Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Booz Allen Hamilton BAH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BAH Stock Details BAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$877K Sell
11,244
-28,728
-72% -$2.42M ﹤0.01% 1621
2025
Q4 		$3.37M Sell
39,972
-19,352
-33% -$1.73M 0.01% 937
2025
Q3 		$5.93M Buy
59,324
+40,215
+210% +$4.3M 0.02% 642
2025
Q2 		$1.99M Sell
19,109
-1,934
-9% -$217K 0.01% 958
2025
Q1 		$2.2M Buy
21,043
+13,993
+198% +$1.69M 0.01% 794
2024
Q4 		$907K Buy
7,050
+3,389
+93% +$526K ﹤0.01% 1135
2024
Q3 		$596K Sell
3,661
-71
-2% -$10.9K ﹤0.01% 1251
2024
Q2 		$574K Buy
3,732
+258
+7% +$38.7K ﹤0.01% 1137
2024
Q1 		$516K Buy
3,474
+465
+15% +$65.5K ﹤0.01% 1127
2023
Q4 		$385K Buy
3,009
+508
+20% +$63.3K ﹤0.01% 1155
2023
Q3 		$273K Hold
2,501
– – ﹤0.01% 1190
2023
Q2 		$279K Buy
2,501
+325
+15% +$32.1K ﹤0.01% 1138
2023
Q1 		$202K Buy
2,176
+254
+13% +$24.1K ﹤0.01% 1197
2022
Q4 		$201K Buy
1,922
+21
+1% +$2.18K ﹤0.01% 1100
2022
Q3 		$176K Buy
1,901
+474
+33% +$44.9K ﹤0.01% 1103
2022
Q2 		$129K Buy
1,427
+241
+20% +$20.6K ﹤0.01% 1211
2022
Q1 		$104K Buy
1,186
+170
+17% +$14K ﹤0.01% 1310
2021
Q4 		$86K Buy
+1,016
New +$85.7K ﹤0.01% 1346
2021
Q2 		$77K Hold
908
– – ﹤0.01% 1226
2021
Q1 		$77K Hold
908
– – ﹤0.01% 1226
2020
Q4 		$77K Hold
908
– – ﹤0.01% 1226
2020
Q3 		$77K Hold
908
– – ﹤0.01% 1226
2020
Q2 		$77K Hold
908
– – ﹤0.01% 1226
2020
Q1 		$77K Hold
908
– – ﹤0.01% 1226
2019
Q4 		$77K Hold
908
– – ﹤0.01% 1226
2019
Q3 		$77K Hold
908
– – ﹤0.01% 1226
2019
Q2 		$77K Hold
908
– – ﹤0.01% 1226
2019
Q1 		$77K Buy
908
+93
+11% +$4.83K ﹤0.01% 1226
2018
Q4 		$37K Buy
815
+367
+82% +$18K ﹤0.01% 958
2018
Q3 		$22K Buy
+448
New +$21.9K ﹤0.01% 925

Other funds holding BAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Booz Allen Hamilton (BAH) stake by 72% in Q1 2026, selling an estimated $2.42M and leaving 11,244 shares worth $877K. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

Carson Wealth (CWM LLC) first reported a position in BAH in Q3 2018 and has held it in 30 quarters since. The position peaked at $5.93M in Q3 2025. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,244 shares of Booz Allen Hamilton worth $877K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 28,728 Booz Allen Hamilton shares in Q1 2026, an estimated $2.42M.
  • Booz Allen Hamilton made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1621 holding.
  • Carson Wealth (CWM LLC) first reported a position in Booz Allen Hamilton in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Booz Allen Hamilton position peaked at $5.93M in Q3 2025.
  • 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

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