Carson Wealth (CWM LLC)’s ServiceNow NOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$27.8M Buy
265,929
+139,189
+110% +$16.4M 0.07% 250
2025
Q4
$19.4M Buy
126,740
+70,500
+125% +$12.1M 0.05% 325
2025
Q3
$10.4M Sell
56,240
-2,380
-4% -$445K 0.03% 460
2025
Q2
$12.1M Buy
58,620
+12,845
+28% +$2.42M 0.04% 350
2025
Q1
$7.29M Buy
45,775
+15,495
+51% +$2.99M 0.03% 425
2024
Q4
$6.42M Sell
30,280
-71,920
-70% -$14.6M 0.03% 422
2024
Q3
$18.3M Sell
102,200
-10,275
-9% -$1.69M 0.08% 221
2024
Q2
$17.7M Sell
112,475
-5,810
-5% -$853K 0.08% 221
2024
Q1
$18M Buy
118,285
+3,130
+3% +$474K 0.09% 210
2023
Q4
$16.3M Buy
115,155
+350
+0.3% +$44.1K 0.09% 214
2023
Q3
$12.8M Sell
114,805
-3,690
-3% -$421K 0.08% 206
2023
Q2
$13.3M Sell
118,495
-58,395
-33% -$5.84M 0.08% 199
2023
Q1
$16.4M Sell
176,890
-695
-0.4% -$60.5K 0.11% 165
2022
Q4
$13.8M Sell
177,585
-24,860
-12% -$1.94M 0.1% 171
2022
Q3
$15.3M Sell
202,445
-7,585
-4% -$683K 0.12% 153
2022
Q2
$20M Sell
210,030
-16,585
-7% -$1.58M 0.15% 123
2022
Q1
$25.2M Buy
226,615
+980
+0.4% +$110K 0.18% 113
2021
Q4
$29.3M Buy
+225,635
New +$29.6M 0.21% 100
2021
Q2
$22.5M Hold
204,815
– – 0.18% 116
2021
Q1
$22.5M Hold
204,815
– – 0.18% 116
2020
Q4
$22.5M Hold
204,815
– – 0.18% 116
2020
Q3
$22.5M Hold
204,815
– – 0.18% 116
2020
Q2
$22.5M Hold
204,815
– – 0.18% 116
2020
Q1
$22.5M Hold
204,815
– – 0.18% 116
2019
Q4
$22.5M Hold
204,815
– – 0.18% 116
2019
Q3
$22.5M Hold
204,815
– – 0.18% 116
2019
Q2
$22.5M Hold
204,815
– – 0.18% 116
2019
Q1
$22.5M Buy
204,815
+204,465
+58,419% +$8.99M 0.18% 116
2018
Q4
$12K Buy
350
+175
+100% +$6.21K ﹤0.01% 1276
2018
Q3
$7K Buy
175
+25
+17% +$946 ﹤0.01% 1254
2018
Q2
$5K Hold
150
– – ﹤0.01% 1203
2018
Q1
$5K Hold
150
– – ﹤0.01% 1021
2017
Q4
$4K Buy
+150
New +$3.73K ﹤0.01% 1146
2017
Q3
– Sell
-200
Closed -$4K – 1533
2017
Q2
$4K Buy
+200
New +$3.92K ﹤0.01% 920
2017
Q1
– Sell
-350
Closed -$5K – 1262
2016
Q4
$5K Buy
+350
New +$5.65K ﹤0.01% 856
2014
Q1
– Sell
-285
Closed -$3K – 377
2013
Q4
$3K Sell
285
-15
-5% -$159 ﹤0.01% 572
2013
Q3
$3K Buy
+300
New +$2.76K ﹤0.01% 419

Other funds holding NOW

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

Carson Wealth (CWM LLC) increased its ServiceNow (NOW) stake by 110% in Q1 2026, buying an estimated $16.4M and bringing the position to 265,929 shares worth $27.8M. The position accounts for 0.07% of the portfolio, ranked #250.

Carson Wealth (CWM LLC) first reported a position in NOW in Q3 2013 and has held it in 37 quarters since. The position peaked at $29.3M in Q4 2021. 2,212 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 265,929 shares of ServiceNow worth $27.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 139,189 ServiceNow shares in Q1 2026, an estimated $16.4M.
  • ServiceNow made up 0.07% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #250 holding.
  • Carson Wealth (CWM LLC) first reported a position in ServiceNow in Q3 2013 and has held it in 37 quarters since.
  • Carson Wealth (CWM LLC)'s ServiceNow position peaked at $29.3M in Q4 2021.
  • 2,212 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

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