BWM
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BKM Wealth Management’s Brady Corp BRC Stock Holding History

BKM Wealth Management’s Portfolio BRC Stock Details BRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$325K Hold
4,000
– – 0.12% 122
2025
Q4 		$313K Hold
4,000
– – 0.11% 123
2025
Q3 		$312K Hold
4,000
– – 0.12% 123
2025
Q2 		$272K Hold
4,000
– – 0.11% 132
2025
Q1 		$283K Hold
4,000
– – 0.12% 130
2024
Q4 		$295K Hold
4,000
– – 0.12% 134
2024
Q3 		$307K Buy
+4,000
New +$285K 0.12% 130
2024
Q2 		– Sell
-4,000
Closed -$237K – 149
2024
Q1 		$237K Sell
4,000
-1,000
-20% -$59.7K 0.1% 148
2023
Q4 		$293K Buy
+5,000
New +$276K 0.13% 132

Other funds holding BRC

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return