Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Brookfield Asset Management BAM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BAM Stock Details BAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.51M Buy
33,887
+22,342
+194% +$1.09M ﹤0.01% 1326
2025
Q4 		$605K Buy
11,545
+2,318
+25% +$125K ﹤0.01% 1800
2025
Q3 		$525K Buy
9,227
+6,713
+267% +$399K ﹤0.01% 1769
2025
Q2 		$139K Buy
2,514
+86
+4% +$4.62K ﹤0.01% 2450
2025
Q1 		$118K Sell
2,428
-514
-17% -$28K ﹤0.01% 2279
2024
Q4 		$159K Buy
2,942
+459
+18% +$24.8K ﹤0.01% 1978
2024
Q3 		$117K Buy
2,483
+35
+1% +$1.47K ﹤0.01% 2104
2024
Q2 		$93K Buy
2,448
+267
+12% +$10.5K ﹤0.01% 2012
2024
Q1 		$92K Buy
2,181
+129
+6% +$5.21K ﹤0.01% 1924
2023
Q4 		$82K Buy
2,052
+93
+5% +$3.14K ﹤0.01% 1870
2023
Q3 		$65K Buy
1,959
+640
+49% +$21.6K ﹤0.01% 1907
2023
Q2 		$43K Buy
1,319
+298
+29% +$9.58K ﹤0.01% 2086
2023
Q1 		$33K Buy
1,021
+530
+108% +$17.2K ﹤0.01% 2140
2022
Q4 		$14K Buy
+491
New +$14.8K ﹤0.01% 2595

Other funds holding BAM

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Brookfield Asset Management (BAM) stake by 194% in Q1 2026, buying an estimated $1.09M and bringing the position to 33,887 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Carson Wealth (CWM LLC) first reported a position in BAM in Q4 2022 and has held it in 14 quarters since. 627 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 33,887 shares of Brookfield Asset Management worth $1.51M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 22,342 Brookfield Asset Management shares in Q1 2026, an estimated $1.09M.
  • Brookfield Asset Management made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1326 holding.
  • Carson Wealth (CWM LLC) first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 14 quarters since.
  • 627 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

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