Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s BP BP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.45M Buy
94,743
+7,458
+9% +$292K 0.01% 860
2025
Q4 		$3.03M Buy
87,285
+5,335
+7% +$187K 0.01% 985
2025
Q3 		$2.82M Buy
81,950
+3,382
+4% +$113K 0.01% 947
2025
Q2 		$2.35M Sell
78,568
-3,547
-4% -$104K 0.01% 895
2025
Q1 		$2.77M Sell
82,115
-585
-0.7% -$19.1K 0.01% 722
2024
Q4 		$2.44M Buy
82,700
+21,585
+35% +$649K 0.01% 708
2024
Q3 		$1.92M Buy
61,115
+2,926
+5% +$99K 0.01% 722
2024
Q2 		$2.1M Buy
58,189
+467
+0.8% +$17.5K 0.01% 635
2024
Q1 		$2.17M Buy
57,722
+3,772
+7% +$135K 0.01% 599
2023
Q4 		$1.91M Buy
53,950
+3,212
+6% +$118K 0.01% 586
2023
Q3 		$1.97M Sell
50,738
-2,433
-5% -$90.3K 0.01% 550
2023
Q2 		$1.88M Buy
53,171
+5,953
+13% +$220K 0.01% 530
2023
Q1 		$1.79M Buy
47,218
+5,797
+14% +$217K 0.01% 497
2022
Q4 		$1.45M Sell
41,421
-633
-2% -$21.1K 0.01% 508
2022
Q3 		$1.2M Buy
42,054
+165
+0.4% +$4.91K 0.01% 512
2022
Q2 		$1.19M Buy
41,889
+200
+0.5% +$6.13K 0.01% 525
2022
Q1 		$1.23M Sell
41,689
-3,702
-8% -$113K 0.01% 511
2021
Q4 		$1.21M Buy
+45,391
New +$1.26M 0.01% 538
2021
Q2 		$980K Hold
37,102
– – 0.01% 567
2021
Q1 		$980K Hold
37,102
– – 0.01% 567
2020
Q4 		$980K Hold
37,102
– – 0.01% 567
2020
Q3 		$980K Hold
37,102
– – 0.01% 567
2020
Q2 		$980K Hold
37,102
– – 0.01% 567
2020
Q1 		$980K Hold
37,102
– – 0.01% 567
2019
Q4 		$980K Hold
37,102
– – 0.01% 567
2019
Q3 		$980K Sell
37,102
-626
-2% -$23.9K 0.01% 567
2019
Q2 		$980K Hold
37,728
– – 0.01% 567
2019
Q1 		$980K Buy
37,728
+20,900
+124% +$857K 0.01% 567
2018
Q4 		$618K Buy
16,828
+1,167
+7% +$46.6K 0.02% 422
2018
Q3 		$689K Buy
15,661
+7,270
+87% +$304K 0.02% 346
2018
Q2 		$361K Buy
8,391
+2,035
+32% +$85.5K 0.01% 361
2018
Q1 		$239K Buy
6,356
+273
+4% +$10.3K 0.01% 345
2017
Q4 		$234K Sell
6,083
-245
-4% -$8.88K 0.01% 328
2017
Q3 		$219K Buy
6,328
+260
+4% +$8.26K 0.01% 317
2017
Q2 		$186K Buy
6,068
+3,067
+102% +$95.4K 0.01% 311
2017
Q1 		$90K Sell
3,001
-458
-13% -$13.9K 0.01% 375
2016
Q4 		$111K Buy
3,459
+589
+21% +$17.7K 0.01% 335
2016
Q3 		$85K Buy
2,870
+101
+4% +$2.93K 0.01% 354
2016
Q2 		$83K Buy
2,769
+1,194
+76% +$32.2K 0.01% 326
2016
Q1 		$40K Sell
1,575
-45,787
-97% -$1.16M ﹤0.01% 365
2015
Q4 		$1.25M Sell
47,362
-1,753
-4% -$49.9K 0.12% 140
2015
Q3 		$1.26M Buy
49,115
+9,158
+23% +$268K 0.13% 133
2015
Q2 		$1.34M Sell
39,957
-80,126
-67% -$2.81M 0.13% 128
2015
Q1 		$3.9M Sell
120,083
-43,043
-26% -$1.41M 0.39% 97
2014
Q4 		$5.16M Buy
163,126
+155,689
+2,093% +$5.23M 0.63% 47
2014
Q3 		$267K Buy
+7,437
New +$295K 0.04% 167
2014
Q1 		– Sell
-3,358
Closed -$133K – 191
2013
Q4 		$133K Buy
+3,358
New +$125K 0.02% 180

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its BP (BP) stake by 8.5% in Q1 2026, buying an estimated $292K and bringing the position to 94,743 shares worth $4.45M. The position accounts for 0.01% of the portfolio, ranked #860.

Carson Wealth (CWM LLC) first reported a position in BP in Q4 2013 and has held it in 47 quarters since. The position peaked at $5.16M in Q4 2014. 1,260 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 94,743 shares of BP worth $4.45M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 7,458 BP shares in Q1 2026, an estimated $292K.
  • BP made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #860 holding.
  • Carson Wealth (CWM LLC) first reported a position in BP in Q4 2013 and has held it in 47 quarters since.
  • Carson Wealth (CWM LLC)'s BP position peaked at $5.16M in Q4 2014.
  • 1,260 funds tracked by Wall St. Rank held BP as of Q1 2026.

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