Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Paycom PAYC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PAYC Stock Details PAYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$529K Buy
4,353
+2,763
+174% +$370K ﹤0.01% 1974
2025
Q4 		$253K Sell
1,590
-305
-16% -$54K ﹤0.01% 2373
2025
Q3 		$394K Sell
1,895
-198
-9% -$44.6K ﹤0.01% 1935
2025
Q2 		$484K Buy
2,093
+12
+0.6% +$2.85K ﹤0.01% 1609
2025
Q1 		$455K Buy
2,081
+66
+3% +$13.9K ﹤0.01% 1488
2024
Q4 		$413K Buy
2,015
+7
+0.3% +$1.43K ﹤0.01% 1462
2024
Q3 		$334K Buy
2,008
+336
+20% +$53.8K ﹤0.01% 1482
2024
Q2 		$239K Buy
1,672
+498
+42% +$85.4K ﹤0.01% 1495
2024
Q1 		$234K Buy
1,174
+322
+38% +$61.6K ﹤0.01% 1444
2023
Q4 		$176K Sell
852
-196
-19% -$41.4K ﹤0.01% 1472
2023
Q3 		$272K Buy
1,048
+269
+35% +$82K ﹤0.01% 1191
2023
Q2 		$250K Buy
779
+118
+18% +$34.8K ﹤0.01% 1177
2023
Q1 		$201K Sell
661
-295
-31% -$88.8K ﹤0.01% 1199
2022
Q4 		$297K Buy
956
+124
+15% +$40K ﹤0.01% 955
2022
Q3 		$274K Buy
832
+213
+34% +$73.3K ﹤0.01% 938
2022
Q2 		$173K Buy
619
+154
+33% +$45.4K ﹤0.01% 1097
2022
Q1 		$161K Buy
465
+258
+125% +$86.5K ﹤0.01% 1128
2021
Q4 		$86K Buy
+207
New +$98K ﹤0.01% 1351
2021
Q2 		$57K Hold
157
– – ﹤0.01% 1343
2021
Q1 		$57K Hold
157
– – ﹤0.01% 1343
2020
Q4 		$57K Hold
157
– – ﹤0.01% 1343
2020
Q3 		$57K Hold
157
– – ﹤0.01% 1343
2020
Q2 		$57K Hold
157
– – ﹤0.01% 1343
2020
Q1 		$57K Hold
157
– – ﹤0.01% 1343
2019
Q4 		$57K Hold
157
– – ﹤0.01% 1343
2019
Q3 		$57K Hold
157
– – ﹤0.01% 1343
2019
Q2 		$57K Hold
157
– – ﹤0.01% 1343
2019
Q1 		$57K Buy
+157
New +$25.5K ﹤0.01% 1343

Other funds holding PAYC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Paycom (PAYC) stake by 174% in Q1 2026, buying an estimated $370K and bringing the position to 4,353 shares worth $529K. The position accounts for ﹤0.01% of the portfolio, ranked #1974.

Carson Wealth (CWM LLC) first reported a position in PAYC in Q1 2019 and has held it in 28 quarters since. 597 funds tracked by Wall St. Rank hold PAYC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,353 shares of Paycom worth $529K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,763 Paycom shares in Q1 2026, an estimated $370K.
  • Paycom made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1974 holding.
  • Carson Wealth (CWM LLC) first reported a position in Paycom in Q1 2019 and has held it in 28 quarters since.
  • 597 funds tracked by Wall St. Rank held Paycom as of Q1 2026.

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