Carson Wealth (CWM LLC)
ZM icon

Carson Wealth (CWM LLC)’s Zoom ZM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.6M Sell
205,948
-121,716
-37% -$10.2M 0.04% 389
2025
Q4 		$28.3M Buy
327,664
+113,127
+53% +$9.52M 0.08% 229
2025
Q3 		$17.7M Buy
214,537
+93,131
+77% +$7.27M 0.05% 303
2025
Q2 		$9.47M Buy
121,406
+40,133
+49% +$3.1M 0.03% 402
2025
Q1 		$6M Buy
81,273
+4,560
+6% +$363K 0.02% 473
2024
Q4 		$6.26M Buy
76,713
+13,796
+22% +$1.08M 0.03% 425
2024
Q3 		$4.39M Buy
62,917
+54,613
+658% +$3.41M 0.02% 469
2024
Q2 		$492K Buy
8,304
+471
+6% +$28.9K ﹤0.01% 1203
2024
Q1 		$512K Buy
7,833
+5,623
+254% +$375K ﹤0.01% 1131
2023
Q4 		$159K Sell
2,210
-765
-26% -$50.6K ﹤0.01% 1523
2023
Q3 		$208K Buy
2,975
+1,459
+96% +$101K ﹤0.01% 1303
2023
Q2 		$103K Sell
1,516
-779
-34% -$52.1K ﹤0.01% 1554
2023
Q1 		$169K Buy
2,295
+445
+24% +$32.1K ﹤0.01% 1269
2022
Q4 		$125K Buy
1,850
+374
+25% +$28.4K ﹤0.01% 1285
2022
Q3 		$109K Sell
1,476
-1,003
-40% -$95.5K ﹤0.01% 1303
2022
Q2 		$268K Buy
2,479
+838
+51% +$88.4K ﹤0.01% 931
2022
Q1 		$192K Buy
1,641
+374
+30% +$50.9K ﹤0.01% 1053
2021
Q4 		$233K Buy
+1,267
New +$298K ﹤0.01% 963
2021
Q2 		$1.83M Hold
4,730
– – 0.01% 456
2021
Q1 		$1.83M Hold
4,730
– – 0.01% 456
2020
Q4 		$1.83M Hold
4,730
– – 0.01% 456
2020
Q3 		$1.83M Hold
4,730
– – 0.01% 456
2020
Q2 		$1.83M Hold
4,730
– – 0.01% 456
2020
Q1 		$1.83M Hold
4,730
– – 0.01% 456
2019
Q4 		$1.83M Hold
4,730
– – 0.01% 456
2019
Q3 		$1.83M Hold
4,730
– – 0.01% 456
2019
Q2 		$1.83M Buy
+4,730
New +$389K 0.01% 456

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Zoom (ZM) stake by 37% in Q1 2026, selling an estimated $10.2M and leaving 205,948 shares worth $16.6M. The position accounts for 0.04% of the portfolio, ranked #389.

Carson Wealth (CWM LLC) first reported a position in ZM in Q2 2019 and has held it in 27 quarters since. The position peaked at $28.3M in Q4 2025. 816 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 205,948 shares of Zoom worth $16.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 121,716 Zoom shares in Q1 2026, an estimated $10.2M.
  • Zoom made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #389 holding.
  • Carson Wealth (CWM LLC) first reported a position in Zoom in Q2 2019 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s Zoom position peaked at $28.3M in Q4 2025.
  • 816 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

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