Carson Wealth (CWM LLC)
BKTI icon

Carson Wealth (CWM LLC)’s BK Technologies BKTI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BKTI Stock Details BKTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.78K Buy
131
+14
+12% +$1.14K ﹤0.01% 4781
2025
Q4 		$9K Buy
117
+98
+516% +$7.02K ﹤0.01% 4581
2025
Q3 		$2K Buy
+19
New +$1.08K ﹤0.01% 4977

Other funds holding BKTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BICM
Breach Inlet Capital Management Mt. Pleasant, South Carolina $300M AUM 18.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its BK Technologies (BKTI) stake by 12% in Q1 2026, buying an estimated $1.14K and bringing the position to 131 shares worth $9.78K. The position accounts for ﹤0.01% of the portfolio, ranked #4781.

Carson Wealth (CWM LLC) first reported a position in BKTI in Q3 2025 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold BKTI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 131 shares of BK Technologies worth $9.78K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 14 BK Technologies shares in Q1 2026, an estimated $1.14K.
  • BK Technologies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4781 holding.
  • Carson Wealth (CWM LLC) first reported a position in BK Technologies in Q3 2025 and has held it in 3 quarters since.
  • 113 funds tracked by Wall St. Rank held BK Technologies as of Q1 2026.

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