Carson Wealth (CWM LLC)
CMRC

Carson Wealth (CWM LLC)’s Commerce.com Inc Series 1 CMRC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CMRC Stock Details CMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$182K Buy
68,025
+29,404
+76% +$91.5K ﹤0.01% 2812
2025
Q4 		$159K Buy
38,621
+7,584
+24% +$35K ﹤0.01% 2744
2025
Q3 		$155K Buy
31,037
+10,638
+52% +$51.1K ﹤0.01% 2638
2025
Q2 		$102K Buy
20,399
+7,917
+63% +$40.8K ﹤0.01% 2700
2025
Q1 		$72K Buy
12,482
+5,820
+87% +$37K ﹤0.01% 2678
2024
Q4 		$41K Sell
6,662
-855
-11% -$5.35K ﹤0.01% 2938
2024
Q3 		$44K Sell
7,517
-1,176
-14% -$7.76K ﹤0.01% 2779
2024
Q2 		$70K Buy
8,693
+276
+3% +$1.97K ﹤0.01% 2225
2024
Q1 		$58K Sell
8,417
-4,730
-36% -$37.9K ﹤0.01% 2200
2023
Q4 		$128K Sell
13,147
-444
-3% -$4.13K ﹤0.01% 1619
2023
Q3 		$134K Buy
13,591
+102
+0.8% +$1.06K ﹤0.01% 1478
2023
Q2 		$134K Sell
13,489
-2,648
-16% -$22.1K ﹤0.01% 1419
2023
Q1 		$144K Sell
16,137
-236
-1% -$2.39K ﹤0.01% 1333
2022
Q4 		$143K Buy
16,373
+5,417
+49% +$58.7K ﹤0.01% 1231
2022
Q3 		$162K Buy
10,956
+2,023
+23% +$34.7K ﹤0.01% 1133
2022
Q2 		$145K Buy
8,933
+1,466
+20% +$26.8K ﹤0.01% 1168
2022
Q1 		$164K Buy
7,467
+2,818
+61% +$75.6K ﹤0.01% 1118
2021
Q4 		$164K Buy
+4,649
New +$219K ﹤0.01% 1104
2021
Q2 		$331K Hold
5,094
– – ﹤0.01% 767
2021
Q1 		$331K Hold
5,094
– – ﹤0.01% 767
2020
Q4 		$331K Hold
5,094
– – ﹤0.01% 767
2020
Q3 		$331K Buy
+5,094
New +$445K ﹤0.01% 767

Other funds holding CMRC

LLL
Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
SST
S Squared Technology New York $322M AUM 92.75% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Commerce.com Inc Series 1 (CMRC) stake by 76% in Q1 2026, buying an estimated $91.5K and bringing the position to 68,025 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #2812.

Carson Wealth (CWM LLC) first reported a position in CMRC in Q3 2020 and has held it in 22 quarters since. The position peaked at $331K in Q2 2021. 148 funds tracked by Wall St. Rank hold CMRC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 68,025 shares of Commerce.com Inc Series 1 worth $182K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 29,404 Commerce.com Inc Series 1 shares in Q1 2026, an estimated $91.5K.
  • Commerce.com Inc Series 1 made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2812 holding.
  • Carson Wealth (CWM LLC) first reported a position in Commerce.com Inc Series 1 in Q3 2020 and has held it in 22 quarters since.
  • Carson Wealth (CWM LLC)'s Commerce.com Inc Series 1 position peaked at $331K in Q2 2021.
  • 148 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q1 2026.

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