Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Boot Barn BOOT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BOOT Stock Details BOOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$288K Buy
1,966
+640
+48% +$116K ﹤0.01% 2417
2025
Q4 		$234K Buy
1,326
+114
+9% +$21.3K ﹤0.01% 2439
2025
Q3 		$201K Sell
1,212
-2
-0.2% -$345 ﹤0.01% 2438
2025
Q2 		$185K Buy
1,214
+955
+369% +$127K ﹤0.01% 2239
2025
Q1 		$28K Buy
259
+36
+16% +$4.81K ﹤0.01% 3434
2024
Q4 		$34K Sell
223
-2
-0.9% -$295 ﹤0.01% 3072
2024
Q3 		$38K Buy
225
+39
+21% +$5.36K ﹤0.01% 2896
2024
Q2 		$24K Buy
186
+19
+11% +$2.14K ﹤0.01% 2986
2024
Q1 		$16K Sell
167
-32
-16% -$2.65K ﹤0.01% 3031
2023
Q4 		$15K Buy
199
+2
+1% +$150 ﹤0.01% 2932
2023
Q3 		$16K Hold
197
– – ﹤0.01% 2823
2023
Q2 		$17K Hold
197
– – ﹤0.01% 2733
2023
Q1 		$15K Buy
197
+4
+2% +$307 ﹤0.01% 2679
2022
Q4 		$12K Buy
193
+120
+164% +$7.2K ﹤0.01% 2683
2022
Q3 		$4K Sell
73
-40
-35% -$2.68K ﹤0.01% 3140
2022
Q2 		$8K Sell
113
-75
-40% -$6.42K ﹤0.01% 2687
2022
Q1 		$18K Buy
188
+98
+109% +$9.3K ﹤0.01% 2131
2021
Q4 		$11K Buy
+90
New +$10.2K ﹤0.01% 2287
2021
Q2 		$7K Hold
88
– – ﹤0.01% 2233
2021
Q1 		$7K Hold
88
– – ﹤0.01% 2233
2020
Q4 		$7K Hold
88
– – ﹤0.01% 2233
2020
Q3 		$7K Hold
88
– – ﹤0.01% 2232
2020
Q2 		$7K Hold
88
– – ﹤0.01% 2232
2020
Q1 		$7K Hold
88
– – ﹤0.01% 2232
2019
Q4 		$7K Hold
88
– – ﹤0.01% 2232
2019
Q3 		$7K Hold
88
– – ﹤0.01% 2231
2019
Q2 		$7K Hold
88
– – ﹤0.01% 2231
2019
Q1 		$7K Sell
88
-97,544
-100% -$2.46M ﹤0.01% 2231
2018
Q4 		$1.66M Buy
+97,632
New +$2.24M 0.04% 310

Other funds holding BOOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Boot Barn (BOOT) stake by 48% in Q1 2026, buying an estimated $116K and bringing the position to 1,966 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #2417.

Carson Wealth (CWM LLC) first reported a position in BOOT in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.66M in Q4 2018. 450 funds tracked by Wall St. Rank hold BOOT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,966 shares of Boot Barn worth $288K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 640 Boot Barn shares in Q1 2026, an estimated $116K.
  • Boot Barn made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2417 holding.
  • Carson Wealth (CWM LLC) first reported a position in Boot Barn in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Boot Barn position peaked at $1.66M in Q4 2018.
  • 450 funds tracked by Wall St. Rank held Boot Barn as of Q1 2026.

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