Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s CBIZ CBZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CBZ Stock Details CBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$225K Buy
8,388
+6,813
+433% +$240K ﹤0.01% 2632
2025
Q4 		$79K Sell
1,575
-154
-9% -$8.1K ﹤0.01% 3238
2025
Q3 		$92K Sell
1,729
-10,764
-86% -$694K ﹤0.01% 3043
2025
Q2 		$896K Sell
12,493
-486
-4% -$35.2K ﹤0.01% 1300
2025
Q1 		$985K Sell
12,979
-1,808
-12% -$145K ﹤0.01% 1133
2024
Q4 		$1.21M Sell
14,787
-944
-6% -$70.6K 0.01% 983
2024
Q3 		$1.06M Sell
15,731
-831
-5% -$60.4K ﹤0.01% 997
2024
Q2 		$1.23M Sell
16,562
-2,655
-14% -$201K 0.01% 802
2024
Q1 		$1.51M Sell
19,217
-2,787
-13% -$194K 0.01% 701
2023
Q4 		$1.38M Sell
22,004
-2,815
-11% -$159K 0.01% 681
2023
Q3 		$1.29M Sell
24,819
-4,614
-16% -$249K 0.01% 653
2023
Q2 		$1.57M Sell
29,433
-3,944
-12% -$203K 0.01% 577
2023
Q1 		$1.65M Sell
33,377
-1,441
-4% -$69.4K 0.01% 516
2022
Q4 		$1.63M Sell
34,818
-2,739
-7% -$130K 0.01% 478
2022
Q3 		$1.61M Sell
37,557
-2,474
-6% -$108K 0.01% 448
2022
Q2 		$1.6M Sell
40,031
-5,048
-11% -$204K 0.01% 441
2022
Q1 		$1.89M Sell
45,079
-9,394
-17% -$368K 0.01% 413
2021
Q4 		$2.13M Buy
+54,473
New +$2.03M 0.02% 417
2021
Q2 		$2.03M Hold
62,081
– – 0.02% 422
2021
Q1 		$2.03M Hold
62,081
– – 0.02% 422
2020
Q4 		$2.03M Hold
62,081
– – 0.02% 422
2020
Q3 		$2.03M Hold
62,081
– – 0.02% 422
2020
Q2 		$2.03M Hold
62,081
– – 0.02% 422
2020
Q1 		$2.03M Hold
62,081
– – 0.02% 422
2019
Q4 		$2.03M Hold
62,081
– – 0.02% 422
2019
Q3 		$2.03M Hold
62,081
– – 0.02% 422
2019
Q2 		$2.03M Hold
62,081
– – 0.02% 422
2019
Q1 		$2.03M Buy
+62,081
New +$1.25M 0.02% 422

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $103M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its CBIZ (CBZ) stake by 433% in Q1 2026, buying an estimated $240K and bringing the position to 8,388 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #2632.

Carson Wealth (CWM LLC) first reported a position in CBZ in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.13M in Q4 2021. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,388 shares of CBIZ worth $225K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,813 CBIZ shares in Q1 2026, an estimated $240K.
  • CBIZ made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2632 holding.
  • Carson Wealth (CWM LLC) first reported a position in CBIZ in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s CBIZ position peaked at $2.13M in Q4 2021.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

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