Carson Wealth (CWM LLC)
LAW icon

Carson Wealth (CWM LLC)’s CS Disco LAW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LAW Stock Details LAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$58.9K Buy
15,412
+10,120
+191% +$50K ﹤0.01% 3694
2025
Q4 		$41K Buy
5,292
+488
+10% +$3.44K ﹤0.01% 3744
2025
Q3 		$31K Buy
4,804
+2,035
+73% +$10.2K ﹤0.01% 3865
2025
Q2 		$12K Buy
2,769
+2,222
+406% +$8.71K ﹤0.01% 4209
2025
Q1 		$2K Buy
547
+298
+120% +$1.45K ﹤0.01% 4772
2024
Q4 		$1K Buy
249
+43
+21% +$250 ﹤0.01% 4735
2024
Q3 		$1K Buy
206
+152
+281% +$848 ﹤0.01% 4616
2024
Q2 		$0 Buy
+54
New +$373 ﹤0.01% 4765
2023
Q4 		– Sell
-21
Closed – – 4345
2023
Q3 		$0 Buy
+21
New +$183 ﹤0.01% 4358
2023
Q2 		– Sell
-90
Closed -$1K – 4330
2023
Q1 		$1K Sell
90
-25
-22% -$178 ﹤0.01% 3862
2022
Q4 		$1K Buy
115
+63
+121% +$538 ﹤0.01% 3777
2022
Q3 		$1K Buy
52
+13
+33% +$236 ﹤0.01% 3683
2022
Q2 		$1K Buy
+39
New +$1K ﹤0.01% 3572

Other funds holding LAW

DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SP
Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Carson Wealth (CWM LLC) increased its CS Disco (LAW) stake by 191% in Q1 2026, buying an estimated $50K and bringing the position to 15,412 shares worth $58.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3694.

Carson Wealth (CWM LLC) first reported a position in LAW in Q2 2022 and has held it in 13 quarters since. 123 funds tracked by Wall St. Rank hold LAW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 15,412 shares of CS Disco worth $58.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 10,120 CS Disco shares in Q1 2026, an estimated $50K.
  • CS Disco made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3694 holding.
  • Carson Wealth (CWM LLC) first reported a position in CS Disco in Q2 2022 and has held it in 13 quarters since.
  • 123 funds tracked by Wall St. Rank held CS Disco as of Q1 2026.

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