sell
145
-6
-4% -$483 ﹤0.01% 3056
2023
Q2 		$13K Buy
151
+59
+64% +$4.39K ﹤0.01% 2937
2023
Q1 		$6K Buy
92
+2
+2% +$142 ﹤0.01% 3239
2022
Q4 		$6K Buy
90
+23
+34% +$1.5K ﹤0.01% 3112
2022
Q3 		$4K Buy
+67
New +$3.83K ﹤0.01% 3217
2022
Q2 		– Sell
-353
Closed -$17K – 4082
2022
Q1 		$17K Buy
+353
New +$18.3K ﹤0.01% 2193

Other funds holding SPXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its SPX Corp (SPXC) stake by 0.94% in Q1 2026, selling an estimated $6.45K and leaving 3,174 shares worth $635K. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

Carson Wealth (CWM LLC) first reported a position in SPXC in Q1 2022 and has held it in 16 quarters since. The position peaked at $641K in Q4 2025. 482 funds tracked by Wall St. Rank hold SPXC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,174 shares of SPX Corp worth $635K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 30 SPX Corp shares in Q1 2026, an estimated $6.45K.
  • SPX Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1842 holding.
  • Carson Wealth (CWM LLC) first reported a position in SPX Corp in Q1 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s SPX Corp position peaked at $641K in Q4 2025.
  • 482 funds tracked by Wall St. Rank held SPX Corp as of Q1 2026.

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