Carson Wealth (CWM LLC)
BJRI icon

Carson Wealth (CWM LLC)’s BJ's Restaurants BJRI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BJRI Stock Details BJRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$48K Buy
1,367
+668
+96% +$26.7K ﹤0.01% 3848
2025
Q4 		$28K Buy
699
+456
+188% +$16.2K ﹤0.01% 3981
2025
Q3 		$7K Sell
243
-215
-47% -$7.67K ﹤0.01% 4602
2025
Q2 		$20K Buy
458
+98
+27% +$3.87K ﹤0.01% 3896
2025
Q1 		$12K Buy
360
+59
+20% +$2.09K ﹤0.01% 3987
2024
Q4 		$11K Buy
301
+60
+25% +$2.13K ﹤0.01% 3796
2024
Q3 		$8K Sell
241
-406
-63% -$13.1K ﹤0.01% 3875
2024
Q2 		$22K Buy
647
+463
+252% +$15.9K ﹤0.01% 3043
2024
Q1 		$7K Buy
184
+17
+10% +$591 ﹤0.01% 3491
2023
Q4 		$6K Sell
167
-35
-17% -$996 ﹤0.01% 3401
2023
Q3 		$5K Buy
202
+141
+231% +$4.34K ﹤0.01% 3422
2023
Q2 		$2K Sell
61
-9
-13% -$274 ﹤0.01% 3754
2023
Q1 		$2K Buy
70
+2
+3% +$62 ﹤0.01% 3618
2022
Q4 		$2K Hold
68
– – ﹤0.01% 3506
2022
Q3 		$2K Buy
68
+46
+209% +$1.13K ﹤0.01% 3422
2022
Q2 		$0 Buy
+22
New +$566 ﹤0.01% 3785

Other funds holding BJRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its BJ's Restaurants (BJRI) stake by 96% in Q1 2026, buying an estimated $26.7K and bringing the position to 1,367 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #3848.

Carson Wealth (CWM LLC) first reported a position in BJRI in Q2 2022 and has held it in 16 quarters since. 192 funds tracked by Wall St. Rank hold BJRI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,367 shares of BJ's Restaurants worth $48K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 668 BJ's Restaurants shares in Q1 2026, an estimated $26.7K.
  • BJ's Restaurants made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3848 holding.
  • Carson Wealth (CWM LLC) first reported a position in BJ's Restaurants in Q2 2022 and has held it in 16 quarters since.
  • 192 funds tracked by Wall St. Rank held BJ's Restaurants as of Q1 2026.

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