Carson Wealth (CWM LLC)
BAX icon

Carson Wealth (CWM LLC)’s Baxter International BAX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BAX Stock Details BAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$192K Sell
11,403
-13,483
-54% -$261K ﹤0.01% 2771
2025
Q4 		$476K Buy
24,886
+11,699
+89% +$234K ﹤0.01% 1951
2025
Q3 		$300K Buy
13,187
+1,241
+10% +$31.5K ﹤0.01% 2139
2025
Q2 		$362K Sell
11,946
-2,487
-17% -$75.4K ﹤0.01% 1750
2025
Q1 		$494K Buy
14,433
+2,684
+23% +$87.8K ﹤0.01% 1446
2024
Q4 		$343K Sell
11,749
-6,040
-34% -$203K ﹤0.01% 1519
2024
Q3 		$675K Buy
17,789
+2,958
+20% +$109K ﹤0.01% 1199
2024
Q2 		$496K Buy
14,831
+1,982
+15% +$73.1K ﹤0.01% 1200
2024
Q1 		$549K Buy
12,849
+2,984
+30% +$121K ﹤0.01% 1097
2023
Q4 		$381K Sell
9,865
-3,912
-28% -$138K ﹤0.01% 1165
2023
Q3 		$520K Sell
13,777
-2,438
-15% -$104K ﹤0.01% 967
2023
Q2 		$739K Buy
16,215
+1,815
+13% +$79K ﹤0.01% 817
2023
Q1 		$584K Buy
14,400
+277
+2% +$11.7K ﹤0.01% 840
2022
Q4 		$720K Sell
14,123
-4,102
-23% -$220K 0.01% 701
2022
Q3 		$982K Buy
18,225
+9,522
+109% +$573K 0.01% 567
2022
Q2 		$559K Buy
8,703
+519
+6% +$37.7K ﹤0.01% 707
2022
Q1 		$635K Buy
8,184
+549
+7% +$46K ﹤0.01% 659
2021
Q4 		$655K Buy
+7,635
New +$615K ﹤0.01% 662
2021
Q2 		$653K Hold
8,107
– – 0.01% 633
2021
Q1 		$653K Hold
8,107
– – 0.01% 633
2020
Q4 		$653K Hold
8,107
– – 0.01% 633
2020
Q3 		$653K Hold
8,107
– – 0.01% 633
2020
Q2 		$653K Hold
8,107
– – 0.01% 633
2020
Q1 		$653K Hold
8,107
– – 0.01% 633
2019
Q4 		$653K Hold
8,107
– – 0.01% 633
2019
Q3 		$653K Hold
8,107
– – 0.01% 633
2019
Q2 		$653K Hold
8,107
– – 0.01% 633
2019
Q1 		$653K Buy
8,107
+6,482
+399% +$472K 0.01% 633
2018
Q4 		$107K Buy
1,625
+547
+51% +$36.7K ﹤0.01% 712
2018
Q3 		$83K Buy
1,078
+114
+12% +$8.46K ﹤0.01% 649
2018
Q2 		$71K Buy
964
+28
+3% +$1.97K ﹤0.01% 572
2018
Q1 		$61K Hold
936
– – ﹤0.01% 520
2017
Q4 		$61K Sell
936
-27
-3% -$1.73K ﹤0.01% 499
2017
Q3 		$60K Buy
963
+138
+17% +$8.52K ﹤0.01% 485
2017
Q2 		$50K Buy
825
+3
+0.4% +$170 ﹤0.01% 477
2017
Q1 		$43K Sell
822
-78
-9% -$3.84K ﹤0.01% 479
2016
Q4 		$40K Buy
900
+143
+19% +$6.61K ﹤0.01% 480
2016
Q3 		$36K Buy
757
+699
+1,205% +$33K ﹤0.01% 471
2016
Q2 		$3K Sell
58
-4,693
-99% -$206K ﹤0.01% 674
2016
Q1 		$195K Sell
4,751
-65,600
-93% -$2.5M 0.02% 232
2015
Q4 		$2.68M Buy
70,351
+1,000
+1% +$36.5K 0.26% 112
2015
Q3 		$2.28M Sell
69,351
-43,044
-38% -$1.63M 0.23% 121
2015
Q2 		$4.27M Buy
112,395
+39,398
+54% +$1.47M 0.41% 94
2015
Q1 		$2.72M Buy
+72,997
New +$2.77M 0.28% 116

Other funds holding BAX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Baxter International (BAX) stake by 54% in Q1 2026, selling an estimated $261K and leaving 11,403 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #2771.

Carson Wealth (CWM LLC) first reported a position in BAX in Q1 2015 and has held it in 44 quarters since. The position peaked at $4.27M in Q2 2015. 658 funds tracked by Wall St. Rank hold BAX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,403 shares of Baxter International worth $192K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 13,483 Baxter International shares in Q1 2026, an estimated $261K.
  • Baxter International made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2771 holding.
  • Carson Wealth (CWM LLC) first reported a position in Baxter International in Q1 2015 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s Baxter International position peaked at $4.27M in Q2 2015.
  • 658 funds tracked by Wall St. Rank held Baxter International as of Q1 2026.

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