Carson Wealth (CWM LLC)’s Barrick Mining B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $972K | Buy |
23,821
+3,372
| +16% | +$156K | ﹤0.01% | 1555 |
|
|
2025
Q4 | $891K | Buy |
20,449
+5,270
| +35% | +$198K | ﹤0.01% | 1561 |
|
|
2025
Q3 | $497K | Sell |
15,179
-26
| -0.2% | -$659 | ﹤0.01% | 1804 |
|
|
2025
Q2 | $317K | Sell |
15,205
-3,044
| -17% | -$59.5K | ﹤0.01% | 1825 |
|
|
2025
Q1 | $355K | Sell |
18,249
-220
| -1% | -$3.85K | ﹤0.01% | 1591 |
|
|
2024
Q4 | $286K | Buy |
18,469
+2,643
| +17% | +$48.1K | ﹤0.01% | 1623 |
|
|
2024
Q3 | $315K | Buy |
15,826
+1,021
| +7% | +$19.5K | ﹤0.01% | 1520 |
|
|
2024
Q2 | $247K | Sell |
14,805
-1,077
| -7% | -$18.3K | ﹤0.01% | 1476 |
|
|
2024
Q1 | $264K | Sell |
15,882
-495
| -3% | -$7.74K | ﹤0.01% | 1390 |
|
|
2023
Q4 | $296K | Buy |
16,377
+1,269
| +8% | +$20.8K | ﹤0.01% | 1254 |
|
|
2023
Q3 | $220K | Buy |
15,108
+971
| +7% | +$15.9K | ﹤0.01% | 1276 |
|
|
2023
Q2 | $239K | Buy |
14,137
+1,957
| +16% | +$35.7K | ﹤0.01% | 1187 |
|
|
2023
Q1 | $226K | Sell |
12,180
-3,484
| -22% | -$62.6K | ﹤0.01% | 1153 |
|
|
2022
Q4 | $269K | Buy |
15,664
+4,265
| +37% | +$67.9K | ﹤0.01% | 995 |
|
|
2022
Q3 | $177K | Sell |
11,399
-10,809
| -49% | -$171K | ﹤0.01% | 1102 |
|
|
2022
Q2 | $393K | Buy |
22,208
+10,787
| +94% | +$234K | ﹤0.01% | 805 |
|
|
2022
Q1 | $280K | Sell |
11,421
-910
| -7% | -$19.6K | ﹤0.01% | 909 |
|
|
2021
Q4 | $234K | Buy |
+12,331
| New | +$234K | ﹤0.01% | 957 |
|
|
2021
Q2 | $224K | Hold |
10,822
| – | – | ﹤0.01% | 864 |
|
|
2021
Q1 | $224K | Hold |
10,822
| – | – | ﹤0.01% | 864 |
|
|
2020
Q4 | $224K | Hold |
10,822
| – | – | ﹤0.01% | 864 |
|
|
2020
Q3 | $224K | Hold |
10,822
| – | – | ﹤0.01% | 864 |
|
|
2020
Q2 | $224K | Hold |
10,822
| – | – | ﹤0.01% | 864 |
|
|
2020
Q1 | $224K | Hold |
10,822
| – | – | ﹤0.01% | 864 |
|
|
2019
Q4 | $224K | Hold |
10,822
| – | – | ﹤0.01% | 864 |
|
|
2019
Q3 | $224K | Hold |
10,822
| – | – | ﹤0.01% | 864 |
|
|
2019
Q2 | $224K | Hold |
10,822
| – | – | ﹤0.01% | 864 |
|
|
2019
Q1 | $224K | Buy |
10,822
+9,474
| +703% | +$122K | ﹤0.01% | 864 |
|
|
2018
Q4 | $18K | Hold |
1,348
| – | – | ﹤0.01% | 1175 |
|
|
2018
Q3 | $15K | Buy |
1,348
+1,034
| +329% | +$11.5K | ﹤0.01% | 1033 |
|
|
2018
Q2 | $4K | Sell |
314
-285
| -48% | -$3.74K | ﹤0.01% | 1238 |
|
|
2018
Q1 | $7K | Buy |
+599
| New | +$7.96K | ﹤0.01% | 931 |
|
|
2014
Q1 | – | Sell |
-152
| Closed | -$3K | – | 287 |
|
|
2013
Q4 | $3K | Buy |
+152
| New | +$2.68K | ﹤0.01% | 569 |
|
Other funds holding B
VCM
Carson Wealth (CWM LLC)'s B Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Barrick Mining (B) stake by 16% in Q1 2026, buying an estimated $156K and bringing the position to 23,821 shares worth $972K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.
Carson Wealth (CWM LLC) first reported a position in B in Q4 2013 and has held it in 33 quarters since. 1,017 funds tracked by Wall St. Rank hold B as of Q1 2026.
- Carson Wealth (CWM LLC) held 23,821 shares of Barrick Mining worth $972K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 3,372 Barrick Mining shares in Q1 2026, an estimated $156K.
- Barrick Mining made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1555 holding.
- Carson Wealth (CWM LLC) first reported a position in Barrick Mining in Q4 2013 and has held it in 33 quarters since.
- 1,017 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.