Carson Wealth (CWM LLC)’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.83M | Sell |
14,584
-1,465
| -9% | -$180K | ﹤0.01% | 1237 |
|
|
2025
Q4 | $2.28M | Buy |
16,049
+57
| +0.4% | +$7.06K | 0.01% | 1096 |
|
|
2025
Q3 | $1.6M | Sell |
15,992
-4,823
| -23% | -$543K | ﹤0.01% | 1187 |
|
|
2025
Q2 | $2.59M | Sell |
20,815
-1,435
| -6% | -$153K | 0.01% | 854 |
|
|
2025
Q1 | $2.18M | Sell |
22,250
-476
| -2% | -$56.4K | 0.01% | 800 |
|
|
2024
Q4 | $2.46M | Buy |
22,726
+2,157
| +10% | +$197K | 0.01% | 705 |
|
|
2024
Q3 | $1.34M | Buy |
20,569
+6,387
| +45% | +$382K | 0.01% | 871 |
|
|
2024
Q2 | $806K | Buy |
14,182
+7,948
| +127% | +$469K | ﹤0.01% | 1013 |
|
|
2024
Q1 | $381K | Buy |
6,234
+465
| +8% | +$30.6K | ﹤0.01% | 1229 |
|
|
2023
Q4 | $438K | Sell |
5,769
-525
| -8% | -$32.7K | ﹤0.01% | 1110 |
|
|
2023
Q3 | $368K | Sell |
6,294
-29
| -0.5% | -$1.81K | ﹤0.01% | 1085 |
|
|
2023
Q2 | $402K | Buy |
6,323
+503
| +9% | +$29.7K | ﹤0.01% | 1007 |
|
|
2023
Q1 | $388K | Buy |
5,820
+951
| +20% | +$58.7K | ﹤0.01% | 970 |
|
|
2022
Q4 | $238K | Buy |
4,869
+206
| +4% | +$11.7K | ﹤0.01% | 1034 |
|
|
2022
Q3 | $322K | Sell |
4,663
-58,617
| -93% | -$4.68M | ﹤0.01% | 888 |
|
|
2022
Q2 | $5.3M | Sell |
63,280
-11,056
| -15% | -$1.24M | 0.04% | 284 |
|
|
2022
Q1 | $12.3M | Sell |
74,336
-603
| -0.8% | -$110K | 0.09% | 187 |
|
|
2021
Q4 | $19.7M | Buy |
+74,939
| New | +$22.4M | 0.14% | 144 |
|
|
2021
Q2 | $15.8M | Hold |
40,015
| – | – | 0.13% | 162 |
|
|
2021
Q1 | $15.8M | Hold |
40,015
| – | – | 0.13% | 162 |
|
|
2020
Q4 | $15.8M | Hold |
40,015
| – | – | 0.13% | 162 |
|
|
2020
Q3 | $15.8M | Hold |
40,015
| – | – | 0.13% | 162 |
|
|
2020
Q2 | $15.8M | Hold |
40,015
| – | – | 0.13% | 162 |
|
|
2020
Q1 | $15.8M | Hold |
40,015
| – | – | 0.13% | 162 |
|
|
2019
Q4 | $15.8M | Hold |
40,015
| – | – | 0.13% | 162 |
|
|
2019
Q3 | $15.8M | Hold |
40,015
| – | – | 0.13% | 162 |
|
|
2019
Q2 | $15.8M | Hold |
40,015
| – | – | 0.13% | 162 |
|
|
2019
Q1 | $15.8M | Buy |
+40,015
| New | +$4.51M | 0.13% | 162 |
|
|
2018
Q4 | – | Sell |
-187
| Closed | -$16K | – | 2246 |
|
|
2018
Q3 | $16K | Buy |
+187
| New | +$13.7K | ﹤0.01% | 1020 |
|
|
2016
Q4 | – | Sell |
-130
| Closed | -$8K | – | 1186 |
|
|
2016
Q3 | $8K | Hold |
130
| – | – | ﹤0.01% | 754 |
|
|
2016
Q2 | $5K | Buy |
+130
| New | +$4.03K | ﹤0.01% | 638 |
|
Other funds holding TWLO
VPM
VCM
SHCM
Carson Wealth (CWM LLC)'s TWLO Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Twilio (TWLO) stake by 9.1% in Q1 2026, selling an estimated $180K and leaving 14,584 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1237.
Carson Wealth (CWM LLC) first reported a position in TWLO in Q2 2016 and has held it in 31 quarters since. The position peaked at $19.7M in Q4 2021. 816 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.
- Carson Wealth (CWM LLC) held 14,584 shares of Twilio worth $1.83M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 1,465 Twilio shares in Q1 2026, an estimated $180K.
- Twilio made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1237 holding.
- Carson Wealth (CWM LLC) first reported a position in Twilio in Q2 2016 and has held it in 31 quarters since.
- Carson Wealth (CWM LLC)'s Twilio position peaked at $19.7M in Q4 2021.
- 816 funds tracked by Wall St. Rank held Twilio as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.