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
2023
Q3 		– Sell
-400
Closed -$1K – 4187
2023
Q2 		$1K Hold
400
– – ﹤0.01% 3910
2023
Q1 		$1K Sell
400
-400
-50% -$4.05K ﹤0.01% 3775
2022
Q4 		$1K Buy
800
+400
+100% +$4.33K ﹤0.01% 3698
2022
Q3 		$2K Buy
400
+200
+100% +$3.43K ﹤0.01% 3421
2022
Q2 		$1K Buy
+200
New +$3.66K ﹤0.01% 3492
2021
Q2 		$2K Hold
200
– – ﹤0.01% 2621
2021
Q1 		$2K Hold
200
– – ﹤0.01% 2621
2020
Q4 		$2K Hold
200
– – ﹤0.01% 2621
2020
Q3 		$2K Buy
+200
New +$17.5K ﹤0.01% 2621

Other funds holding CMRC

LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
SST
S Squared Technology New York $264M AUM 73.25% 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. 146 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.
  • 146 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.