Carson Wealth (CWM LLC)’s Bridger Aerospace BAER Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BAER Stock Details BAER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8	Sell	4 -9	-69%	-$22	﹤0.01%	5648
2025 Q4	$0	Sell	13 -219	-94%	-$383	﹤0.01%	5371
2025 Q3	$0	Sell	232 -3,377	-94%	-$6.4K	﹤0.01%	5261
2025 Q2	$7K	Buy	3,609 +2,840	+369%	+$4.36K	﹤0.01%	4429
2025 Q1	$1K	Buy	769 +374	+95%	+$822	﹤0.01%	4864
2024 Q4	$1K	Buy	395 +79	+25%	+$213	﹤0.01%	4658
2024 Q3	$1K	Buy	+316	New	+$932	﹤0.01%	4514

Other funds holding BAER

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Bridger Aerospace (BAER) stake by 69% in Q1 2026, selling an estimated $22 and leaving 4 shares worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #5648.

Carson Wealth (CWM LLC) first reported a position in BAER in Q3 2024 and has held it in 7 quarters since. The position peaked at $7K in Q2 2025. 72 funds tracked by Wall St. Rank hold BAER as of Q1 2026.

Carson Wealth (CWM LLC) held 4 shares of Bridger Aerospace worth $8 as of Q1 2026.
Carson Wealth (CWM LLC) sold 9 Bridger Aerospace shares in Q1 2026, an estimated $22.
Bridger Aerospace made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5648 holding.
Carson Wealth (CWM LLC) first reported a position in Bridger Aerospace in Q3 2024 and has held it in 7 quarters since.
Carson Wealth (CWM LLC)'s Bridger Aerospace position peaked at $7K in Q2 2025.
72 funds tracked by Wall St. Rank held Bridger Aerospace as of Q1 2026.

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