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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return