Carson Wealth (CWM LLC)’s Bloomin' Brands BLMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $377K | Buy |
69,789
+65,973
| +1,729% | +$422K | ﹤0.01% | 2230 |
|
|
2025
Q4 | $24K | Sell |
3,816
-5,648
| -60% | -$39.4K | ﹤0.01% | 4059 |
|
|
2025
Q3 | $68K | Sell |
9,464
-14,615
| -61% | -$118K | ﹤0.01% | 3267 |
|
|
2025
Q2 | $207K | Buy |
24,079
+13,477
| +127% | +$108K | ﹤0.01% | 2142 |
|
|
2025
Q1 | $76K | Buy |
10,602
+9,867
| +1,342% | +$105K | ﹤0.01% | 2640 |
|
|
2024
Q4 | $9K | Sell |
735
-381
| -34% | -$5.46K | ﹤0.01% | 3906 |
|
|
2024
Q3 | $18K | Sell |
1,116
-102
| -8% | -$1.81K | ﹤0.01% | 3417 |
|
|
2024
Q2 | $23K | Sell |
1,218
-686
| -36% | -$16.1K | ﹤0.01% | 3011 |
|
|
2024
Q1 | $55K | Sell |
1,904
-821
| -30% | -$22.3K | ﹤0.01% | 2227 |
|
|
2023
Q4 | $77K | Sell |
2,725
-735
| -21% | -$17.9K | ﹤0.01% | 1904 |
|
|
2023
Q3 | $85K | Buy |
3,460
+1,225
| +55% | +$32.5K | ﹤0.01% | 1730 |
|
|
2023
Q2 | $60K | Buy |
2,235
+1,050
| +89% | +$26.3K | ﹤0.01% | 1854 |
|
|
2023
Q1 | $30K | Buy |
1,185
+565
| +91% | +$14K | ﹤0.01% | 2219 |
|
|
2022
Q4 | $12K | Sell |
620
-250
| -29% | -$5.42K | ﹤0.01% | 2682 |
|
|
2022
Q3 | $16K | Buy |
870
+504
| +138% | +$10K | ﹤0.01% | 2366 |
|
|
2022
Q2 | $6K | Sell |
366
-878
| -71% | -$17.8K | ﹤0.01% | 2853 |
|
|
2022
Q1 | $27K | Buy |
1,244
+745
| +149% | +$16.1K | ﹤0.01% | 1891 |
|
|
2021
Q4 | $10K | Buy |
+499
| New | +$10.5K | ﹤0.01% | 2340 |
|
|
2021
Q2 | $14K | Hold |
506
| – | – | ﹤0.01% | 1953 |
|
|
2021
Q1 | $14K | Hold |
506
| – | – | ﹤0.01% | 1953 |
|
|
2020
Q4 | $14K | Hold |
506
| – | – | ﹤0.01% | 1953 |
|
|
2020
Q3 | $14K | Hold |
506
| – | – | ﹤0.01% | 1953 |
|
|
2020
Q2 | $14K | Hold |
506
| – | – | ﹤0.01% | 1953 |
|
|
2020
Q1 | $14K | Hold |
506
| – | – | ﹤0.01% | 1953 |
|
|
2019
Q4 | $14K | Hold |
506
| – | – | ﹤0.01% | 1953 |
|
|
2019
Q3 | $14K | Hold |
506
| – | – | ﹤0.01% | 1953 |
|
|
2019
Q2 | $14K | Hold |
506
| – | – | ﹤0.01% | 1953 |
|
|
2019
Q1 | $14K | Buy |
506
+452
| +837% | +$9K | ﹤0.01% | 1953 |
|
|
2018
Q4 | $1K | Buy |
54
+42
| +350% | +$827 | ﹤0.01% | 1845 |
|
|
2018
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 1845 |
|
|
2018
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 1692 |
|
|
2018
Q1 | $0 | Sell |
12
-213
| -95% | -$4.82K | ﹤0.01% | 1415 |
|
|
2017
Q4 | $5K | Hold |
225
| – | – | ﹤0.01% | 1073 |
|
|
2017
Q3 | $4K | Buy |
225
+213
| +1,775% | +$3.89K | ﹤0.01% | 1121 |
|
|
2017
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 1205 |
|
|
2017
Q1 | $0 | Buy |
+12
| New | +$214 | ﹤0.01% | 1178 |
|
Other funds holding BLMN
SV
Carson Wealth (CWM LLC)'s BLMN Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Bloomin' Brands (BLMN) stake by 1,729% in Q1 2026, buying an estimated $422K and bringing the position to 69,789 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #2230.
Carson Wealth (CWM LLC) first reported a position in BLMN in Q1 2017 and has held it in 36 quarters since. 227 funds tracked by Wall St. Rank hold BLMN as of Q1 2026.
- Carson Wealth (CWM LLC) held 69,789 shares of Bloomin' Brands worth $377K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 65,973 Bloomin' Brands shares in Q1 2026, an estimated $422K.
- Bloomin' Brands made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2230 holding.
- Carson Wealth (CWM LLC) first reported a position in Bloomin' Brands in Q1 2017 and has held it in 36 quarters since.
- 227 funds tracked by Wall St. Rank held Bloomin' Brands as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.