Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BCX Stock Details BCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$220K Buy
18,256
+1,147
+7% +$14.1K ﹤0.01% 2661
2025
Q4 		$188K Buy
17,109
+11,782
+221% +$121K ﹤0.01% 2623
2025
Q3 		$54K Buy
5,327
+2,175
+69% +$21.4K ﹤0.01% 3460
2025
Q2 		$30K Buy
3,152
+54
+2% +$492 ﹤0.01% 3638
2025
Q1 		$29K Sell
3,098
-513
-14% -$4.67K ﹤0.01% 3400
2024
Q4 		$31K Sell
3,611
-429
-11% -$3.97K ﹤0.01% 3137
2024
Q3 		$39K Buy
4,040
+900
+29% +$8.28K ﹤0.01% 2878
2024
Q2 		$29K Buy
3,140
+352
+13% +$3.25K ﹤0.01% 2852
2024
Q1 		$25K Buy
2,788
+353
+14% +$3.05K ﹤0.01% 2751
2023
Q4 		$22K Hold
2,435
– – ﹤0.01% 2713
2023
Q3 		$22K Sell
2,435
-116
-5% -$1.09K ﹤0.01% 2618
2023
Q2 		$23K Buy
2,551
+170
+7% +$1.58K ﹤0.01% 2534
2023
Q1 		$23K Buy
2,381
+153
+7% +$1.52K ﹤0.01% 2395
2022
Q4 		$22K Buy
2,228
+1,854
+496% +$17.6K ﹤0.01% 2281
2022
Q3 		$3K Sell
374
-535
-59% -$4.81K ﹤0.01% 3265
2022
Q2 		$8K Buy
+909
New +$9.63K ﹤0.01% 2683
2022
Q1 		– Sell
-13
Closed – – 3524
2021
Q4 		$0 Buy
+13
New +$121 ﹤0.01% 3490
2021
Q2 		$0 Hold
38
– – ﹤0.01% 2932
2021
Q1 		$0 Hold
38
– – ﹤0.01% 2932
2020
Q4 		$0 Hold
38
– – ﹤0.01% 2932
2020
Q3 		$0 Hold
38
– – ﹤0.01% 2932
2020
Q2 		$0 Hold
38
– – ﹤0.01% 2932
2020
Q1 		$0 Hold
38
– – ﹤0.01% 2932
2019
Q4 		$0 Hold
38
– – ﹤0.01% 2931
2019
Q3 		$0 Hold
38
– – ﹤0.01% 2931
2019
Q2 		$0 Hold
38
– – ﹤0.01% 2931
2019
Q1 		$0 Buy
38
+37
+3,700% +$292 ﹤0.01% 2944
2018
Q4 		$0 Hold
1
– – ﹤0.01% 2097
2018
Q3 		$0 Hold
1
– – ﹤0.01% 1839
2018
Q2 		$0 Hold
1
– – ﹤0.01% 1687
2018
Q1 		$0 Buy
+1
New +$10 ﹤0.01% 1408

Other funds holding BCX

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its BlackRock Resources & Commodities Strategy Trust (BCX) stake by 6.7% in Q1 2026, buying an estimated $14.1K and bringing the position to 18,256 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2661.

Carson Wealth (CWM LLC) first reported a position in BCX in Q1 2018 and has held it in 31 quarters since. 135 funds tracked by Wall St. Rank hold BCX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18,256 shares of BlackRock Resources & Commodities Strategy Trust worth $220K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,147 BlackRock Resources & Commodities Strategy Trust shares in Q1 2026, an estimated $14.1K.
  • BlackRock Resources & Commodities Strategy Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2661 holding.
  • Carson Wealth (CWM LLC) first reported a position in BlackRock Resources & Commodities Strategy Trust in Q1 2018 and has held it in 31 quarters since.
  • 135 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q1 2026.

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