Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Brookfield Infrastructure Partners BIP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BIP Stock Details BIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$475K Buy
13,153
+4,269
+48% +$157K ﹤0.01% 2055
2025
Q4 		$309K Sell
8,884
-549
-6% -$19.1K ﹤0.01% 2236
2025
Q3 		$310K Buy
9,433
+3,805
+68% +$120K ﹤0.01% 2105
2025
Q2 		$189K Buy
5,628
+2,489
+79% +$78.1K ﹤0.01% 2223
2025
Q1 		$94K Hold
3,139
– – ﹤0.01% 2472
2024
Q4 		$100K Sell
3,139
-92
-3% -$3.14K ﹤0.01% 2286
2024
Q3 		$113K Buy
3,231
+33
+1% +$1.04K ﹤0.01% 2126
2024
Q2 		$88K Buy
3,198
+212
+7% +$6.04K ﹤0.01% 2042
2024
Q1 		$93K Hold
2,986
– – ﹤0.01% 1917
2023
Q4 		$94K Buy
2,986
+753
+34% +$20.4K ﹤0.01% 1807
2023
Q3 		$66K Sell
2,233
-2,157
-49% -$71.4K ﹤0.01% 1896
2023
Q2 		$160K Sell
4,390
-417
-9% -$14.9K ﹤0.01% 1338
2023
Q1 		$162K Buy
4,807
+2,443
+103% +$82.3K ﹤0.01% 1287
2022
Q4 		$73K Hold
2,364
– – ﹤0.01% 1519
2022
Q3 		$85K Hold
2,364
– – ﹤0.01% 1403
2022
Q2 		$90K Sell
2,364
-24
-1% -$986 ﹤0.01% 1358
2022
Q1 		$105K Buy
2,388
+528
+28% +$21.3K ﹤0.01% 1304
2021
Q4 		$75K Buy
+1,860
New +$71.8K ﹤0.01% 1416
2021
Q2 		$57K Hold
1,535
– – ﹤0.01% 1336
2021
Q1 		$57K Hold
1,535
– – ﹤0.01% 1336
2020
Q4 		$57K Hold
1,535
– – ﹤0.01% 1336
2020
Q3 		$57K Hold
1,535
– – ﹤0.01% 1336
2020
Q2 		$57K Hold
1,535
– – ﹤0.01% 1336
2020
Q1 		$57K Sell
1,535
-184
-11% -$5.38K ﹤0.01% 1336
2019
Q4 		$57K Hold
1,719
– – ﹤0.01% 1336
2019
Q3 		$57K Hold
1,719
– – ﹤0.01% 1336
2019
Q2 		$57K Hold
1,719
– – ﹤0.01% 1336
2019
Q1 		$57K Buy
1,719
+711
+71% +$16.7K ﹤0.01% 1336
2018
Q4 		$21K Buy
+1,008
New +$23K ﹤0.01% 1115
2017
Q2 		– Sell
-454
Closed -$10K – 1202
2017
Q1 		$10K Buy
+454
New +$9.73K ﹤0.01% 741

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Brookfield Infrastructure Partners (BIP) stake by 48% in Q1 2026, buying an estimated $157K and bringing the position to 13,153 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #2055.

Carson Wealth (CWM LLC) first reported a position in BIP in Q1 2017 and has held it in 30 quarters since. 353 funds tracked by Wall St. Rank hold BIP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,153 shares of Brookfield Infrastructure Partners worth $475K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,269 Brookfield Infrastructure Partners shares in Q1 2026, an estimated $157K.
  • Brookfield Infrastructure Partners made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2055 holding.
  • Carson Wealth (CWM LLC) first reported a position in Brookfield Infrastructure Partners in Q1 2017 and has held it in 30 quarters since.
  • 353 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2026.

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