Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Boston Omaha BOC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BOC Stock Details BOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.23K Sell
362
-721
-67% -$8.9K ﹤0.01% 5079
2025
Q4 		$13K Buy
1,083
+1,003
+1,254% +$13.1K ﹤0.01% 4405
2025
Q3 		$1K Sell
80
-153
-66% -$2.06K ﹤0.01% 5085
2025
Q2 		$3K Sell
233
-33
-12% -$481 ﹤0.01% 4744
2025
Q1 		$4K Buy
266
+21
+9% +$302 ﹤0.01% 4514
2024
Q4 		$3K Buy
245
+121
+98% +$1.8K ﹤0.01% 4383
2024
Q3 		$2K Sell
124
-130
-51% -$1.81K ﹤0.01% 4361
2024
Q2 		$3K Buy
254
+217
+586% +$3.21K ﹤0.01% 4043
2024
Q1 		$1K Sell
37
-11
-23% -$173 ﹤0.01% 4083
2023
Q4 		$1K Sell
48
-257
-84% -$3.9K ﹤0.01% 3903
2023
Q3 		$5K Sell
305
-143
-32% -$2.56K ﹤0.01% 3424
2023
Q2 		$8K Buy
448
+48
+12% +$975 ﹤0.01% 3185
2023
Q1 		$9K Hold
400
– – ﹤0.01% 2989
2022
Q4 		$11K Hold
400
– – ﹤0.01% 2737
2022
Q3 		$9K Hold
400
– – ﹤0.01% 2731
2022
Q2 		$8K Buy
400
+200
+100% +$4.38K ﹤0.01% 2686
2022
Q1 		$5K Hold
200
– – ﹤0.01% 2808
2021
Q4 		$6K Buy
+200
New +$6.53K ﹤0.01% 2610
2021
Q2 		$6K Hold
200
– – ﹤0.01% 2280
2021
Q1 		$6K Hold
200
– – ﹤0.01% 2280
2020
Q4 		$6K Hold
200
– – ﹤0.01% 2280
2020
Q3 		$6K Hold
200
– – ﹤0.01% 2280
2020
Q2 		$6K Hold
200
– – ﹤0.01% 2280
2020
Q1 		$6K Hold
200
– – ﹤0.01% 2280
2019
Q4 		$6K Hold
200
– – ﹤0.01% 2280
2019
Q3 		$6K Hold
200
– – ﹤0.01% 2280
2019
Q2 		$6K Hold
200
– – ﹤0.01% 2280
2019
Q1 		$6K Buy
+200
New +$5K ﹤0.01% 2280

Other funds holding BOC

MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $733M AUM 24.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Boston Omaha (BOC) stake by 67% in Q1 2026, selling an estimated $8.9K and leaving 362 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #5079.

Carson Wealth (CWM LLC) first reported a position in BOC in Q1 2019 and has held it in 28 quarters since. The position peaked at $13K in Q4 2025. 122 funds tracked by Wall St. Rank hold BOC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 362 shares of Boston Omaha worth $4.23K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 721 Boston Omaha shares in Q1 2026, an estimated $8.9K.
  • Boston Omaha made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5079 holding.
  • Carson Wealth (CWM LLC) first reported a position in Boston Omaha in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Boston Omaha position peaked at $13K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Boston Omaha as of Q1 2026.

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