Carson Wealth (CWM LLC)
BECN

Carson Wealth (CWM LLC)’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BECN Stock Details BECN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-60
Closed -$7K – 5370
2025
Q1 		$7K Sell
60
-232
-79% -$27K ﹤0.01% 4332
2024
Q4 		$30K Buy
292
+106
+57% +$10.7K ﹤0.01% 3187
2024
Q3 		$16K Sell
186
-59
-24% -$5.25K ﹤0.01% 3528
2024
Q2 		$22K Sell
245
-171
-41% -$16.5K ﹤0.01% 3064
2024
Q1 		$41K Buy
416
+369
+785% +$32K ﹤0.01% 2436
2023
Q4 		$4K Buy
47
+8
+21% +$627 ﹤0.01% 3650
2023
Q3 		$3K Hold
39
– – ﹤0.01% 3728
2023
Q2 		$3K Buy
39
+5
+15% +$330 ﹤0.01% 3727
2023
Q1 		$2K Buy
34
+16
+89% +$936 ﹤0.01% 3725
2022
Q4 		$1K Hold
18
– – ﹤0.01% 3890
2022
Q3 		$1K Hold
18
– – ﹤0.01% 3814
2022
Q2 		$1K Buy
+18
New +$1.06K ﹤0.01% 3692
2017
Q4 		– Sell
-675
Closed -$35K – 1601
2017
Q3 		$35K Buy
+675
New +$31.4K ﹤0.01% 589

Other funds holding BECN

CIM
CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BECN Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 60 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in BECN in Q3 2017 and held it in 13 quarters. The position peaked at $41K in Q1 2024. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 60 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $7K.
  • Carson Wealth (CWM LLC) first reported a position in Beacon Roofing Supply, Inc. in Q3 2017 and held it in 13 quarters.
  • Carson Wealth (CWM LLC)'s Beacon Roofing Supply, Inc. position peaked at $41K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.