Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Credicorp BAP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BAP Stock Details BAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$119K Sell
350
-44
-11% -$14.8K ﹤0.01% 3111
2025
Q4 		$113K Buy
394
+55
+16% +$14.6K ﹤0.01% 2976
2025
Q3 		$90K Buy
339
+99
+41% +$24.5K ﹤0.01% 3058
2025
Q2 		$54K Sell
240
-33
-12% -$6.69K ﹤0.01% 3219
2025
Q1 		$51K Sell
273
-5
-2% -$928 ﹤0.01% 2968
2024
Q4 		$51K Sell
278
-1
-0.4% -$187 ﹤0.01% 2777
2024
Q3 		$50K Buy
279
+15
+6% +$2.56K ﹤0.01% 2687
2024
Q2 		$43K Buy
264
+12
+5% +$1.99K ﹤0.01% 2572
2024
Q1 		$43K Buy
252
+27
+12% +$4.34K ﹤0.01% 2387
2023
Q4 		$34K Buy
225
+92
+69% +$11.9K ﹤0.01% 2409
2023
Q3 		$17K Buy
133
+5
+4% +$726 ﹤0.01% 2776
2023
Q2 		$19K Buy
128
+26
+25% +$3.57K ﹤0.01% 2662
2023
Q1 		$14K Sell
102
-26
-20% -$3.49K ﹤0.01% 2727
2022
Q4 		$17K Buy
128
+2
+2% +$283 ﹤0.01% 2464
2022
Q3 		$15K Buy
126
+91
+260% +$11.7K ﹤0.01% 2409
2022
Q2 		$4K Sell
35
-18
-34% -$2.47K ﹤0.01% 3048
2022
Q1 		$9K Buy
53
+38
+253% +$5.74K ﹤0.01% 2520
2021
Q4 		$2K Buy
+15
New +$1.84K ﹤0.01% 3090
2021
Q2 		$2K Hold
15
– – ﹤0.01% 2614
2021
Q1 		$2K Hold
15
– – ﹤0.01% 2614
2020
Q4 		$2K Hold
15
– – ﹤0.01% 2614
2020
Q3 		$2K Hold
15
– – ﹤0.01% 2614
2020
Q2 		$2K Hold
15
– – ﹤0.01% 2614
2020
Q1 		$2K Hold
15
– – ﹤0.01% 2614
2019
Q4 		$2K Hold
15
– – ﹤0.01% 2614
2019
Q3 		$2K Hold
15
– – ﹤0.01% 2614
2019
Q2 		$2K Hold
15
– – ﹤0.01% 2614
2019
Q1 		$2K Hold
15
– – ﹤0.01% 2614
2018
Q4 		$3K Hold
15
– – ﹤0.01% 1642
2018
Q3 		$3K Sell
15
-8
-35% -$1.79K ﹤0.01% 1440
2018
Q2 		$5K Buy
+23
New +$5.23K ﹤0.01% 1183

Other funds holding BAP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Credicorp (BAP) stake by 11% in Q1 2026, selling an estimated $14.8K and leaving 350 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #3111.

Carson Wealth (CWM LLC) first reported a position in BAP in Q2 2018 and has held it in 31 quarters since. 421 funds tracked by Wall St. Rank hold BAP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 350 shares of Credicorp worth $119K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 44 Credicorp shares in Q1 2026, an estimated $14.8K.
  • Credicorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3111 holding.
  • Carson Wealth (CWM LLC) first reported a position in Credicorp in Q2 2018 and has held it in 31 quarters since.
  • 421 funds tracked by Wall St. Rank held Credicorp as of Q1 2026.

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