Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Visa V Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$81.5M Buy
269,729
+14,358
+6% +$4.62M 0.21% 93
2025
Q4 		$89.6M Buy
255,371
+19,332
+8% +$6.59M 0.24% 81
2025
Q3 		$80.6M Buy
236,039
+18,192
+8% +$6.3M 0.24% 81
2025
Q2 		$77.3M Sell
217,847
-19,984
-8% -$6.97M 0.27% 73
2025
Q1 		$83.3M Buy
237,831
+2,934
+1% +$993K 0.33% 61
2024
Q4 		$74.2M Buy
234,897
+11,733
+5% +$3.53M 0.31% 58
2024
Q3 		$61.4M Buy
223,164
+24
+0% +$6.49K 0.26% 70
2024
Q2 		$58.6M Buy
223,140
+34,543
+18% +$9.47M 0.28% 67
2024
Q1 		$52.6M Buy
188,597
+4,303
+2% +$1.19M 0.26% 76
2023
Q4 		$48M Sell
184,294
-450
-0.2% -$111K 0.26% 79
2023
Q3 		$42.5M Sell
184,744
-4,251
-2% -$1.02M 0.26% 74
2023
Q2 		$44.9M Sell
188,995
-7,204
-4% -$1.65M 0.28% 69
2023
Q1 		$44.2M Buy
196,199
+4,713
+2% +$1.05M 0.3% 65
2022
Q4 		$39.8M Buy
191,486
+13,283
+7% +$2.68M 0.29% 66
2022
Q3 		$31.7M Buy
178,203
+6,566
+4% +$1.34M 0.25% 77
2022
Q2 		$33.8M Buy
171,637
+9,345
+6% +$1.93M 0.26% 75
2022
Q1 		$36M Sell
162,292
-110,734
-41% -$23.9M 0.26% 70
2021
Q4 		$59.2M Buy
+273,026
New +$58.6M 0.42% 44
2021
Q2 		$50.3M Hold
215,120
– – 0.4% 43
2021
Q1 		$50.3M Hold
215,120
– – 0.4% 43
2020
Q4 		$50.3M Hold
215,120
– – 0.4% 43
2020
Q3 		$50.3M Hold
215,120
– – 0.4% 43
2020
Q2 		$50.3M Hold
215,120
– – 0.4% 43
2020
Q1 		$50.3M Hold
215,120
– – 0.4% 43
2019
Q4 		$50.3M Hold
215,120
– – 0.4% 43
2019
Q3 		$50.3M Hold
215,120
– – 0.4% 43
2019
Q2 		$50.3M Hold
215,120
– – 0.4% 43
2019
Q1 		$50.3M Buy
215,120
+189,846
+751% +$27.4M 0.4% 43
2018
Q4 		$3.33M Buy
25,274
+15,652
+163% +$2.16M 0.08% 208
2018
Q3 		$1.44M Buy
9,622
+6,795
+240% +$966K 0.04% 282
2018
Q2 		$374K Buy
2,827
+868
+44% +$112K 0.01% 356
2018
Q1 		$234K Sell
1,959
-139
-7% -$16.8K 0.01% 349
2017
Q4 		$239K Sell
2,098
-1,466
-41% -$162K 0.01% 327
2017
Q3 		$375K Sell
3,564
-305,686
-99% -$31M 0.02% 276
2017
Q2 		$29M Sell
309,250
-1,160
-0.4% -$108K 1.49% 16
2017
Q1 		$27.6M Buy
310,410
+39,895
+15% +$3.43M 1.56% 14
2016
Q4 		$21.1M Buy
270,515
+31,656
+13% +$2.54M 1.29% 23
2016
Q3 		$19.8M Buy
238,859
+38,227
+19% +$3.06M 1.36% 18
2016
Q2 		$14.9M Buy
200,632
+42,116
+27% +$3.3M 1.09% 27
2016
Q1 		$12.1M Buy
158,516
+15,458
+11% +$1.12M 1.06% 26
2015
Q4 		$11.1M Buy
143,058
+14,841
+12% +$1.15M 1.08% 28
2015
Q3 		$8.93M Buy
128,217
+18,740
+17% +$1.34M 0.9% 42
2015
Q2 		$7.35M Buy
109,477
+16,568
+18% +$1.12M 0.71% 58
2015
Q1 		$6.08M Buy
92,909
+30,017
+48% +$1.98M 0.62% 62
2014
Q4 		$4.12M Buy
62,892
+45,496
+262% +$2.74M 0.5% 71
2014
Q3 		$928K Buy
17,396
+12,488
+254% +$671K 0.13% 133
2014
Q2 		$259K Buy
+4,908
New +$257K 0.05% 151
2014
Q1 		– Sell
-1,936
Closed -$108K – 473
2013
Q4 		$108K Buy
1,936
+232
+14% +$11.7K 0.02% 190
2013
Q3 		$81K Buy
+1,704
New +$78.7K 0.02% 161

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Visa (V) stake by 5.6% in Q1 2026, buying an estimated $4.62M and bringing the position to 269,729 shares worth $81.5M. The position accounts for 0.21% of the portfolio, ranked #93.

Carson Wealth (CWM LLC) first reported a position in V in Q3 2013 and has held it in 49 quarters since. The position peaked at $89.6M in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Carson Wealth (CWM LLC) held 269,729 shares of Visa worth $81.5M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 14,358 Visa shares in Q1 2026, an estimated $4.62M.
  • Visa made up 0.21% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #93 holding.
  • Carson Wealth (CWM LLC) first reported a position in Visa in Q3 2013 and has held it in 49 quarters since.
  • Carson Wealth (CWM LLC)'s Visa position peaked at $89.6M in Q4 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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