Carson Wealth (CWM LLC)
BLBD icon

Carson Wealth (CWM LLC)’s Blue Bird Corp BLBD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BLBD Stock Details BLBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$683K Buy
12,022
+5,315
+79% +$287K ﹤0.01% 1798
2025
Q4 		$315K Sell
6,707
-315
-4% -$16.5K ﹤0.01% 2227
2025
Q3 		$404K Buy
7,022
+1,743
+33% +$90.9K ﹤0.01% 1919
2025
Q2 		$228K Buy
5,279
+1,508
+40% +$57.4K ﹤0.01% 2061
2025
Q1 		$122K Buy
3,771
+322
+9% +$11.8K ﹤0.01% 2255
2024
Q4 		$133K Sell
3,449
-1,618
-32% -$67.6K ﹤0.01% 2089
2024
Q3 		$243K Buy
5,067
+1,840
+57% +$90.9K ﹤0.01% 1652
2024
Q2 		$174K Buy
3,227
+1,091
+51% +$50.2K ﹤0.01% 1655
2024
Q1 		$82K Buy
2,136
+846
+66% +$25.9K ﹤0.01% 1996
2023
Q4 		$35K Buy
1,290
+887
+220% +$18.3K ﹤0.01% 2387
2023
Q3 		$9K Buy
403
+396
+5,657% +$8.39K ﹤0.01% 3175
2023
Q2 		$0 Buy
+7
New +$150 ﹤0.01% 4180
2022
Q3 		– Sell
-54
Closed – – 3910
2022
Q2 		$0 Buy
+54
New +$757 ﹤0.01% 3788

Other funds holding BLBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 BLBD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Blue Bird Corp (BLBD) stake by 79% in Q1 2026, buying an estimated $287K and bringing the position to 12,022 shares worth $683K. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

Carson Wealth (CWM LLC) first reported a position in BLBD in Q2 2022 and has held it in 13 quarters since. 288 funds tracked by Wall St. Rank hold BLBD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,022 shares of Blue Bird Corp worth $683K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,315 Blue Bird Corp shares in Q1 2026, an estimated $287K.
  • Blue Bird Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1798 holding.
  • Carson Wealth (CWM LLC) first reported a position in Blue Bird Corp in Q2 2022 and has held it in 13 quarters since.
  • 288 funds tracked by Wall St. Rank held Blue Bird Corp as of Q1 2026.

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