Carson Wealth (CWM LLC)’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.51M | Buy |
5,195
+292
| +6% | +$89.6K | ﹤0.01% | 1323 |
|
|
2025
Q4 | $1.61M | Sell |
4,903
-27
| -0.5% | -$8.84K | ﹤0.01% | 1251 |
|
|
2025
Q3 | $1.7M | Sell |
4,930
-209
| -4% | -$67.7K | 0.01% | 1161 |
|
|
2025
Q2 | $1.57M | Buy |
5,139
+1,949
| +61% | +$604K | 0.01% | 1038 |
|
|
2025
Q1 | $1.08M | Buy |
3,190
+94
| +3% | +$30.6K | ﹤0.01% | 1084 |
|
|
2024
Q4 | $970K | Buy |
3,096
+149
| +5% | +$45.7K | ﹤0.01% | 1100 |
|
|
2024
Q3 | $868K | Buy |
2,947
+618
| +27% | +$173K | ﹤0.01% | 1117 |
|
|
2024
Q2 | $611K | Buy |
2,329
+27
| +1% | +$6.97K | ﹤0.01% | 1113 |
|
|
2024
Q1 | $633K | Buy |
2,302
+252
| +12% | +$66.3K | ﹤0.01% | 1038 |
|
|
2023
Q4 | $494K | Sell |
2,050
-199
| -9% | -$46K | ﹤0.01% | 1066 |
|
|
2023
Q3 | $470K | Buy |
2,249
+292
| +15% | +$62.3K | ﹤0.01% | 999 |
|
|
2023
Q2 | $461K | Buy |
1,957
+16
| +0.8% | +$3.69K | ﹤0.01% | 967 |
|
|
2023
Q1 | $451K | Sell |
1,941
-146
| -7% | -$35.3K | ﹤0.01% | 917 |
|
|
2022
Q4 | $510K | Buy |
2,087
+380
| +22% | +$86.8K | ﹤0.01% | 809 |
|
|
2022
Q3 | $343K | Buy |
1,707
+302
| +21% | +$62.3K | ﹤0.01% | 861 |
|
|
2022
Q2 | $277K | Sell |
1,405
-15
| -1% | -$3.22K | ﹤0.01% | 918 |
|
|
2022
Q1 | $335K | Buy |
1,420
+295
| +26% | +$67.5K | ﹤0.01% | 848 |
|
|
2021
Q4 | $267K | Buy |
+1,125
| New | +$266K | ﹤0.01% | 915 |
|
|
2021
Q2 | $221K | Hold |
959
| – | – | ﹤0.01% | 873 |
|
|
2021
Q1 | $221K | Hold |
959
| – | – | ﹤0.01% | 873 |
|
|
2020
Q4 | $221K | Hold |
959
| – | – | ﹤0.01% | 873 |
|
|
2020
Q3 | $221K | Hold |
959
| – | – | ﹤0.01% | 873 |
|
|
2020
Q2 | $221K | Hold |
959
| – | – | ﹤0.01% | 873 |
|
|
2020
Q1 | $221K | Hold |
959
| – | – | ﹤0.01% | 873 |
|
|
2019
Q4 | $221K | Hold |
959
| – | – | ﹤0.01% | 873 |
|
|
2019
Q3 | $221K | Hold |
959
| – | – | ﹤0.01% | 873 |
|
|
2019
Q2 | $221K | Hold |
959
| – | – | ﹤0.01% | 873 |
|
|
2019
Q1 | $221K | Buy |
959
+911
| +1,898% | +$151K | ﹤0.01% | 873 |
|
|
2018
Q4 | $7K | Buy |
+48
| New | +$7.18K | ﹤0.01% | 1461 |
|
|
2018
Q3 | – | Sell |
-7
| Closed | -$1K | – | 2016 |
|
|
2018
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 1621 |
|
|
2018
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 1345 |
|
|
2017
Q4 | $1K | Buy |
7
+2
| +40% | +$316 | ﹤0.01% | 1410 |
|
|
2017
Q3 | $1K | Buy |
+5
| New | +$747 | ﹤0.01% | 1429 |
|
|
2017
Q1 | – | Sell |
-24
| Closed | -$3K | – | 1336 |
|
|
2016
Q4 | $3K | Buy |
+24
| New | +$2.99K | ﹤0.01% | 945 |
|
Other funds holding WTW
VCM
VPM
Carson Wealth (CWM LLC)'s WTW Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Willis Towers Watson (WTW) stake by 6% in Q1 2026, buying an estimated $89.6K and bringing the position to 5,195 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1323.
Carson Wealth (CWM LLC) first reported a position in WTW in Q4 2016 and has held it in 34 quarters since. The position peaked at $1.7M in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.
- Carson Wealth (CWM LLC) held 5,195 shares of Willis Towers Watson worth $1.51M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 292 Willis Towers Watson shares in Q1 2026, an estimated $89.6K.
- Willis Towers Watson made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1323 holding.
- Carson Wealth (CWM LLC) first reported a position in Willis Towers Watson in Q4 2016 and has held it in 34 quarters since.
- Carson Wealth (CWM LLC)'s Willis Towers Watson position peaked at $1.7M in Q3 2025.
- 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.