Carson Wealth (CWM LLC)
VSXY

Carson Wealth (CWM LLC)’s Victoria's Secret VSXY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VSXY Stock Details VSXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$577K Sell
12,441
-5,285
-30% -$295K ﹤0.01% 1909
2025
Q4 		$960K Buy
17,726
+1,817
+11% +$72.2K ﹤0.01% 1519
2025
Q3 		$432K Buy
15,909
+1,591
+11% +$35.7K ﹤0.01% 1890
2025
Q2 		$265K Sell
14,318
-2,342
-14% -$45.8K ﹤0.01% 1952
2025
Q1 		$310K Buy
16,660
+975
+6% +$28.7K ﹤0.01% 1654
2024
Q4 		$650K Buy
15,685
+6,720
+75% +$237K ﹤0.01% 1280
2024
Q3 		$230K Sell
8,965
-8,994
-50% -$191K ﹤0.01% 1686
2024
Q2 		$317K Buy
17,959
+11,360
+172% +$216K ﹤0.01% 1370
2024
Q1 		$128K Buy
6,599
+234
+4% +$5.74K ﹤0.01% 1743
2023
Q4 		$169K Buy
6,365
+4,730
+289% +$100K ﹤0.01% 1492
2023
Q3 		$27K Buy
1,635
+914
+127% +$17.3K ﹤0.01% 2487
2023
Q2 		$13K Buy
721
+317
+78% +$7.99K ﹤0.01% 2948
2023
Q1 		$14K Sell
404
-54
-12% -$2K ﹤0.01% 2768
2022
Q4 		$16K Sell
458
-5,411
-92% -$215K ﹤0.01% 2532
2022
Q3 		$171K Buy
5,869
+5,374
+1,086% +$181K ﹤0.01% 1114
2022
Q2 		$14K Buy
+495
New +$21.4K ﹤0.01% 2392
2022
Q1 		– Sell
-105
Closed -$6K – 3895
2021
Q4 		$6K Buy
+105
New +$5.47K ﹤0.01% 2674

Other funds holding VSXY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BI
BBFIT Investments Singapore $842M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Victoria's Secret (VSXY) stake by 30% in Q1 2026, selling an estimated $295K and leaving 12,441 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #1909.

Carson Wealth (CWM LLC) first reported a position in VSXY in Q4 2021 and has held it in 17 quarters since. The position peaked at $960K in Q4 2025. 385 funds tracked by Wall St. Rank hold VSXY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,441 shares of Victoria's Secret worth $577K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5,285 Victoria's Secret shares in Q1 2026, an estimated $295K.
  • Victoria's Secret made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1909 holding.
  • Carson Wealth (CWM LLC) first reported a position in Victoria's Secret in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Victoria's Secret position peaked at $960K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Victoria's Secret as of Q1 2026.

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