Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s BigBear.ai BBAI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BBAI Stock Details BBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54.9K Buy
15,594
+9,873
+173% +$45.9K ﹤0.01% 3750
2025
Q4 		$31K Buy
5,721
+1,081
+23% +$7.06K ﹤0.01% 3922
2025
Q3 		$30K Buy
4,640
+3,265
+237% +$20.9K ﹤0.01% 3876
2025
Q2 		$9K Sell
1,375
-422
-23% -$1.52K ﹤0.01% 4336
2025
Q1 		$5K Sell
1,797
-632
-26% -$3.01K ﹤0.01% 4428
2024
Q4 		$11K Buy
2,429
+39
+2% +$88 ﹤0.01% 3795
2024
Q3 		$3K Buy
2,390
+348
+17% +$514 ﹤0.01% 4240
2024
Q2 		$3K Buy
2,042
+38
+2% +$59 ﹤0.01% 4038
2024
Q1 		$4K Sell
2,004
-1,000
-33% -$2.21K ﹤0.01% 3729
2023
Q4 		$6K Hold
3,004
– – ﹤0.01% 3399
2023
Q3 		$5K Buy
+3,004
New +$5.22K ﹤0.01% 3420

Other funds holding BBAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its BigBear.ai (BBAI) stake by 173% in Q1 2026, buying an estimated $45.9K and bringing the position to 15,594 shares worth $54.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3750.

Carson Wealth (CWM LLC) first reported a position in BBAI in Q3 2023 and has held it in 11 quarters since. 325 funds tracked by Wall St. Rank hold BBAI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 15,594 shares of BigBear.ai worth $54.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,873 BigBear.ai shares in Q1 2026, an estimated $45.9K.
  • BigBear.ai made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3750 holding.
  • Carson Wealth (CWM LLC) first reported a position in BigBear.ai in Q3 2023 and has held it in 11 quarters since.
  • 325 funds tracked by Wall St. Rank held BigBear.ai as of Q1 2026.

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