Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s SPS Commerce SPSC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPSC Stock Details SPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$293K Buy
5,264
+2,761
+110% +$199K ﹤0.01% 2399
2025
Q4 		$223K Buy
2,503
+1,946
+349% +$180K ﹤0.01% 2483
2025
Q3 		$58K Sell
557
-1,032
-65% -$123K ﹤0.01% 3413
2025
Q2 		$216K Buy
1,589
+868
+120% +$120K ﹤0.01% 2116
2025
Q1 		$96K Buy
721
+356
+98% +$56K ﹤0.01% 2460
2024
Q4 		$67K Sell
365
-54
-13% -$10.1K ﹤0.01% 2580
2024
Q3 		$81K Sell
419
-12
-3% -$2.36K ﹤0.01% 2336
2024
Q2 		$81K Buy
431
+87
+25% +$15.9K ﹤0.01% 2124
2024
Q1 		$64K Buy
344
+120
+54% +$22.1K ﹤0.01% 2147
2023
Q4 		$43K Sell
224
-44
-16% -$7.67K ﹤0.01% 2276
2023
Q3 		$46K Buy
268
+4
+2% +$710 ﹤0.01% 2119
2023
Q2 		$51K Hold
264
– – ﹤0.01% 1975
2023
Q1 		$40K Sell
264
-50
-16% -$7.09K ﹤0.01% 2034
2022
Q4 		$40K Buy
314
+91
+41% +$11.7K ﹤0.01% 1883
2022
Q3 		$28K Buy
223
+59
+36% +$7.15K ﹤0.01% 2016
2022
Q2 		$19K Sell
164
-50
-23% -$5.66K ﹤0.01% 2158
2022
Q1 		$28K Buy
214
+129
+152% +$16.2K ﹤0.01% 1881
2021
Q4 		$12K Buy
+85
New +$12.7K ﹤0.01% 2263
2019
Q1 		– Sell
-112,856
Closed -$4.65M – 3252
2018
Q4 		$4.65M Buy
112,856
+14,534
+15% +$634K 0.12% 163
2018
Q3 		$4.88M Buy
98,322
+26,834
+38% +$1.2M 0.12% 165
2018
Q2 		$2.63M Buy
71,488
+21,234
+42% +$753K 0.09% 192
2018
Q1 		$1.61M Buy
+50,254
New +$1.42M 0.06% 193

Other funds holding SPSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its SPS Commerce (SPSC) stake by 110% in Q1 2026, buying an estimated $199K and bringing the position to 5,264 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #2399.

Carson Wealth (CWM LLC) first reported a position in SPSC in Q1 2018 and has held it in 22 quarters since. The position peaked at $4.88M in Q3 2018. 328 funds tracked by Wall St. Rank hold SPSC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,264 shares of SPS Commerce worth $293K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,761 SPS Commerce shares in Q1 2026, an estimated $199K.
  • SPS Commerce made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2399 holding.
  • Carson Wealth (CWM LLC) first reported a position in SPS Commerce in Q1 2018 and has held it in 22 quarters since.
  • Carson Wealth (CWM LLC)'s SPS Commerce position peaked at $4.88M in Q3 2018.
  • 328 funds tracked by Wall St. Rank held SPS Commerce as of Q1 2026.

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