Carson Wealth (CWM LLC)
BSM icon

Carson Wealth (CWM LLC)’s Black Stone Minerals BSM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BSM Stock Details BSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.8K Hold
450
– – ﹤0.01% 4929
2025
Q4 		$6K Hold
450
– – ﹤0.01% 4735
2025
Q3 		$6K Sell
450
-88
-16% -$1.11K ﹤0.01% 4661
2025
Q2 		$7K Hold
538
– – ﹤0.01% 4431
2025
Q1 		$8K Buy
538
+374
+228% +$5.62K ﹤0.01% 4199
2024
Q4 		$2K Buy
+164
New +$2.44K ﹤0.01% 4506
2024
Q3 		– Sell
-2,462
Closed -$39K – 4841
2024
Q2 		$39K Sell
2,462
-130
-5% -$2.08K ﹤0.01% 2630
2024
Q1 		$41K Buy
2,592
+492
+23% +$7.79K ﹤0.01% 2424
2023
Q4 		$34K Hold
2,100
– – ﹤0.01% 2410
2023
Q3 		$36K Hold
2,100
– – ﹤0.01% 2280
2023
Q2 		$33K Hold
2,100
– – ﹤0.01% 2286
2023
Q1 		$33K Buy
+2,100
New +$32.9K ﹤0.01% 2142

Other funds holding BSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WMRU
William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LCAM
Long Corridor Asset Management Hong Kong $331M AUM 10.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Black Stone Minerals (BSM) position steady in Q1 2026 at 450 shares worth $6.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4929.

Carson Wealth (CWM LLC) first reported a position in BSM in Q1 2023 and has held it in 12 quarters since. The position peaked at $41K in Q1 2024. 192 funds tracked by Wall St. Rank hold BSM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 450 shares of Black Stone Minerals worth $6.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Black Stone Minerals share count unchanged in Q1 2026.
  • Black Stone Minerals made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4929 holding.
  • Carson Wealth (CWM LLC) first reported a position in Black Stone Minerals in Q1 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Black Stone Minerals position peaked at $41K in Q1 2024.
  • 192 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2026.

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