Carson Wealth (CWM LLC)
JILL icon

Carson Wealth (CWM LLC)’s J. Jill JILL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JILL Stock Details JILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.8K Buy
1,026
+661
+181% +$10.6K ﹤0.01% 4715
2025
Q4 		$5K Buy
365
+99
+37% +$1.5K ﹤0.01% 4820
2025
Q3 		$5K Buy
266
+52
+24% +$857 ﹤0.01% 4734
2025
Q2 		$3K Sell
214
-83
-28% -$1.31K ﹤0.01% 4778
2025
Q1 		$6K Buy
297
+56
+23% +$1.34K ﹤0.01% 4372
2024
Q4 		$7K Sell
241
-634
-72% -$16.3K ﹤0.01% 4052
2024
Q3 		$22K Buy
875
+35
+4% +$1.14K ﹤0.01% 3297
2024
Q2 		$29K Buy
+840
New +$25.7K ﹤0.01% 2865
2023
Q1 		– Sell
-600
Closed -$15K – 4197
2022
Q4 		$15K Buy
+600
New +$13.3K ﹤0.01% 2561

Other funds holding JILL

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
F1I
Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its J. Jill (JILL) stake by 181% in Q1 2026, buying an estimated $10.6K and bringing the position to 1,026 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4715.

Carson Wealth (CWM LLC) first reported a position in JILL in Q4 2022 and has held it in 9 quarters since. The position peaked at $29K in Q2 2024. 83 funds tracked by Wall St. Rank hold JILL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,026 shares of J. Jill worth $11.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 661 J. Jill shares in Q1 2026, an estimated $10.6K.
  • J. Jill made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4715 holding.
  • Carson Wealth (CWM LLC) first reported a position in J. Jill in Q4 2022 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s J. Jill position peaked at $29K in Q2 2024.
  • 83 funds tracked by Wall St. Rank held J. Jill as of Q1 2026.

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