Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Benchmark Electronics BHE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BHE Stock Details BHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$53K Buy
946
+56
+6% +$3.01K ﹤0.01% 3780
2025
Q4 		$38K Sell
890
-187
-17% -$8.1K ﹤0.01% 3797
2025
Q3 		$42K Buy
1,077
+129
+14% +$5.1K ﹤0.01% 3657
2025
Q2 		$37K Sell
948
-454
-32% -$16.6K ﹤0.01% 3491
2025
Q1 		$53K Sell
1,402
-506
-27% -$21.4K ﹤0.01% 2926
2024
Q4 		$87K Buy
1,908
+202
+12% +$9.38K ﹤0.01% 2380
2024
Q3 		$76K Buy
1,706
+600
+54% +$25K ﹤0.01% 2367
2024
Q2 		$44K Buy
1,106
+498
+82% +$18.3K ﹤0.01% 2557
2024
Q1 		$18K Buy
608
+304
+100% +$8.77K ﹤0.01% 2961
2023
Q4 		$8K Buy
304
+67
+28% +$1.69K ﹤0.01% 3270
2023
Q3 		$6K Buy
237
+8
+3% +$203 ﹤0.01% 3345
2023
Q2 		$6K Buy
229
+98
+75% +$2.27K ﹤0.01% 3322
2023
Q1 		$3K Sell
131
-77
-37% -$1.95K ﹤0.01% 3468
2022
Q4 		$6K Buy
208
+102
+96% +$2.82K ﹤0.01% 3053
2022
Q3 		$3K Buy
106
+28
+36% +$715 ﹤0.01% 3269
2022
Q2 		$2K Sell
78
-229
-75% -$5.53K ﹤0.01% 3304
2022
Q1 		$8K Buy
307
+96
+45% +$2.45K ﹤0.01% 2593
2021
Q4 		$6K Buy
+211
New +$5.42K ﹤0.01% 2607

Other funds holding BHE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Benchmark Electronics (BHE) stake by 6.3% in Q1 2026, buying an estimated $3.01K and bringing the position to 946 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #3780.

Carson Wealth (CWM LLC) first reported a position in BHE in Q4 2021 and has held it in 18 quarters since. The position peaked at $87K in Q4 2024. 268 funds tracked by Wall St. Rank hold BHE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 946 shares of Benchmark Electronics worth $53K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 56 Benchmark Electronics shares in Q1 2026, an estimated $3.01K.
  • Benchmark Electronics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3780 holding.
  • Carson Wealth (CWM LLC) first reported a position in Benchmark Electronics in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Benchmark Electronics position peaked at $87K in Q4 2024.
  • 268 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2026.

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