Carson Wealth (CWM LLC)’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $822K | Buy |
38,870
+6,833
| +21% | +$167K | ﹤0.01% | 1666 |
|
|
2025
Q4 | $815K | Buy |
32,037
+18,192
| +131% | +$403K | ﹤0.01% | 1617 |
|
|
2025
Q3 | $286K | Buy |
13,845
+2,656
| +24% | +$52.6K | ﹤0.01% | 2169 |
|
|
2025
Q2 | $208K | Sell |
11,189
-121
| -1% | -$2K | ﹤0.01% | 2139 |
|
|
2025
Q1 | $174K | Buy |
11,310
+319
| +3% | +$4.78K | ﹤0.01% | 2022 |
|
|
2024
Q4 | $146K | Buy |
10,991
+4,925
| +81% | +$63.8K | ﹤0.01% | 2037 |
|
|
2024
Q3 | $74K | Sell |
6,066
-818
| -12% | -$9.58K | ﹤0.01% | 2381 |
|
|
2024
Q2 | $74K | Buy |
6,884
+546
| +9% | +$5.68K | ﹤0.01% | 2184 |
|
|
2024
Q1 | $60K | Buy |
6,338
+1,009
| +19% | +$8.26K | ﹤0.01% | 2176 |
|
|
2023
Q4 | $42K | Sell |
5,329
-730
| -12% | -$5.26K | ﹤0.01% | 2287 |
|
|
2023
Q3 | $47K | Buy |
6,059
+1,574
| +35% | +$12.2K | ﹤0.01% | 2098 |
|
|
2023
Q2 | $35K | Buy |
4,485
+646
| +17% | +$5K | ﹤0.01% | 2247 |
|
|
2023
Q1 | $28K | Sell |
3,839
-203
| -5% | -$1.68K | ﹤0.01% | 2261 |
|
|
2022
Q4 | $32K | Sell |
4,042
-1,436
| -26% | -$10.5K | ﹤0.01% | 2035 |
|
|
2022
Q3 | $35K | Buy |
5,478
+522
| +11% | +$4.02K | ﹤0.01% | 1843 |
|
|
2022
Q2 | $38K | Buy |
4,956
+898
| +22% | +$7.05K | ﹤0.01% | 1750 |
|
|
2022
Q1 | $32K | Buy |
4,058
+1,704
| +72% | +$17.4K | ﹤0.01% | 1809 |
|
|
2021
Q4 | $24K | Buy |
+2,354
| New | +$24.7K | ﹤0.01% | 1879 |
|
|
2021
Q2 | $11K | Hold |
1,124
| – | – | ﹤0.01% | 2047 |
|
|
2021
Q1 | $11K | Hold |
1,124
| – | – | ﹤0.01% | 2047 |
|
|
2020
Q4 | $11K | Hold |
1,124
| – | – | ﹤0.01% | 2047 |
|
|
2020
Q3 | $11K | Hold |
1,124
| – | – | ﹤0.01% | 2046 |
|
|
2020
Q2 | $11K | Hold |
1,124
| – | – | ﹤0.01% | 2046 |
|
|
2020
Q1 | $11K | Hold |
1,124
| – | – | ﹤0.01% | 2046 |
|
|
2019
Q4 | $11K | Hold |
1,124
| – | – | ﹤0.01% | 2046 |
|
|
2019
Q3 | $11K | Sell |
1,124
-24
| -2% | -$174 | ﹤0.01% | 2046 |
|
|
2019
Q2 | $11K | Hold |
1,148
| – | – | ﹤0.01% | 2046 |
|
|
2019
Q1 | $11K | Sell |
1,148
-2,200
| -66% | -$17.7K | ﹤0.01% | 2046 |
|
|
2018
Q4 | $24K | Buy |
3,348
+210
| +7% | +$1.69K | ﹤0.01% | 1076 |
|
|
2018
Q3 | $27K | Hold |
3,138
| – | – | ﹤0.01% | 883 |
|
|
2018
Q2 | $30K | Sell |
3,138
-84
| -3% | -$909 | ﹤0.01% | 742 |
|
|
2018
Q1 | $36K | Sell |
3,222
-698
| -18% | -$7.61K | ﹤0.01% | 608 |
|
|
2017
Q4 | $41K | Hold |
3,920
| – | – | ﹤0.01% | 563 |
|
|
2017
Q3 | $39K | Buy |
3,920
+278
| +8% | +$2.76K | ﹤0.01% | 561 |
|
|
2017
Q2 | $37K | Hold |
3,642
| – | – | ﹤0.01% | 520 |
|
|
2017
Q1 | $39K | Sell |
3,642
-32
| -0.9% | -$344 | ﹤0.01% | 500 |
|
|
2016
Q4 | $38K | Buy |
3,674
+1,339
| +57% | +$12.6K | ﹤0.01% | 486 |
|
|
2016
Q3 | $19K | Buy |
+2,335
| New | +$18.4K | ﹤0.01% | 554 |
|
Other funds holding BCS
Carson Wealth (CWM LLC)'s BCS Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Barclays (BCS) stake by 21% in Q1 2026, buying an estimated $167K and bringing the position to 38,870 shares worth $822K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.
Carson Wealth (CWM LLC) first reported a position in BCS in Q3 2016 and has held it in 38 quarters since. 507 funds tracked by Wall St. Rank hold BCS as of Q1 2026.
- Carson Wealth (CWM LLC) held 38,870 shares of Barclays worth $822K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 6,833 Barclays shares in Q1 2026, an estimated $167K.
- Barclays made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1666 holding.
- Carson Wealth (CWM LLC) first reported a position in Barclays in Q3 2016 and has held it in 38 quarters since.
- 507 funds tracked by Wall St. Rank held Barclays as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.