Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Atlanta Braves Holdings Series B BATRK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BATRK Stock Details BATRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$53.1K Sell
1,243
-124
-9% -$5.15K ﹤0.01% 3778
2025
Q4 		$54K Buy
1,367
+254
+23% +$10K ﹤0.01% 3542
2025
Q3 		$46K Buy
1,113
+140
+14% +$6.18K ﹤0.01% 3595
2025
Q2 		$46K Buy
973
+149
+18% +$6.09K ﹤0.01% 3340
2025
Q1 		$33K Buy
824
+297
+56% +$11.6K ﹤0.01% 3303
2024
Q4 		$20K Sell
527
-57
-10% -$2.27K ﹤0.01% 3425
2024
Q3 		$23K Sell
584
-253
-30% -$10.6K ﹤0.01% 3261
2024
Q2 		$33K Buy
837
+62
+8% +$2.41K ﹤0.01% 2761
2024
Q1 		$30K Buy
775
+47
+6% +$1.85K ﹤0.01% 2633
2023
Q4 		$29K Sell
728
-50
-6% -$1.82K ﹤0.01% 2525
2023
Q3 		$28K Sell
778
-82
-10% -$3.1K ﹤0.01% 2443
2023
Q2 		$34K Buy
860
+170
+25% +$6.38K ﹤0.01% 2264
2023
Q1 		$23K Buy
690
+128
+23% +$4.31K ﹤0.01% 2393
2022
Q4 		$18K Hold
562
– – ﹤0.01% 2434
2022
Q3 		$15K Hold
562
– – ﹤0.01% 2410
2022
Q2 		$13K Buy
562
+98
+21% +$2.48K ﹤0.01% 2402
2022
Q1 		$13K Buy
464
+389
+519% +$10.2K ﹤0.01% 2318
2021
Q4 		$2K Buy
+75
New +$2.13K ﹤0.01% 3092
2021
Q2 		$2K Hold
75
– – ﹤0.01% 2617
2021
Q1 		$2K Hold
75
– – ﹤0.01% 2617
2020
Q4 		$2K Hold
75
– – ﹤0.01% 2617
2020
Q3 		$2K Hold
75
– – ﹤0.01% 2617
2020
Q2 		$2K Hold
75
– – ﹤0.01% 2617
2020
Q1 		$2K Hold
75
– – ﹤0.01% 2617
2019
Q4 		$2K Hold
75
– – ﹤0.01% 2617
2019
Q3 		$2K Hold
75
– – ﹤0.01% 2617
2019
Q2 		$2K Hold
75
– – ﹤0.01% 2617
2019
Q1 		$2K Buy
+75
New +$2.06K ﹤0.01% 2617
2016
Q3 		– Sell
-6
Closed – – 985
2016
Q2 		$0 Buy
+6
New +$89 ﹤0.01% 793

Other funds holding BATRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCA
Troluce Capital Advisors Dorado, Puerto Rico $1.63B AUM 37.23% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Atlanta Braves Holdings Series B (BATRK) stake by 9.1% in Q1 2026, selling an estimated $5.15K and leaving 1,243 shares worth $53.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3778.

Carson Wealth (CWM LLC) first reported a position in BATRK in Q2 2016 and has held it in 29 quarters since. The position peaked at $54K in Q4 2025. 309 funds tracked by Wall St. Rank hold BATRK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,243 shares of Atlanta Braves Holdings Series B worth $53.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 124 Atlanta Braves Holdings Series B shares in Q1 2026, an estimated $5.15K.
  • Atlanta Braves Holdings Series B made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3778 holding.
  • Carson Wealth (CWM LLC) first reported a position in Atlanta Braves Holdings Series B in Q2 2016 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Atlanta Braves Holdings Series B position peaked at $54K in Q4 2025.
  • 309 funds tracked by Wall St. Rank held Atlanta Braves Holdings Series B as of Q1 2026.

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