Carson Wealth (CWM LLC)
VUZI icon

Carson Wealth (CWM LLC)’s Vuzix VUZI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VUZI Stock Details VUZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$47.2K Buy
20,435
+19,967
+4,266% +$54.5K ﹤0.01% 3862
2025
Q4 		$2K Buy
468
+223
+91% +$701 ﹤0.01% 5146
2025
Q3 		$1K Buy
+245
New +$578 ﹤0.01% 5208
2024
Q3 		– Sell
-324
Closed – – 5188
2024
Q2 		$0 Buy
324
+133
+70% +$183 ﹤0.01% 4981
2024
Q1 		$0 Buy
191
+14
+8% +$23 ﹤0.01% 4790
2023
Q4 		$0 Sell
177
-767
-81% -$2.09K ﹤0.01% 4548
2023
Q3 		$3K Buy
944
+267
+39% +$1.18K ﹤0.01% 3720
2023
Q2 		$3K Hold
677
– – ﹤0.01% 3715
2023
Q1 		$3K Hold
677
– – ﹤0.01% 3581
2022
Q4 		$2K Buy
677
+500
+282% +$2.29K ﹤0.01% 3641
2022
Q3 		$1K Hold
177
– – ﹤0.01% 3793
2022
Q2 		$1K Hold
177
– – ﹤0.01% 3671
2022
Q1 		$1K Hold
177
– – ﹤0.01% 3434
2021
Q4 		$2K Buy
+177
New +$1.91K ﹤0.01% 3199
2021
Q2 		$49K Hold
2,677
– – ﹤0.01% 1417
2021
Q1 		$49K Hold
2,677
– – ﹤0.01% 1417
2020
Q4 		$49K Hold
2,677
– – ﹤0.01% 1417
2020
Q3 		$49K Hold
2,677
– – ﹤0.01% 1417
2020
Q2 		$49K Hold
2,677
– – ﹤0.01% 1417
2020
Q1 		$49K Hold
2,677
– – ﹤0.01% 1417
2019
Q4 		$49K Hold
2,677
– – ﹤0.01% 1417
2019
Q3 		$49K Hold
2,677
– – ﹤0.01% 1417
2019
Q2 		$49K Hold
2,677
– – ﹤0.01% 1417
2019
Q1 		$49K Buy
+2,677
New +$10.7K ﹤0.01% 1417

Other funds holding VUZI

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Carson Wealth (CWM LLC) increased its Vuzix (VUZI) stake by 4,266% in Q1 2026, buying an estimated $54.5K and bringing the position to 20,435 shares worth $47.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3862.

Carson Wealth (CWM LLC) first reported a position in VUZI in Q1 2019 and has held it in 24 quarters since. The position peaked at $49K in Q2 2021. 114 funds tracked by Wall St. Rank hold VUZI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,435 shares of Vuzix worth $47.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 19,967 Vuzix shares in Q1 2026, an estimated $54.5K.
  • Vuzix made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3862 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vuzix in Q1 2019 and has held it in 24 quarters since.
  • Carson Wealth (CWM LLC)'s Vuzix position peaked at $49K in Q2 2021.
  • 114 funds tracked by Wall St. Rank held Vuzix as of Q1 2026.

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