Carson Wealth (CWM LLC)’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.93M | Buy |
53,983
+6,588
| +14% | +$531K | 0.01% | 911 |
|
|
2025
Q4 | $3.52M | Buy |
47,395
+3,969
| +9% | +$269K | 0.01% | 923 |
|
|
2025
Q3 | $2.75M | Buy |
43,426
+5,640
| +15% | +$350K | 0.01% | 960 |
|
|
2025
Q2 | $2.09M | Buy |
37,786
+36,025
| +2,046% | +$1.82M | 0.01% | 933 |
|
|
2025
Q1 | $95K | Buy |
1,761
+534
| +44% | +$33.5K | ﹤0.01% | 2463 |
|
|
2024
Q4 | $79K | Sell |
1,227
-96
| -7% | -$7.53K | ﹤0.01% | 2446 |
|
|
2024
Q3 | $111K | Buy |
1,323
+235
| +22% | +$18.3K | ﹤0.01% | 2137 |
|
|
2024
Q2 | $79K | Sell |
1,088
-117
| -10% | -$9.55K | ﹤0.01% | 2139 |
|
|
2024
Q1 | $116K | Buy |
1,205
+322
| +36% | +$28.3K | ﹤0.01% | 1788 |
|
|
2023
Q4 | $85K | Sell |
883
-82
| -8% | -$6.51K | ﹤0.01% | 1850 |
|
|
2023
Q3 | $76K | Buy |
965
+17
| +2% | +$1.4K | ﹤0.01% | 1803 |
|
|
2023
Q2 | $82K | Buy |
948
+81
| +9% | +$6.61K | ﹤0.01% | 1669 |
|
|
2023
Q1 | $71K | Sell |
867
-74
| -8% | -$6.12K | ﹤0.01% | 1673 |
|
|
2022
Q4 | $68K | Sell |
941
-34
| -3% | -$2.42K | ﹤0.01% | 1564 |
|
|
2022
Q3 | $64K | Buy |
975
+184
| +23% | +$13.8K | ﹤0.01% | 1551 |
|
|
2022
Q2 | $52K | Sell |
791
-129
| -14% | -$9.48K | ﹤0.01% | 1613 |
|
|
2022
Q1 | $74K | Buy |
920
+816
| +785% | +$75.3K | ﹤0.01% | 1442 |
|
|
2021
Q4 | $11K | Buy |
+104
| New | +$10.2K | ﹤0.01% | 2284 |
|
|
2021
Q2 | $10K | Hold |
104
| – | – | ﹤0.01% | 2090 |
|
|
2021
Q1 | $10K | Hold |
104
| – | – | ﹤0.01% | 2090 |
|
|
2020
Q4 | $10K | Hold |
104
| – | – | ﹤0.01% | 2090 |
|
|
2020
Q3 | $10K | Hold |
104
| – | – | ﹤0.01% | 2090 |
|
|
2020
Q2 | $10K | Hold |
104
| – | – | ﹤0.01% | 2090 |
|
|
2020
Q1 | $10K | Hold |
104
| – | – | ﹤0.01% | 2090 |
|
|
2019
Q4 | $10K | Hold |
104
| – | – | ﹤0.01% | 2090 |
|
|
2019
Q3 | $10K | Hold |
104
| – | – | ﹤0.01% | 2090 |
|
|
2019
Q2 | $10K | Hold |
104
| – | – | ﹤0.01% | 2090 |
|
|
2019
Q1 | $10K | Buy |
+104
| New | +$5.24K | ﹤0.01% | 2090 |
|
|
2018
Q4 | – | Sell |
-37
| Closed | -$2K | – | 2095 |
|
|
2018
Q3 | $2K | Buy |
37
+18
| +95% | +$1.19K | ﹤0.01% | 1503 |
|
|
2018
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 1481 |
|
|
2018
Q1 | $1K | Sell |
19
-261
| -93% | -$15.4K | ﹤0.01% | 1246 |
|
|
2017
Q4 | $15K | Hold |
280
| – | – | ﹤0.01% | 767 |
|
|
2017
Q3 | $16K | Hold |
280
| – | – | ﹤0.01% | 763 |
|
|
2017
Q2 | $18K | Hold |
280
| – | – | ﹤0.01% | 645 |
|
|
2017
Q1 | $17K | Hold |
280
| – | – | ﹤0.01% | 625 |
|
|
2016
Q4 | $15K | Hold |
280
| – | – | ﹤0.01% | 645 |
|
|
2016
Q3 | $14K | Buy |
+280
| New | +$13.4K | ﹤0.01% | 616 |
|
Other funds holding BC
VPM
VCM
Carson Wealth (CWM LLC)'s BC Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Brunswick (BC) stake by 14% in Q1 2026, buying an estimated $531K and bringing the position to 53,983 shares worth $3.93M. The position accounts for 0.01% of the portfolio, ranked #911.
Carson Wealth (CWM LLC) first reported a position in BC in Q3 2016 and has held it in 37 quarters since. 462 funds tracked by Wall St. Rank hold BC as of Q1 2026.
- Carson Wealth (CWM LLC) held 53,983 shares of Brunswick worth $3.93M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 6,588 Brunswick shares in Q1 2026, an estimated $531K.
- Brunswick made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #911 holding.
- Carson Wealth (CWM LLC) first reported a position in Brunswick in Q3 2016 and has held it in 37 quarters since.
- 462 funds tracked by Wall St. Rank held Brunswick as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.