Carson Wealth (CWM LLC)
BIRD icon

Carson Wealth (CWM LLC)’s Smartbird Inc BIRD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BIRD Stock Details BIRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$226 Hold
75
– – ﹤0.01% 5524
2025
Q4 		$0 Hold
75
– – ﹤0.01% 5376
2025
Q3 		$0 Sell
75
-10
-12% -$82 ﹤0.01% 5268
2025
Q2 		$1K Buy
85
+10
+13% +$70 ﹤0.01% 4972
2025
Q1 		$0 Hold
75
– – ﹤0.01% 5055
2024
Q4 		$1K Hold
75
– – ﹤0.01% 4662
2024
Q3 		$1K Sell
75
-3
-4% -$38 ﹤0.01% 4522
2024
Q2 		$1K Buy
78
+2
+3% +$24 ﹤0.01% 4318
2024
Q1 		$1K Buy
76
+1
+1% +$19 ﹤0.01% 4082
2023
Q4 		$2K Sell
75
-3
-4% -$59 ﹤0.01% 3778
2023
Q3 		$2K Buy
78
+3
+4% +$81 ﹤0.01% 3755
2023
Q2 		$2K Sell
75
-16
-18% -$399 ﹤0.01% 3752
2023
Q1 		$2K Buy
91
+7
+8% +$323 ﹤0.01% 3617
2022
Q4 		$4K Buy
84
+9
+12% +$527 ﹤0.01% 3265
2022
Q3 		$5K Hold
75
– – ﹤0.01% 3041
2022
Q2 		$6K Buy
+75
New +$7.57K ﹤0.01% 2852
2022
Q1 		– Sell
-75
Closed -$23K – 3528
2021
Q4 		$23K Buy
+75
New +$28.1K ﹤0.01% 1909

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
PLU
Performa Ltd (US) Charleston, South Carolina $442M AUM 13.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Smartbird Inc (BIRD) position steady in Q1 2026 at 75 shares worth $226. The position accounts for ﹤0.01% of the portfolio, ranked #5524.

Carson Wealth (CWM LLC) first reported a position in BIRD in Q4 2021 and has held it in 17 quarters since. The position peaked at $23K in Q4 2021. 38 funds tracked by Wall St. Rank hold BIRD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 75 shares of Smartbird Inc worth $226 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Smartbird Inc share count unchanged in Q1 2026.
  • Smartbird Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5524 holding.
  • Carson Wealth (CWM LLC) first reported a position in Smartbird Inc in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Smartbird Inc position peaked at $23K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2026.

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