Carson Wealth (CWM LLC)
BKE icon

Carson Wealth (CWM LLC)’s Buckle BKE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BKE Stock Details BKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$798K Buy
15,845
+4,457
+39% +$231K ﹤0.01% 1688
2025
Q4 		$608K Buy
11,388
+21
+0.2% +$1.17K ﹤0.01% 1796
2025
Q3 		$667K Buy
11,367
+1,482
+15% +$80.2K ﹤0.01% 1635
2025
Q2 		$448K Buy
9,885
+6,424
+186% +$254K ﹤0.01% 1639
2025
Q1 		$133K Sell
3,461
-240
-6% -$10.4K ﹤0.01% 2184
2024
Q4 		$188K Sell
3,701
-24
-0.6% -$1.14K ﹤0.01% 1857
2024
Q3 		$164K Buy
3,725
+1,715
+85% +$70.4K ﹤0.01% 1866
2024
Q2 		$74K Buy
2,010
+1,096
+120% +$41K ﹤0.01% 2186
2024
Q1 		$37K Sell
914
-198
-18% -$7.79K ﹤0.01% 2493
2023
Q4 		$53K Buy
1,112
+848
+321% +$32.1K ﹤0.01% 2135
2023
Q3 		$9K Buy
264
+6
+2% +$211 ﹤0.01% 3174
2023
Q2 		$9K Buy
258
+78
+43% +$2.62K ﹤0.01% 3122
2023
Q1 		$6K Buy
180
+129
+253% +$5.29K ﹤0.01% 3186
2022
Q4 		$2K Buy
51
+9
+21% +$363 ﹤0.01% 3507
2022
Q3 		$1K Buy
+42
New +$1.32K ﹤0.01% 3603
2022
Q2 		– Sell
-57
Closed -$2K – 3786
2022
Q1 		$2K Sell
57
-5
-8% -$185 ﹤0.01% 3135
2021
Q4 		$3K Buy
+62
New +$2.81K ﹤0.01% 2943
2018
Q3 		– Sell
-39
Closed -$1K – 1843
2018
Q2 		$1K Buy
+39
New +$966 ﹤0.01% 1485

Other funds holding BKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Buckle (BKE) stake by 39% in Q1 2026, buying an estimated $231K and bringing the position to 15,845 shares worth $798K. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Carson Wealth (CWM LLC) first reported a position in BKE in Q2 2018 and has held it in 18 quarters since. 322 funds tracked by Wall St. Rank hold BKE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 15,845 shares of Buckle worth $798K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,457 Buckle shares in Q1 2026, an estimated $231K.
  • Buckle made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1688 holding.
  • Carson Wealth (CWM LLC) first reported a position in Buckle in Q2 2018 and has held it in 18 quarters since.
  • 322 funds tracked by Wall St. Rank held Buckle as of Q1 2026.

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