Carson Wealth (CWM LLC)
PBI icon

Carson Wealth (CWM LLC)’s Pitney Bowes PBI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PBI Stock Details PBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$260K Buy
23,574
+5,974
+34% +$62.7K ﹤0.01% 2499
2025
Q4 		$186K Sell
17,600
-4,162
-19% -$43.2K ﹤0.01% 2630
2025
Q3 		$248K Buy
21,762
+280
+1% +$3.26K ﹤0.01% 2277
2025
Q2 		$234K Sell
21,482
-4,032
-16% -$37.9K ﹤0.01% 2039
2025
Q1 		$231K Buy
25,514
+19,700
+339% +$178K ﹤0.01% 1830
2024
Q4 		$42K Sell
5,814
-66
-1% -$490 ﹤0.01% 2933
2024
Q3 		$42K Buy
5,880
+414
+8% +$2.79K ﹤0.01% 2825
2024
Q2 		$28K Buy
5,466
+75
+1% +$358 ﹤0.01% 2895
2024
Q1 		$23K Sell
5,391
-3
-0.1% -$12 ﹤0.01% 2805
2023
Q4 		$24K Sell
5,394
-7,254
-57% -$28.1K ﹤0.01% 2662
2023
Q3 		$38K Buy
12,648
+253
+2% +$866 ﹤0.01% 2248
2023
Q2 		$44K Buy
12,395
+10,554
+573% +$36.6K ﹤0.01% 2079
2023
Q1 		$7K Hold
1,841
– – ﹤0.01% 3153
2022
Q4 		$7K Buy
1,841
+64
+4% +$216 ﹤0.01% 3022
2022
Q3 		$4K Buy
+1,777
New +$5.7K ﹤0.01% 3196
2018
Q3 		– Sell
-225
Closed -$2K – 1951
2018
Q2 		$2K Buy
225
+18
+9% +$174 ﹤0.01% 1405
2018
Q1 		$2K Buy
207
+3
+1% +$37 ﹤0.01% 1194
2017
Q4 		$2K Hold
204
– – ﹤0.01% 1288
2017
Q3 		$3K Hold
204
– – ﹤0.01% 1215
2017
Q2 		$3K Hold
204
– – ﹤0.01% 968
2017
Q1 		$3K Hold
204
– – ﹤0.01% 948
2016
Q4 		$3K Buy
+204
New +$3.25K ﹤0.01% 934

Other funds holding PBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $75.5M AUM 56.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $357M AUM 38.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Pitney Bowes (PBI) stake by 34% in Q1 2026, buying an estimated $62.7K and bringing the position to 23,574 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #2499.

Carson Wealth (CWM LLC) first reported a position in PBI in Q4 2016 and has held it in 22 quarters since. 321 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 23,574 shares of Pitney Bowes worth $260K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,974 Pitney Bowes shares in Q1 2026, an estimated $62.7K.
  • Pitney Bowes made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2499 holding.
  • Carson Wealth (CWM LLC) first reported a position in Pitney Bowes in Q4 2016 and has held it in 22 quarters since.
  • 321 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

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