Carson Wealth (CWM LLC)
LZ icon

Carson Wealth (CWM LLC)’s LegalZoom.com LZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LZ Stock Details LZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$342K Sell
60,292
-94,586
-61% -$718K ﹤0.01% 2299
2025
Q4 		$1.54M Buy
154,878
+34,851
+29% +$346K ﹤0.01% 1274
2025
Q3 		$1.25M Buy
120,027
+30,734
+34% +$306K ﹤0.01% 1292
2025
Q2 		$796K Buy
89,293
+37,498
+72% +$314K ﹤0.01% 1372
2025
Q1 		$446K Buy
51,795
+44,484
+608% +$398K ﹤0.01% 1499
2024
Q4 		$55K Buy
7,311
+3,969
+119% +$29.9K ﹤0.01% 2731
2024
Q3 		$21K Buy
3,342
+853
+34% +$5.58K ﹤0.01% 3325
2024
Q2 		$21K Buy
2,489
+2,064
+486% +$21.3K ﹤0.01% 3081
2024
Q1 		$6K Buy
425
+87
+26% +$1K ﹤0.01% 3589
2023
Q4 		$4K Buy
338
+175
+107% +$1.9K ﹤0.01% 3610
2023
Q3 		$2K Sell
163
-54
-25% -$662 ﹤0.01% 3827
2023
Q2 		$3K Hold
217
– – ﹤0.01% 3659
2023
Q1 		$2K Sell
217
-183
-46% -$1.55K ﹤0.01% 3669
2022
Q4 		$3K Buy
400
+363
+981% +$3.15K ﹤0.01% 3429
2022
Q3 		$0 Buy
+37
New +$383 ﹤0.01% 4077

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its LegalZoom.com (LZ) stake by 61% in Q1 2026, selling an estimated $718K and leaving 60,292 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #2299.

Carson Wealth (CWM LLC) first reported a position in LZ in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.54M in Q4 2025. 238 funds tracked by Wall St. Rank hold LZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 60,292 shares of LegalZoom.com worth $342K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 94,586 LegalZoom.com shares in Q1 2026, an estimated $718K.
  • LegalZoom.com made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2299 holding.
  • Carson Wealth (CWM LLC) first reported a position in LegalZoom.com in Q3 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s LegalZoom.com position peaked at $1.54M in Q4 2025.
  • 238 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2026.

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