Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Commerce Bancshares CBSH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CBSH Stock Details CBSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.34M Buy
27,292
+6,426
+31% +$334K ﹤0.01% 1383
2025
Q4 		$1.09M Sell
20,866
-119,723
-85% -$6.26M ﹤0.01% 1441
2025
Q3 		$8M Buy
140,589
+11,961
+9% +$703K 0.02% 548
2025
Q2 		$7.62M Buy
128,628
+1,140
+0.9% +$66.9K 0.03% 469
2025
Q1 		$7.56M Sell
127,488
-4,125
-3% -$251K 0.03% 413
2024
Q4 		$7.81M Sell
131,613
-13,392
-9% -$807K 0.03% 375
2024
Q3 		$7.81M Buy
145,005
+1,107
+0.8% +$61.5K 0.03% 354
2024
Q2 		$7.28M Sell
143,898
-7,674
-5% -$379K 0.03% 351
2024
Q1 		$7.31M Sell
151,572
-11,186
-7% -$531K 0.04% 345
2023
Q4 		$7.88M Sell
162,758
-8,273
-5% -$357K 0.04% 312
2023
Q3 		$7.09M Buy
171,031
+16,581
+11% +$717K 0.04% 298
2023
Q2 		$6.5M Sell
154,450
-1,961
-1% -$86.9K 0.04% 297
2023
Q1 		$7.88M Sell
156,411
-3,584
-2% -$200K 0.05% 248
2022
Q4 		$9.41M Sell
159,995
-4,497
-3% -$262K 0.07% 207
2022
Q3 		$8.95M Buy
164,492
+3,115
+2% +$178K 0.07% 208
2022
Q2 		$8.72M Buy
161,377
+5,237
+3% +$294K 0.07% 214
2022
Q1 		$9.2M Buy
156,140
+139,721
+851% +$8.16M 0.07% 215
2021
Q4 		$929K Buy
+16,419
New +$924K 0.01% 588
2021
Q2 		$929K Hold
15,895
– – 0.01% 573
2021
Q1 		$929K Hold
15,895
– – 0.01% 573
2020
Q4 		$929K Sell
15,895
-795
-5% -$38.5K 0.01% 573
2020
Q3 		$929K Hold
16,690
– – 0.01% 573
2020
Q2 		$929K Hold
16,690
– – 0.01% 573
2020
Q1 		$929K Hold
16,690
– – 0.01% 573
2019
Q4 		$929K Sell
16,690
-834
-5% -$38.9K 0.01% 573
2019
Q3 		$929K Hold
17,524
– – 0.01% 573
2019
Q2 		$929K Hold
17,524
– – 0.01% 573
2019
Q1 		$929K Buy
17,524
+17,511
+134,700% +$750K 0.01% 573
2018
Q4 		$1K Hold
13
– – ﹤0.01% 1852
2018
Q3 		$1K Sell
13
-11
-46% -$513 ﹤0.01% 1625
2018
Q2 		$1K Buy
+24
New +$1.04K ﹤0.01% 1490

Other funds holding CBSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Commerce Bancshares (CBSH) stake by 31% in Q1 2026, buying an estimated $334K and bringing the position to 27,292 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Carson Wealth (CWM LLC) first reported a position in CBSH in Q2 2018 and has held it in 31 quarters since. The position peaked at $9.41M in Q4 2022. 474 funds tracked by Wall St. Rank hold CBSH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 27,292 shares of Commerce Bancshares worth $1.34M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,426 Commerce Bancshares shares in Q1 2026, an estimated $334K.
  • Commerce Bancshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1383 holding.
  • Carson Wealth (CWM LLC) first reported a position in Commerce Bancshares in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s Commerce Bancshares position peaked at $9.41M in Q4 2022.
  • 474 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2026.

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