Carson Wealth (CWM LLC)
BLK icon

Carson Wealth (CWM LLC)’s Blackrock BLK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.8M Buy
13,303
+3,698
+39% +$3.89M 0.03% 461
2025
Q4 		$10.3M Buy
9,605
+59
+0.6% +$64.5K 0.03% 515
2025
Q3 		$11.1M Buy
9,546
+44
+0.5% +$49.2K 0.03% 437
2025
Q2 		$9.97M Buy
9,502
+152
+2% +$144K 0.04% 391
2025
Q1 		$8.85M Buy
9,350
+519
+6% +$509K 0.04% 376
2024
Q4 		$9.05M Sell
8,831
-315
-3% -$320K 0.04% 339
2024
Q3 		$8.68M Sell
9,146
-488
-5% -$422K 0.04% 334
2024
Q2 		$7.58M Buy
9,634
+178
+2% +$139K 0.04% 336
2024
Q1 		$7.88M Sell
9,456
-253
-3% -$203K 0.04% 332
2023
Q4 		$7.88M Sell
9,709
-120
-1% -$83.8K 0.04% 313
2023
Q3 		$6.36M Buy
9,829
+386
+4% +$270K 0.04% 317
2023
Q2 		$6.53M Buy
9,443
+178
+2% +$119K 0.04% 295
2023
Q1 		$6.2M Buy
9,265
+989
+12% +$697K 0.04% 285
2022
Q4 		$5.86M Sell
8,276
-133
-2% -$88.8K 0.04% 276
2022
Q3 		$4.63M Buy
8,409
+608
+8% +$398K 0.04% 293
2022
Q2 		$4.75M Buy
7,801
+5,586
+252% +$3.64M 0.04% 298
2022
Q1 		$1.69M Buy
2,215
+586
+36% +$458K 0.01% 434
2021
Q4 		$1.49M Buy
+1,629
New +$1.49M 0.01% 497
2021
Q2 		$988K Hold
1,129
– – 0.01% 566
2021
Q1 		$988K Hold
1,129
– – 0.01% 566
2020
Q4 		$988K Hold
1,129
– – 0.01% 566
2020
Q3 		$988K Hold
1,129
– – 0.01% 566
2020
Q2 		$988K Hold
1,129
– – 0.01% 566
2020
Q1 		$988K Hold
1,129
– – 0.01% 566
2019
Q4 		$988K Hold
1,129
– – 0.01% 566
2019
Q3 		$988K Hold
1,129
– – 0.01% 566
2019
Q2 		$988K Hold
1,129
– – 0.01% 566
2019
Q1 		$988K Sell
1,129
-45,230
-98% -$19M 0.01% 566
2018
Q4 		$18.2M Buy
46,359
+46,125
+19,712% +$18.9M 0.45% 54
2018
Q3 		$110K Buy
234
+12
+5% +$5.83K ﹤0.01% 602
2018
Q2 		$111K Buy
222
+61
+38% +$32.2K ﹤0.01% 504
2018
Q1 		$87K Buy
161
+21
+15% +$11.5K ﹤0.01% 464
2017
Q4 		$72K Buy
140
+5
+4% +$2.43K ﹤0.01% 470
2017
Q3 		$60K Buy
135
+59
+78% +$25.2K ﹤0.01% 486
2017
Q2 		$32K Sell
76
-241
-76% -$96.1K ﹤0.01% 554
2017
Q1 		$122K Sell
317
-34
-10% -$13K 0.01% 345
2016
Q4 		$134K Buy
351
+300
+588% +$110K 0.01% 316
2016
Q3 		$18K Sell
51
-173
-77% -$62.9K ﹤0.01% 561
2016
Q2 		$77K Buy
224
+4
+2% +$1.41K 0.01% 334
2016
Q1 		$75K Buy
+220
New +$69.8K 0.01% 304
2014
Q1 		– Sell
-75
Closed -$24K – 187
2013
Q4 		$24K Sell
75
-5
-6% -$1.49K ﹤0.01% 346
2013
Q3 		$22K Buy
+80
New +$21.7K 0.01% 258

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Blackrock (BLK) stake by 39% in Q1 2026, buying an estimated $3.89M and bringing the position to 13,303 shares worth $12.8M. The position accounts for 0.03% of the portfolio, ranked #461.

Carson Wealth (CWM LLC) first reported a position in BLK in Q3 2013 and has held it in 42 quarters since. The position peaked at $18.2M in Q4 2018. 2,332 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,303 shares of Blackrock worth $12.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,698 Blackrock shares in Q1 2026, an estimated $3.89M.
  • Blackrock made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #461 holding.
  • Carson Wealth (CWM LLC) first reported a position in Blackrock in Q3 2013 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s Blackrock position peaked at $18.2M in Q4 2018.
  • 2,332 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

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