Carson Wealth (CWM LLC)
TEL icon

Carson Wealth (CWM LLC)’s TE Connectivity TEL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TEL Stock Details TEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.12M Buy
10,154
+1,263
+14% +$279K 0.01% 1173
2025
Q4 		$2.02M Buy
8,891
+762
+9% +$176K 0.01% 1147
2025
Q3 		$1.78M Buy
8,129
+1,193
+17% +$239K 0.01% 1132
2025
Q2 		$1.17M Buy
6,936
+798
+13% +$121K ﹤0.01% 1171
2025
Q1 		$867K Buy
6,138
+507
+9% +$75K ﹤0.01% 1208
2024
Q4 		$805K Sell
5,631
-302
-5% -$45K ﹤0.01% 1193
2024
Q3 		$896K Sell
5,933
-24
-0.4% -$3.59K ﹤0.01% 1103
2024
Q2 		$896K Buy
5,957
+211
+4% +$30.9K ﹤0.01% 948
2024
Q1 		$835K Buy
5,746
+64
+1% +$8.97K ﹤0.01% 931
2023
Q4 		$798K Sell
5,682
-428
-7% -$55K ﹤0.01% 901
2023
Q3 		$755K Buy
6,110
+302
+5% +$40.4K ﹤0.01% 845
2023
Q2 		$814K Buy
5,808
+885
+18% +$112K 0.01% 782
2023
Q1 		$646K Buy
4,923
+205
+4% +$25.9K ﹤0.01% 806
2022
Q4 		$542K Buy
4,718
+630
+15% +$74.8K ﹤0.01% 783
2022
Q3 		$451K Buy
4,088
+995
+32% +$124K ﹤0.01% 782
2022
Q2 		$350K Buy
3,093
+992
+47% +$123K ﹤0.01% 841
2022
Q1 		$275K Buy
2,101
+148
+8% +$21.2K ﹤0.01% 915
2021
Q4 		$315K Buy
+1,953
New +$302K ﹤0.01% 850
2021
Q2 		$258K Hold
1,905
– – ﹤0.01% 823
2021
Q1 		$258K Hold
1,905
– – ﹤0.01% 823
2020
Q4 		$258K Hold
1,905
– – ﹤0.01% 823
2020
Q3 		$258K Hold
1,905
– – ﹤0.01% 823
2020
Q2 		$258K Hold
1,905
– – ﹤0.01% 823
2020
Q1 		$258K Hold
1,905
– – ﹤0.01% 823
2019
Q4 		$258K Hold
1,905
– – ﹤0.01% 823
2019
Q3 		$258K Hold
1,905
– – ﹤0.01% 823
2019
Q2 		$258K Hold
1,905
– – ﹤0.01% 823
2019
Q1 		$258K Buy
1,905
+1,227
+181% +$99K ﹤0.01% 823
2018
Q4 		$51K Sell
678
-817
-55% -$62.9K ﹤0.01% 879
2018
Q3 		$131K Buy
1,495
+47
+3% +$4.32K ﹤0.01% 579
2018
Q2 		$130K Buy
1,448
+24
+2% +$2.3K ﹤0.01% 489
2018
Q1 		$142K Buy
1,424
+86
+6% +$8.69K 0.01% 405
2017
Q4 		$127K Sell
1,338
-77
-5% -$7.08K 0.01% 401
2017
Q3 		$118K Buy
1,415
+177
+14% +$14.2K 0.01% 396
2017
Q2 		$97K Buy
1,238
+94
+8% +$7.19K 0.01% 388
2017
Q1 		$85K Hold
1,144
– – ﹤0.01% 379
2016
Q4 		$79K Buy
1,144
+985
+619% +$65.2K ﹤0.01% 384
2016
Q3 		$10K Sell
159
-78
-33% -$4.77K ﹤0.01% 703
2016
Q2 		$14K Sell
237
-65
-22% -$3.91K ﹤0.01% 517
2016
Q1 		$19K Sell
302
-74
-20% -$4.3K ﹤0.01% 447
2015
Q4 		$24K Sell
376
-1,176
-76% -$75.8K ﹤0.01% 381
2015
Q3 		$93K Sell
1,552
-158,015
-99% -$9.62M 0.01% 244
2015
Q2 		$10.3M Sell
159,567
-2,030
-1% -$140K 0.98% 32
2015
Q1 		$11.6M Sell
161,597
-4,296
-3% -$295K 1.17% 28
2014
Q4 		$10.5M Buy
165,893
+15,075
+10% +$907K 1.27% 21
2014
Q3 		$8.34M Buy
+150,818
New +$9.38M 1.21% 26
2014
Q1 		– Sell
-25
Closed -$1K – 449
2013
Q4 		$1K Hold
25
– – ﹤0.01% 612
2013
Q3 		$1K Buy
+25
New +$1.25K ﹤0.01% 437

Other funds holding TEL

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its TE Connectivity (TEL) stake by 14% in Q1 2026, buying an estimated $279K and bringing the position to 10,154 shares worth $2.12M. The position accounts for 0.01% of the portfolio, ranked #1173.

Carson Wealth (CWM LLC) first reported a position in TEL in Q3 2013 and has held it in 48 quarters since. The position peaked at $11.6M in Q1 2015. 1,281 funds tracked by Wall St. Rank hold TEL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,154 shares of TE Connectivity worth $2.12M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,263 TE Connectivity shares in Q1 2026, an estimated $279K.
  • TE Connectivity made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1173 holding.
  • Carson Wealth (CWM LLC) first reported a position in TE Connectivity in Q3 2013 and has held it in 48 quarters since.
  • Carson Wealth (CWM LLC)'s TE Connectivity position peaked at $11.6M in Q1 2015.
  • 1,281 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2026.

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