Carson Wealth (CWM LLC)
BILL icon

Carson Wealth (CWM LLC)’s BILL Holdings BILL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$902K Buy
23,544
+22,741
+2,832% +$1.02M ﹤0.01% 1610
2025
Q4 		$44K Buy
803
+730
+1,000% +$37.5K ﹤0.01% 3687
2025
Q3 		$4K Sell
73
-6
-8% -$279 ﹤0.01% 4790
2025
Q2 		$4K Sell
79
-453
-85% -$20K ﹤0.01% 4660
2025
Q1 		$24K Sell
532
-992
-65% -$66.7K ﹤0.01% 3527
2024
Q4 		$129K Buy
1,524
+629
+70% +$46.9K ﹤0.01% 2112
2024
Q3 		$47K Buy
895
+207
+30% +$10.7K ﹤0.01% 2732
2024
Q2 		$36K Buy
688
+62
+10% +$3.51K ﹤0.01% 2694
2024
Q1 		$43K Buy
626
+328
+110% +$22.9K ﹤0.01% 2389
2023
Q4 		$24K Sell
298
-159
-35% -$13.1K ﹤0.01% 2647
2023
Q3 		$50K Buy
457
+48
+12% +$5.46K ﹤0.01% 2058
2023
Q2 		$48K Buy
409
+262
+178% +$24.9K ﹤0.01% 2016
2023
Q1 		$12K Sell
147
-151
-51% -$14K ﹤0.01% 2834
2022
Q4 		$32K Sell
298
-323
-52% -$38.8K ﹤0.01% 2036
2022
Q3 		$82K Buy
621
+364
+142% +$52.3K ﹤0.01% 1422
2022
Q2 		$28K Buy
257
+52
+25% +$7.57K ﹤0.01% 1917
2022
Q1 		$46K Buy
205
+173
+541% +$36.1K ﹤0.01% 1643
2021
Q4 		$8K Buy
+32
New +$9.05K ﹤0.01% 2457

Other funds holding BILL

ECH
ER Collective Holdings Washington, District of Columbia $326M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its BILL Holdings (BILL) stake by 2,832% in Q1 2026, buying an estimated $1.02M and bringing the position to 23,544 shares worth $902K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Carson Wealth (CWM LLC) first reported a position in BILL in Q4 2021 and has held it in 18 quarters since. 338 funds tracked by Wall St. Rank hold BILL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 23,544 shares of BILL Holdings worth $902K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 22,741 BILL Holdings shares in Q1 2026, an estimated $1.02M.
  • BILL Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1610 holding.
  • Carson Wealth (CWM LLC) first reported a position in BILL Holdings in Q4 2021 and has held it in 18 quarters since.
  • 338 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2026.

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