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

Carson Wealth (CWM LLC)’s Portfolio BIPC Stock Details BIPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$204K Buy
5,156
+175
+4% +$8.03K ﹤0.01% 2728
2025
Q4 		$226K Buy
4,981
+789
+19% +$35.7K ﹤0.01% 2465
2025
Q3 		$172K Buy
4,192
+492
+13% +$19.9K ﹤0.01% 2556
2025
Q2 		$154K Buy
3,700
+468
+14% +$18K ﹤0.01% 2388
2025
Q1 		$117K Buy
3,232
+154
+5% +$6.06K ﹤0.01% 2284
2024
Q4 		$123K Buy
3,078
+118
+4% +$4.97K ﹤0.01% 2148
2024
Q3 		$129K Sell
2,960
-188
-6% -$7.31K ﹤0.01% 2023
2024
Q2 		$106K Buy
3,148
+305
+11% +$10.2K ﹤0.01% 1937
2024
Q1 		$102K Sell
2,843
-349
-11% -$12.2K ﹤0.01% 1873
2023
Q4 		$113K Buy
3,192
+1,133
+55% +$36.1K ﹤0.01% 1680
2023
Q3 		$73K Buy
2,059
+925
+82% +$38.2K ﹤0.01% 1834
2023
Q2 		$52K Sell
1,134
-69
-6% -$3.13K ﹤0.01% 1953
2023
Q1 		$55K Buy
1,203
+347
+41% +$15.1K ﹤0.01% 1803
2022
Q4 		$33K Buy
856
+697
+438% +$29.6K ﹤0.01% 2013
2022
Q3 		$6K Sell
159
-4
-2% -$184 ﹤0.01% 2943
2022
Q2 		$7K Buy
163
+58
+55% +$2.74K ﹤0.01% 2776
2022
Q1 		$5K Sell
105
-12
-10% -$548 ﹤0.01% 2807
2021
Q4 		$5K Buy
+117
New +$4.84K ﹤0.01% 2699
2021
Q2 		$4K Hold
75
– – ﹤0.01% 2407
2021
Q1 		$4K Hold
75
– – ﹤0.01% 2407
2020
Q4 		$4K Hold
75
– – ﹤0.01% 2407
2020
Q3 		$4K Hold
75
– – ﹤0.01% 2407
2020
Q2 		$4K Hold
75
– – ﹤0.01% 2407
2020
Q1 		$4K Buy
+75
New +$1.63K ﹤0.01% 2407

Other funds holding BIPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Brookfield Infrastructure (BIPC) stake by 3.5% in Q1 2026, buying an estimated $8.03K and bringing the position to 5,156 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #2728.

Carson Wealth (CWM LLC) first reported a position in BIPC in Q1 2020 and has held it in 24 quarters since. The position peaked at $226K in Q4 2025. 380 funds tracked by Wall St. Rank hold BIPC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,156 shares of Brookfield Infrastructure worth $204K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 175 Brookfield Infrastructure shares in Q1 2026, an estimated $8.03K.
  • Brookfield Infrastructure made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2728 holding.
  • Carson Wealth (CWM LLC) first reported a position in Brookfield Infrastructure in Q1 2020 and has held it in 24 quarters since.
  • Carson Wealth (CWM LLC)'s Brookfield Infrastructure position peaked at $226K in Q4 2025.
  • 380 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2026.

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