Carson Wealth (CWM LLC)
BCC icon

Carson Wealth (CWM LLC)’s Boise Cascade BCC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BCC Stock Details BCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$206K Buy
2,717
+1,110
+69% +$88.9K ﹤0.01% 2715
2025
Q4 		$118K Buy
1,607
+860
+115% +$62.7K ﹤0.01% 2939
2025
Q3 		$58K Buy
747
+175
+31% +$15K ﹤0.01% 3403
2025
Q2 		$50K Sell
572
-219
-28% -$19.9K ﹤0.01% 3269
2025
Q1 		$78K Buy
791
+106
+15% +$12K ﹤0.01% 2624
2024
Q4 		$81K Buy
685
+12
+2% +$1.66K ﹤0.01% 2427
2024
Q3 		$95K Buy
673
+141
+27% +$18.4K ﹤0.01% 2221
2024
Q2 		$63K Buy
532
+21
+4% +$2.85K ﹤0.01% 2298
2024
Q1 		$78K Buy
511
+29
+6% +$3.92K ﹤0.01% 2019
2023
Q4 		$62K Sell
482
-132
-21% -$14.2K ﹤0.01% 2038
2023
Q3 		$63K Buy
614
+34
+6% +$3.5K ﹤0.01% 1925
2023
Q2 		$52K Buy
580
+177
+44% +$12.9K ﹤0.01% 1952
2023
Q1 		$26K Sell
403
-3
-0.7% -$208 ﹤0.01% 2312
2022
Q4 		$28K Buy
406
+34
+9% +$2.32K ﹤0.01% 2126
2022
Q3 		$22K Sell
372
-1
-0.3% -$64 ﹤0.01% 2155
2022
Q2 		$22K Buy
373
+351
+1,595% +$25.9K ﹤0.01% 2045
2022
Q1 		$2K Sell
22
-18
-45% -$1.35K ﹤0.01% 3134
2021
Q4 		$3K Buy
+40
New +$2.58K ﹤0.01% 2938
2021
Q2 		$2K Hold
33
– – ﹤0.01% 2618
2021
Q1 		$2K Hold
33
– – ﹤0.01% 2618
2020
Q4 		$2K Hold
33
– – ﹤0.01% 2618
2020
Q3 		$2K Hold
33
– – ﹤0.01% 2618
2020
Q2 		$2K Hold
33
– – ﹤0.01% 2618
2020
Q1 		$2K Hold
33
– – ﹤0.01% 2618
2019
Q4 		$2K Hold
33
– – ﹤0.01% 2618
2019
Q3 		$2K Hold
33
– – ﹤0.01% 2618
2019
Q2 		$2K Hold
33
– – ﹤0.01% 2618
2019
Q1 		$2K Buy
+33
New +$889 ﹤0.01% 2618

Other funds holding BCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

Carson Wealth (CWM LLC) increased its Boise Cascade (BCC) stake by 69% in Q1 2026, buying an estimated $88.9K and bringing the position to 2,717 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #2715.

Carson Wealth (CWM LLC) first reported a position in BCC in Q1 2019 and has held it in 28 quarters since. 321 funds tracked by Wall St. Rank hold BCC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,717 shares of Boise Cascade worth $206K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,110 Boise Cascade shares in Q1 2026, an estimated $88.9K.
  • Boise Cascade made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2715 holding.
  • Carson Wealth (CWM LLC) first reported a position in Boise Cascade in Q1 2019 and has held it in 28 quarters since.
  • 321 funds tracked by Wall St. Rank held Boise Cascade as of Q1 2026.

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