Carson Wealth (CWM LLC)
BST icon

Carson Wealth (CWM LLC)’s BlackRock Science and Technology Trust BST Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BST Stock Details BST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$121K Buy
3,332
+10
+0.3% +$396 ﹤0.01% 3099
2025
Q4 		$135K Buy
3,322
+124
+4% +$5.1K ﹤0.01% 2846
2025
Q3 		$132K Sell
3,198
-138
-4% -$5.44K ﹤0.01% 2762
2025
Q2 		$127K Sell
3,336
-87
-3% -$3.04K ﹤0.01% 2518
2025
Q1 		$113K Sell
3,423
-53
-2% -$1.94K ﹤0.01% 2335
2024
Q4 		$127K Sell
3,476
-115
-3% -$4.22K ﹤0.01% 2119
2024
Q3 		$127K Sell
3,591
-98
-3% -$3.46K ﹤0.01% 2038
2024
Q2 		$139K Buy
3,689
+42
+1% +$1.51K ﹤0.01% 1777
2024
Q1 		$135K Sell
3,647
-71
-2% -$2.55K ﹤0.01% 1706
2023
Q4 		$125K Buy
3,718
+1,446
+64% +$47.6K ﹤0.01% 1624
2023
Q3 		$71K Buy
2,272
+59
+3% +$1.96K ﹤0.01% 1855
2023
Q2 		$76K Buy
2,213
+349
+19% +$11.3K ﹤0.01% 1710
2023
Q1 		$60K Buy
1,864
+347
+23% +$11K ﹤0.01% 1762
2022
Q4 		$43K Buy
1,517
+545
+56% +$16.6K ﹤0.01% 1812
2022
Q3 		$29K Buy
972
+224
+30% +$7.76K ﹤0.01% 1977
2022
Q2 		$24K Buy
748
+562
+302% +$20.9K ﹤0.01% 2000
2022
Q1 		$8K Buy
186
+102
+121% +$4.51K ﹤0.01% 2595
2021
Q4 		$4K Buy
+84
New +$4.4K ﹤0.01% 2800

Other funds holding BST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its BlackRock Science and Technology Trust (BST) stake by 0.3% in Q1 2026, buying an estimated $396 and bringing the position to 3,332 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #3099.

Carson Wealth (CWM LLC) first reported a position in BST in Q4 2021 and has held it in 18 quarters since. The position peaked at $139K in Q2 2024. 120 funds tracked by Wall St. Rank hold BST as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,332 shares of BlackRock Science and Technology Trust worth $121K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 10 BlackRock Science and Technology Trust shares in Q1 2026, an estimated $396.
  • BlackRock Science and Technology Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3099 holding.
  • Carson Wealth (CWM LLC) first reported a position in BlackRock Science and Technology Trust in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s BlackRock Science and Technology Trust position peaked at $139K in Q2 2024.
  • 120 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q1 2026.

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