Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s B&G Foods BGS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BGS Stock Details BGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$438K Buy
90,999
+20,196
+29% +$97.8K ﹤0.01% 2110
2025
Q4 		$304K Sell
70,803
-8,989
-11% -$40.2K ﹤0.01% 2243
2025
Q3 		$353K Buy
79,792
+55,630
+230% +$243K ﹤0.01% 2001
2025
Q2 		$102K Buy
24,162
+16,644
+221% +$86.9K ﹤0.01% 2699
2025
Q1 		$52K Buy
7,518
+2,855
+61% +$19.1K ﹤0.01% 2949
2024
Q4 		$32K Sell
4,663
-9,511
-67% -$71.6K ﹤0.01% 3119
2024
Q3 		$126K Sell
14,174
-295
-2% -$2.5K ﹤0.01% 2044
2024
Q2 		$117K Buy
14,469
+7,231
+100% +$71.4K ﹤0.01% 1868
2024
Q1 		$83K Buy
7,238
+981
+16% +$10.3K ﹤0.01% 1989
2023
Q4 		$66K Buy
6,257
+2,287
+58% +$21.2K ﹤0.01% 2009
2023
Q3 		$39K Sell
3,970
-1,381
-26% -$17.1K ﹤0.01% 2215
2023
Q2 		$74K Buy
5,351
+433
+9% +$6.23K ﹤0.01% 1730
2023
Q1 		$76K Buy
4,918
+893
+22% +$12.4K ﹤0.01% 1628
2022
Q4 		$45K Buy
4,025
+842
+26% +$11.7K ﹤0.01% 1794
2022
Q3 		$52K Buy
3,183
+829
+35% +$18.4K ﹤0.01% 1636
2022
Q2 		$56K Buy
2,354
+927
+65% +$23K ﹤0.01% 1573
2022
Q1 		$39K Buy
1,427
+480
+51% +$14.4K ﹤0.01% 1711
2021
Q4 		$29K Buy
+947
New +$29K ﹤0.01% 1788
2021
Q2 		$27K Hold
827
– – ﹤0.01% 1656
2021
Q1 		$27K Hold
827
– – ﹤0.01% 1656
2020
Q4 		$27K Hold
827
– – ﹤0.01% 1656
2020
Q3 		$27K Hold
827
– – ﹤0.01% 1656
2020
Q2 		$27K Hold
827
– – ﹤0.01% 1656
2020
Q1 		$27K Hold
827
– – ﹤0.01% 1656
2019
Q4 		$27K Hold
827
– – ﹤0.01% 1656
2019
Q3 		$27K Hold
827
– – ﹤0.01% 1656
2019
Q2 		$27K Hold
827
– – ﹤0.01% 1656
2019
Q1 		$27K Sell
827
-107
-11% -$2.8K ﹤0.01% 1656
2018
Q4 		$27K Buy
934
+66
+8% +$1.89K ﹤0.01% 1042
2018
Q3 		$24K Buy
+868
New +$26.9K ﹤0.01% 910

Other funds holding BGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Carson Wealth (CWM LLC) increased its B&G Foods (BGS) stake by 29% in Q1 2026, buying an estimated $97.8K and bringing the position to 90,999 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

Carson Wealth (CWM LLC) first reported a position in BGS in Q3 2018 and has held it in 30 quarters since. 221 funds tracked by Wall St. Rank hold BGS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 90,999 shares of B&G Foods worth $438K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 20,196 B&G Foods shares in Q1 2026, an estimated $97.8K.
  • B&G Foods made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2110 holding.
  • Carson Wealth (CWM LLC) first reported a position in B&G Foods in Q3 2018 and has held it in 30 quarters since.
  • 221 funds tracked by Wall St. Rank held B&G Foods as of Q1 2026.

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