Carson Wealth (CWM LLC)
BRC icon

Carson Wealth (CWM LLC)’s Brady Corp BRC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BRC Stock Details BRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.04M Buy
12,810
+370
+3% +$32.2K ﹤0.01% 1515
2025
Q4 		$975K Sell
12,440
-2,140
-15% -$166K ﹤0.01% 1510
2025
Q3 		$1.14M Buy
14,580
+1,212
+9% +$89.6K ﹤0.01% 1335
2025
Q2 		$909K Sell
13,368
-690
-5% -$48K ﹤0.01% 1288
2025
Q1 		$993K Sell
14,058
-2,616
-16% -$190K ﹤0.01% 1130
2024
Q4 		$1.23M Sell
16,674
-344
-2% -$25.6K 0.01% 972
2024
Q3 		$1.3M Sell
17,018
-192
-1% -$13.7K 0.01% 885
2024
Q2 		$1.14M Sell
17,210
-1,825
-10% -$114K 0.01% 827
2024
Q1 		$1.13M Sell
19,035
-1,819
-9% -$109K 0.01% 808
2023
Q4 		$1.22M Sell
20,854
-2,217
-10% -$122K 0.01% 728
2023
Q3 		$1.27M Sell
23,071
-1,800
-7% -$92.7K 0.01% 656
2023
Q2 		$1.18M Sell
24,871
-1,749
-7% -$87.9K 0.01% 650
2023
Q1 		$1.43M Sell
26,620
-184
-0.7% -$9.63K 0.01% 554
2022
Q4 		$1.26M Buy
26,804
+1,307
+5% +$59.9K 0.01% 545
2022
Q3 		$1.06M Sell
25,497
-593
-2% -$27.3K 0.01% 547
2022
Q2 		$1.23M Sell
26,090
-1,134
-4% -$52.1K 0.01% 515
2022
Q1 		$1.26M Sell
27,224
-4,182
-13% -$204K 0.01% 507
2021
Q4 		$1.69M Buy
+31,406
New +$1.65M 0.01% 472
2021
Q2 		$1.93M Hold
34,425
– – 0.02% 434
2021
Q1 		$1.93M Hold
34,425
– – 0.02% 434
2020
Q4 		$1.93M Hold
34,425
– – 0.02% 434
2020
Q3 		$1.93M Hold
34,425
– – 0.02% 434
2020
Q2 		$1.93M Hold
34,425
– – 0.02% 434
2020
Q1 		$1.93M Hold
34,425
– – 0.02% 434
2019
Q4 		$1.93M Hold
34,425
– – 0.02% 434
2019
Q3 		$1.93M Hold
34,425
– – 0.02% 434
2019
Q2 		$1.93M Hold
34,425
– – 0.02% 434
2019
Q1 		$1.93M Buy
34,425
+34,325
+34,325% +$1.58M 0.02% 434
2018
Q4 		$4K Buy
+100
New +$4.17K ﹤0.01% 1579

Other funds holding BRC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Brady Corp (BRC) stake by 3% in Q1 2026, buying an estimated $32.2K and bringing the position to 12,810 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

Carson Wealth (CWM LLC) first reported a position in BRC in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.93M in Q2 2021. 317 funds tracked by Wall St. Rank hold BRC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,810 shares of Brady Corp worth $1.04M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 370 Brady Corp shares in Q1 2026, an estimated $32.2K.
  • Brady Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1515 holding.
  • Carson Wealth (CWM LLC) first reported a position in Brady Corp in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Brady Corp position peaked at $1.93M in Q2 2021.
  • 317 funds tracked by Wall St. Rank held Brady Corp as of Q1 2026.

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