Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Atlanta Braves Holdings Series A BATRA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BATRA Stock Details BATRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$100K Buy
2,125
+668
+46% +$30.5K ﹤0.01% 3267
2025
Q4 		$62K Buy
1,457
+873
+149% +$37.5K ﹤0.01% 3429
2025
Q3 		$27K Buy
584
+166
+40% +$7.85K ﹤0.01% 3938
2025
Q2 		$21K Buy
418
+29
+7% +$1.28K ﹤0.01% 3865
2025
Q1 		$17K Buy
389
+138
+55% +$5.87K ﹤0.01% 3784
2024
Q4 		$10K Buy
251
+7
+3% +$294 ﹤0.01% 3843
2024
Q3 		$10K Buy
244
+32
+15% +$1.42K ﹤0.01% 3766
2024
Q2 		$9K Buy
212
+37
+21% +$1.53K ﹤0.01% 3588
2024
Q1 		$7K Buy
175
+9
+5% +$380 ﹤0.01% 3490
2023
Q4 		$7K Sell
166
-12
-7% -$480 ﹤0.01% 3327
2023
Q3 		$7K Buy
178
+12
+7% +$508 ﹤0.01% 3284
2023
Q2 		$7K Buy
166
+9
+6% +$348 ﹤0.01% 3255
2023
Q1 		$5K Buy
157
+100
+175% +$3.42K ﹤0.01% 3263
2022
Q4 		$2K Hold
57
– – ﹤0.01% 3503
2022
Q3 		$2K Hold
57
– – ﹤0.01% 3417
2022
Q2 		$1K Sell
57
-3
-5% -$79 ﹤0.01% 3490
2022
Q1 		$2K Hold
60
– – ﹤0.01% 3132
2021
Q4 		$2K Buy
+60
New +$1.73K ﹤0.01% 3091
2021
Q2 		$2K Hold
60
– – ﹤0.01% 2616
2021
Q1 		$2K Hold
60
– – ﹤0.01% 2616
2020
Q4 		$2K Hold
60
– – ﹤0.01% 2616
2020
Q3 		$2K Hold
60
– – ﹤0.01% 2616
2020
Q2 		$2K Hold
60
– – ﹤0.01% 2616
2020
Q1 		$2K Hold
60
– – ﹤0.01% 2616
2019
Q4 		$2K Hold
60
– – ﹤0.01% 2616
2019
Q3 		$2K Hold
60
– – ﹤0.01% 2616
2019
Q2 		$2K Hold
60
– – ﹤0.01% 2616
2019
Q1 		$2K Buy
+60
New +$1.65K ﹤0.01% 2616
2016
Q3 		– Sell
-3
Closed – – 984
2016
Q2 		$0 Buy
+3
New +$46 ﹤0.01% 792

Other funds holding BATRA

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Atlanta Braves Holdings Series A (BATRA) stake by 46% in Q1 2026, buying an estimated $30.5K and bringing the position to 2,125 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #3267.

Carson Wealth (CWM LLC) first reported a position in BATRA in Q2 2016 and has held it in 29 quarters since. 202 funds tracked by Wall St. Rank hold BATRA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,125 shares of Atlanta Braves Holdings Series A worth $100K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 668 Atlanta Braves Holdings Series A shares in Q1 2026, an estimated $30.5K.
  • Atlanta Braves Holdings Series A made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3267 holding.
  • Carson Wealth (CWM LLC) first reported a position in Atlanta Braves Holdings Series A in Q2 2016 and has held it in 29 quarters since.
  • 202 funds tracked by Wall St. Rank held Atlanta Braves Holdings Series A as of Q1 2026.

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