Carson Wealth (CWM LLC)
BALY icon

Carson Wealth (CWM LLC)’s Bally's BALY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BALY Stock Details BALY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.91K Buy
821
+279
+51% +$3.98K ﹤0.01% 4868
2025
Q4 		$9K Buy
542
+151
+39% +$2.47K ﹤0.01% 4580
2025
Q3 		$4K Buy
+391
New +$3.93K ﹤0.01% 4787
2025
Q2 		– Sell
-1
Closed – – 5113
2025
Q1 		$0 Sell
1
-787
-100% -$13.2K ﹤0.01% 5049
2024
Q4 		$14K Buy
788
+88
+13% +$1.55K ﹤0.01% 3660
2024
Q3 		$12K Buy
700
+10
+1% +$160 ﹤0.01% 3659
2024
Q2 		$8K Sell
690
-50
-7% -$639 ﹤0.01% 3646
2024
Q1 		$10K Buy
740
+85
+13% +$989 ﹤0.01% 3311
2023
Q4 		$9K Buy
655
+602
+1,136% +$6.75K ﹤0.01% 3223
2023
Q3 		$1K Hold
53
– – ﹤0.01% 3927
2023
Q2 		$1K Buy
53
+40
+308% +$645 ﹤0.01% 3906
2023
Q1 		$0 Buy
+13
New +$255 ﹤0.01% 4041
2022
Q4 		– Sell
-8
Closed – – 3965
2022
Q3 		$0 Hold
8
– – ﹤0.01% 3901
2022
Q2 		$0 Buy
+8
New +$207 ﹤0.01% 3770

Other funds holding BALY

SG
Standard General New York $480M AUM 49.24% 1-Year Est. Return
WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Bally's (BALY) stake by 51% in Q1 2026, buying an estimated $3.98K and bringing the position to 821 shares worth $7.91K. The position accounts for ﹤0.01% of the portfolio, ranked #4868.

Carson Wealth (CWM LLC) first reported a position in BALY in Q2 2022 and has held it in 14 quarters since. The position peaked at $14K in Q4 2024. 62 funds tracked by Wall St. Rank hold BALY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 821 shares of Bally's worth $7.91K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 279 Bally's shares in Q1 2026, an estimated $3.98K.
  • Bally's made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4868 holding.
  • Carson Wealth (CWM LLC) first reported a position in Bally's in Q2 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s Bally's position peaked at $14K in Q4 2024.
  • 62 funds tracked by Wall St. Rank held Bally's as of Q1 2026.

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