Carson Wealth (CWM LLC)’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $927K | Buy |
12,746
+6,167
| +94% | +$436K | ﹤0.01% | 1584 |
|
|
2025
Q4 | $397K | Sell |
6,579
-81
| -1% | -$4.6K | ﹤0.01% | 2065 |
|
|
2025
Q3 | $371K | Buy |
6,660
+1,897
| +40% | +$101K | ﹤0.01% | 1966 |
|
|
2025
Q2 | $229K | Sell |
4,763
-690
| -13% | -$33.2K | ﹤0.01% | 2058 |
|
|
2025
Q1 | $265K | Sell |
5,453
-692
| -11% | -$34.5K | ﹤0.01% | 1744 |
|
|
2024
Q4 | $300K | Sell |
6,145
-1,368
| -18% | -$74.4K | ﹤0.01% | 1589 |
|
|
2024
Q3 | $467K | Sell |
7,513
-1,358
| -15% | -$75K | ﹤0.01% | 1342 |
|
|
2024
Q2 | $506K | Buy |
8,871
+787
| +10% | +$45.7K | ﹤0.01% | 1193 |
|
|
2024
Q1 | $466K | Buy |
8,084
+566
| +8% | +$33.9K | ﹤0.01% | 1167 |
|
|
2023
Q4 | $514K | Buy |
7,518
+830
| +12% | +$50.1K | ﹤0.01% | 1055 |
|
|
2023
Q3 | $380K | Sell |
6,688
-6,078
| -48% | -$355K | ﹤0.01% | 1070 |
|
|
2023
Q2 | $762K | Buy |
12,766
+7,708
| +152% | +$460K | ﹤0.01% | 800 |
|
|
2023
Q1 | $321K | Buy |
5,058
+375
| +8% | +$24.2K | ﹤0.01% | 1033 |
|
|
2022
Q4 | $291K | Buy |
4,683
+1,356
| +41% | +$76.3K | ﹤0.01% | 966 |
|
|
2022
Q3 | $166K | Sell |
3,327
-18
| -0.5% | -$953 | ﹤0.01% | 1125 |
|
|
2022
Q2 | $188K | Buy |
3,345
+195
| +6% | +$12.1K | ﹤0.01% | 1065 |
|
|
2022
Q1 | $217K | Buy |
3,150
+1,642
| +109% | +$99.8K | ﹤0.01% | 1008 |
|
|
2021
Q4 | $81K | Buy |
+1,508
| New | +$75.4K | ﹤0.01% | 1388 |
|
|
2021
Q2 | $263K | Hold |
4,043
| – | – | ﹤0.01% | 815 |
|
|
2021
Q1 | $263K | Hold |
4,043
| – | – | ﹤0.01% | 815 |
|
|
2020
Q4 | $263K | Hold |
4,043
| – | – | ﹤0.01% | 815 |
|
|
2020
Q3 | $263K | Hold |
4,043
| – | – | ﹤0.01% | 815 |
|
|
2020
Q2 | $263K | Hold |
4,043
| – | – | ﹤0.01% | 815 |
|
|
2020
Q1 | $263K | Hold |
4,043
| – | – | ﹤0.01% | 815 |
|
|
2019
Q4 | $263K | Hold |
4,043
| – | – | ﹤0.01% | 815 |
|
|
2019
Q3 | $263K | Hold |
4,043
| – | – | ﹤0.01% | 815 |
|
|
2019
Q2 | $263K | Hold |
4,043
| – | – | ﹤0.01% | 815 |
|
|
2019
Q1 | $263K | Buy |
4,043
+3,657
| +947% | +$167K | ﹤0.01% | 815 |
|
|
2018
Q4 | $17K | Buy |
386
+25
| +7% | +$1.05K | ﹤0.01% | 1186 |
|
|
2018
Q3 | $16K | Sell |
361
-62
| -15% | -$2.69K | ﹤0.01% | 1005 |
|
|
2018
Q2 | $19K | Buy |
423
+80
| +23% | +$3.46K | ﹤0.01% | 843 |
|
|
2018
Q1 | $14K | Buy |
343
+47
| +16% | +$1.98K | ﹤0.01% | 776 |
|
|
2017
Q4 | $12K | Hold |
296
| – | – | ﹤0.01% | 832 |
|
|
2017
Q3 | $11K | Hold |
296
| – | – | ﹤0.01% | 858 |
|
|
2017
Q2 | $9K | Hold |
296
| – | – | ﹤0.01% | 787 |
|
|
2017
Q1 | $10K | Buy |
296
+72
| +32% | +$2.49K | ﹤0.01% | 740 |
|
|
2016
Q4 | $7K | Hold |
224
| – | – | ﹤0.01% | 783 |
|
|
2016
Q3 | $7K | Hold |
224
| – | – | ﹤0.01% | 761 |
|
|
2016
Q2 | $6K | Buy |
+224
| New | +$5.58K | ﹤0.01% | 599 |
|
|
2014
Q1 | – | Sell |
-361
| Closed | -$21K | – | 181 |
|
|
2013
Q4 | $21K | Sell |
361
-591
| -62% | -$34.2K | ﹤0.01% | 360 |
|
|
2013
Q3 | $54K | Buy |
+952
| New | +$51.8K | 0.01% | 181 |
|
Other funds holding BHP
Carson Wealth (CWM LLC)'s BHP Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its BHP (BHP) stake by 94% in Q1 2026, buying an estimated $436K and bringing the position to 12,746 shares worth $927K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.
Carson Wealth (CWM LLC) first reported a position in BHP in Q3 2013 and has held it in 41 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.
- Carson Wealth (CWM LLC) held 12,746 shares of BHP worth $927K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 6,167 BHP shares in Q1 2026, an estimated $436K.
- BHP made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1584 holding.
- Carson Wealth (CWM LLC) first reported a position in BHP in Q3 2013 and has held it in 41 quarters since.
- 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.