Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Concrete Pumping Holdings BBCP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BBCP Stock Details BBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.2K Sell
1,009
-206
-17% -$1.37K ﹤0.01% 4911
2025
Q4 		$8K Sell
1,215
-339
-22% -$2.23K ﹤0.01% 4619
2025
Q3 		$11K Buy
1,554
+10
+0.6% +$70 ﹤0.01% 4415
2025
Q2 		$9K Buy
1,544
+444
+40% +$2.82K ﹤0.01% 4337
2025
Q1 		$6K Buy
1,100
+254
+30% +$1.77K ﹤0.01% 4339
2024
Q4 		$6K Buy
846
+255
+43% +$1.57K ﹤0.01% 4094
2024
Q3 		$3K Buy
591
+209
+55% +$1.28K ﹤0.01% 4241
2024
Q2 		$2K Buy
382
+371
+3,373% +$2.56K ﹤0.01% 4163
2024
Q1 		$0 Buy
+11
New +$88 ﹤0.01% 4313

Other funds holding BBCP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
SSCM
Seven Six Capital Management New York $110M AUM 1.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Concrete Pumping Holdings (BBCP) stake by 17% in Q1 2026, selling an estimated $1.37K and leaving 1,009 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4911.

Carson Wealth (CWM LLC) first reported a position in BBCP in Q1 2024 and has held it in 9 quarters since. The position peaked at $11K in Q3 2025. 111 funds tracked by Wall St. Rank hold BBCP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,009 shares of Concrete Pumping Holdings worth $7.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 206 Concrete Pumping Holdings shares in Q1 2026, an estimated $1.37K.
  • Concrete Pumping Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4911 holding.
  • Carson Wealth (CWM LLC) first reported a position in Concrete Pumping Holdings in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Concrete Pumping Holdings position peaked at $11K in Q3 2025.
  • 111 funds tracked by Wall St. Rank held Concrete Pumping Holdings as of Q1 2026.

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