Carson Wealth (CWM LLC)
ZUMZ icon

Carson Wealth (CWM LLC)’s Zumiez ZUMZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ZUMZ Stock Details ZUMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$457K Buy
20,619
+5,108
+33% +$124K ﹤0.01% 2087
2025
Q4 		$404K Buy
15,511
+4,810
+45% +$116K ﹤0.01% 2053
2025
Q3 		$210K Buy
10,701
+3,950
+59% +$65.2K ﹤0.01% 2407
2025
Q2 		$90K Buy
6,751
+5,460
+423% +$69K ﹤0.01% 2818
2025
Q1 		$19K Sell
1,291
-1,046
-45% -$16.1K ﹤0.01% 3731
2024
Q4 		$45K Sell
2,337
-1,043
-31% -$22.3K ﹤0.01% 2888
2024
Q3 		$72K Buy
3,380
+1,387
+70% +$33.2K ﹤0.01% 2417
2024
Q2 		$39K Buy
1,993
+1,902
+2,090% +$33K ﹤0.01% 2647
2024
Q1 		$1K Sell
91
-12
-12% -$205 ﹤0.01% 4249
2023
Q4 		$2K Sell
103
-377
-79% -$6.76K ﹤0.01% 3859
2023
Q3 		$9K Buy
480
+47
+11% +$847 ﹤0.01% 3217
2023
Q2 		$7K Buy
433
+274
+172% +$4.58K ﹤0.01% 3312
2023
Q1 		$3K Buy
159
+120
+308% +$2.76K ﹤0.01% 3585
2022
Q4 		$1K Sell
39
-9
-19% -$200 ﹤0.01% 3879
2022
Q3 		$1K Sell
48
-9
-16% -$235 ﹤0.01% 3800
2022
Q2 		$1K Sell
57
-22
-28% -$740 ﹤0.01% 3680
2022
Q1 		$3K Sell
79
-8
-9% -$348 ﹤0.01% 3102
2021
Q4 		$4K Buy
+87
New +$3.97K ﹤0.01% 2899

Other funds holding ZUMZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Zumiez (ZUMZ) stake by 33% in Q1 2026, buying an estimated $124K and bringing the position to 20,619 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #2087.

Carson Wealth (CWM LLC) first reported a position in ZUMZ in Q4 2021 and has held it in 18 quarters since. 130 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,619 shares of Zumiez worth $457K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,108 Zumiez shares in Q1 2026, an estimated $124K.
  • Zumiez made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2087 holding.
  • Carson Wealth (CWM LLC) first reported a position in Zumiez in Q4 2021 and has held it in 18 quarters since.
  • 130 funds tracked by Wall St. Rank held Zumiez as of Q1 2026.

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