Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Wayfair W Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio W Stock Details W Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.09M Sell
27,855
-20,966
-43% -$1.9M 0.01% 1177
2025
Q4 		$4.9M Buy
48,821
+9,331
+24% +$897K 0.01% 782
2025
Q3 		$3.53M Buy
39,490
+29,392
+291% +$2.15M 0.01% 858
2025
Q2 		$516K Buy
10,098
+8,361
+481% +$312K ﹤0.01% 1576
2025
Q1 		$56K Sell
1,737
-1,943
-53% -$80.8K ﹤0.01% 2893
2024
Q4 		$163K Sell
3,680
-1,301
-26% -$61.4K ﹤0.01% 1967
2024
Q3 		$280K Buy
4,981
+2,378
+91% +$115K ﹤0.01% 1584
2024
Q2 		$137K Sell
2,603
-13
-0.5% -$772 ﹤0.01% 1788
2024
Q1 		$178K Sell
2,616
-346
-12% -$19.6K ﹤0.01% 1570
2023
Q4 		$183K Sell
2,962
-333
-10% -$17.4K ﹤0.01% 1458
2023
Q3 		$200K Buy
3,295
+1,352
+70% +$94K ﹤0.01% 1314
2023
Q2 		$126K Buy
1,943
+286
+17% +$12K ﹤0.01% 1453
2023
Q1 		$57K Sell
1,657
-334
-17% -$14.8K ﹤0.01% 1791
2022
Q4 		$65K Buy
1,991
+1,006
+102% +$35.1K ﹤0.01% 1595
2022
Q3 		$32K Sell
985
-103
-9% -$5.44K ﹤0.01% 1923
2022
Q2 		$47K Buy
1,088
+708
+186% +$49.8K ﹤0.01% 1658
2022
Q1 		$42K Buy
380
+90
+31% +$12.7K ﹤0.01% 1683
2021
Q4 		$55K Buy
+290
New +$68.4K ﹤0.01% 1539
2021
Q2 		$78K Hold
247
– – ﹤0.01% 1223
2021
Q1 		$78K Hold
247
– – ﹤0.01% 1223
2020
Q4 		$78K Hold
247
– – ﹤0.01% 1222
2020
Q3 		$78K Hold
247
– – ﹤0.01% 1222
2020
Q2 		$78K Hold
247
– – ﹤0.01% 1222
2020
Q1 		$78K Hold
247
– – ﹤0.01% 1222
2019
Q4 		$78K Hold
247
– – ﹤0.01% 1222
2019
Q3 		$78K Hold
247
– – ﹤0.01% 1222
2019
Q2 		$78K Hold
247
– – ﹤0.01% 1222
2019
Q1 		$78K Buy
+247
New +$32.2K ﹤0.01% 1222
2018
Q3 		– Sell
-99
Closed -$12K – 2012
2018
Q2 		$12K Buy
+99
New +$8.59K ﹤0.01% 963

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GHP
Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Wayfair (W) stake by 43% in Q1 2026, selling an estimated $1.9M and leaving 27,855 shares worth $2.09M. The position accounts for 0.01% of the portfolio, ranked #1177.

Carson Wealth (CWM LLC) first reported a position in W in Q2 2018 and has held it in 29 quarters since. The position peaked at $4.9M in Q4 2025. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

  • Carson Wealth (CWM LLC) held 27,855 shares of Wayfair worth $2.09M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 20,966 Wayfair shares in Q1 2026, an estimated $1.9M.
  • Wayfair made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1177 holding.
  • Carson Wealth (CWM LLC) first reported a position in Wayfair in Q2 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Wayfair position peaked at $4.9M in Q4 2025.
  • 443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

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