Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Bilibili BILI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BILI Stock Details BILI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51.3K Buy
2,274
+95
+4% +$2.74K ﹤0.01% 3800
2025
Q4 		$54K Buy
2,179
+29
+1% +$780 ﹤0.01% 3543
2025
Q3 		$60K Buy
2,150
+184
+9% +$4.41K ﹤0.01% 3370
2025
Q2 		$42K Sell
1,966
-100
-5% -$1.84K ﹤0.01% 3407
2025
Q1 		$39K Sell
2,066
-4
-0.2% -$77 ﹤0.01% 3178
2024
Q4 		$37K Sell
2,070
-150
-7% -$3.14K ﹤0.01% 2999
2024
Q3 		$52K Sell
2,220
-12
-0.5% -$186 ﹤0.01% 2653
2024
Q2 		$34K Buy
2,232
+853
+62% +$11.9K ﹤0.01% 2740
2024
Q1 		$15K Buy
1,379
+427
+45% +$4.48K ﹤0.01% 3073
2023
Q4 		$12K Sell
952
-223
-19% -$2.91K ﹤0.01% 3069
2023
Q3 		$16K Buy
1,175
+282
+32% +$4.36K ﹤0.01% 2819
2023
Q2 		$13K Sell
893
-28
-3% -$514 ﹤0.01% 2905
2023
Q1 		$22K Buy
921
+132
+17% +$3.14K ﹤0.01% 2424
2022
Q4 		$19K Buy
789
+446
+130% +$7.09K ﹤0.01% 2397
2022
Q3 		$5K Sell
343
-41
-11% -$933 ﹤0.01% 3040
2022
Q2 		$10K Buy
384
+82
+27% +$1.97K ﹤0.01% 2567
2022
Q1 		$8K Sell
302
-285
-49% -$9.17K ﹤0.01% 2594
2021
Q4 		$27K Buy
+587
New +$39.2K ﹤0.01% 1821
2021
Q2 		$84K Hold
686
– – ﹤0.01% 1196
2021
Q1 		$84K Hold
686
– – ﹤0.01% 1196
2020
Q4 		$84K Hold
686
– – ﹤0.01% 1196
2020
Q3 		$84K Hold
686
– – ﹤0.01% 1196
2020
Q2 		$84K Hold
686
– – ﹤0.01% 1196
2020
Q1 		$84K Hold
686
– – ﹤0.01% 1196
2019
Q4 		$84K Hold
686
– – ﹤0.01% 1196
2019
Q3 		$84K Hold
686
– – ﹤0.01% 1196
2019
Q2 		$84K Hold
686
– – ﹤0.01% 1196
2019
Q1 		$84K Buy
+686
New +$12K ﹤0.01% 1196

Other funds holding BILI

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SP
SIH Partners Wilmington, Delaware $15.9B AUM 46.78% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Step Capital Management Singapore $463M AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Bilibili (BILI) stake by 4.4% in Q1 2026, buying an estimated $2.74K and bringing the position to 2,274 shares worth $51.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3800.

Carson Wealth (CWM LLC) first reported a position in BILI in Q1 2019 and has held it in 28 quarters since. The position peaked at $84K in Q2 2021. 158 funds tracked by Wall St. Rank hold BILI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,274 shares of Bilibili worth $51.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 95 Bilibili shares in Q1 2026, an estimated $2.74K.
  • Bilibili made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3800 holding.
  • Carson Wealth (CWM LLC) first reported a position in Bilibili in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Bilibili position peaked at $84K in Q2 2021.
  • 158 funds tracked by Wall St. Rank held Bilibili as of Q1 2026.

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