Carson Wealth (CWM LLC)
LPSN icon

Carson Wealth (CWM LLC)’s LivePerson LPSN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LPSN Stock Details LPSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.17K Hold
459
– – ﹤0.01% 5375
2025
Q4 		$2K Hold
459
– – ﹤0.01% 5098
2025
Q3 		$4K Hold
459
– – ﹤0.01% 4824
2025
Q2 		$7K Hold
459
– – ﹤0.01% 4464
2025
Q1 		$6K Hold
459
– – ﹤0.01% 4377
2024
Q4 		$10K Hold
459
– – ﹤0.01% 3876
2024
Q3 		$9K Sell
459
-6
-1% -$102 ﹤0.01% 3840
2024
Q2 		$4K Buy
+465
New +$4.47K ﹤0.01% 3974
2024
Q1 		– Sell
-38
Closed -$2K – 4546
2023
Q4 		$2K Sell
38
-11
-22% -$506 ﹤0.01% 3815
2023
Q3 		$3K Buy
49
+11
+29% +$724 ﹤0.01% 3684
2023
Q2 		$3K Sell
38
-91
-71% -$5.9K ﹤0.01% 3655
2023
Q1 		$9K Sell
129
-46
-26% -$7.37K ﹤0.01% 3020
2022
Q4 		$27K Buy
175
+57
+48% +$9.13K ﹤0.01% 2157
2022
Q3 		$17K Buy
118
+35
+42% +$6.71K ﹤0.01% 2333
2022
Q2 		$18K Buy
83
+28
+51% +$7.88K ﹤0.01% 2192
2022
Q1 		$20K Buy
55
+27
+96% +$10.9K ﹤0.01% 2086
2021
Q4 		$15K Buy
+28
New +$19.4K ﹤0.01% 2136
2021
Q2 		$22K Hold
23
– – ﹤0.01% 1752
2021
Q1 		$22K Hold
23
– – ﹤0.01% 1752
2020
Q4 		$22K Hold
23
– – ﹤0.01% 1752
2020
Q3 		$22K Hold
23
– – ﹤0.01% 1752
2020
Q2 		$22K Hold
23
– – ﹤0.01% 1752
2020
Q1 		$22K Hold
23
– – ﹤0.01% 1752
2019
Q4 		$22K Hold
23
– – ﹤0.01% 1752
2019
Q3 		$22K Hold
23
– – ﹤0.01% 1752
2019
Q2 		$22K Hold
23
– – ﹤0.01% 1752
2019
Q1 		$22K Buy
+23
New +$8.62K ﹤0.01% 1752

Other funds holding LPSN

DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SAM
Silverback Asset Management Chapel Hill, North Carolina $699M AUM 72.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAI
Aequim Alternative Investments Mill Valley, California $5.16B AUM 9.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its LivePerson (LPSN) position steady in Q1 2026 at 459 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #5375.

Carson Wealth (CWM LLC) first reported a position in LPSN in Q1 2019 and has held it in 27 quarters since. The position peaked at $27K in Q4 2022. 41 funds tracked by Wall St. Rank hold LPSN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 459 shares of LivePerson worth $1.17K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its LivePerson share count unchanged in Q1 2026.
  • LivePerson made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5375 holding.
  • Carson Wealth (CWM LLC) first reported a position in LivePerson in Q1 2019 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s LivePerson position peaked at $27K in Q4 2022.
  • 41 funds tracked by Wall St. Rank held LivePerson as of Q1 2026.

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