Carson Wealth (CWM LLC)’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.4M | Buy |
41,307
+35,520
| +614% | +$10.9M | 0.04% | 448 |
|
|
2025
Q4 | $1.67M | Buy |
5,787
+3,607
| +165% | +$979K | ﹤0.01% | 1227 |
|
|
2025
Q3 | $555K | Sell |
2,180
-60
| -3% | -$16.3K | ﹤0.01% | 1731 |
|
|
2025
Q2 | $521K | Sell |
2,240
-1,028
| -31% | -$244K | ﹤0.01% | 1569 |
|
|
2025
Q1 | $779K | Sell |
3,268
-533
| -14% | -$138K | ﹤0.01% | 1277 |
|
|
2024
Q4 | $1.08M | Sell |
3,801
-1,465
| -28% | -$396K | ﹤0.01% | 1036 |
|
|
2024
Q3 | $1.39M | Buy |
5,266
+2,566
| +95% | +$664K | 0.01% | 856 |
|
|
2024
Q2 | $648K | Buy |
2,700
+1,281
| +90% | +$264K | ﹤0.01% | 1094 |
|
|
2024
Q1 | $329K | Buy |
1,419
+73
| +5% | +$14.9K | ﹤0.01% | 1294 |
|
|
2023
Q4 | $262K | Buy |
1,346
+128
| +11% | +$19.1K | ﹤0.01% | 1301 |
|
|
2023
Q3 | $165K | Buy |
1,218
+33
| +3% | +$5.29K | ﹤0.01% | 1388 |
|
|
2023
Q2 | $187K | Buy |
1,185
+112
| +10% | +$19.2K | ﹤0.01% | 1278 |
|
|
2023
Q1 | $217K | Buy |
1,073
+733
| +216% | +$160K | ﹤0.01% | 1165 |
|
|
2022
Q4 | $69K | Sell |
340
-110
| -24% | -$17.6K | ﹤0.01% | 1551 |
|
|
2022
Q3 | $50K | Buy |
450
+164
| +57% | +$23.9K | ﹤0.01% | 1651 |
|
|
2022
Q2 | $39K | Sell |
286
-40
| -12% | -$7.24K | ﹤0.01% | 1739 |
|
|
2022
Q1 | $59K | Buy |
326
+153
| +88% | +$33.5K | ﹤0.01% | 1532 |
|
|
2021
Q4 | $50K | Buy |
+173
| New | +$48.6K | ﹤0.01% | 1562 |
|
|
2021
Q2 | $47K | Hold |
145
| – | – | ﹤0.01% | 1422 |
|
|
2021
Q1 | $47K | Hold |
145
| – | – | ﹤0.01% | 1422 |
|
|
2020
Q4 | $47K | Hold |
145
| – | – | ﹤0.01% | 1422 |
|
|
2020
Q3 | $47K | Hold |
145
| – | – | ﹤0.01% | 1422 |
|
|
2020
Q2 | $47K | Hold |
145
| – | – | ﹤0.01% | 1422 |
|
|
2020
Q1 | $47K | Hold |
145
| – | – | ﹤0.01% | 1422 |
|
|
2019
Q4 | $47K | Hold |
145
| – | – | ﹤0.01% | 1422 |
|
|
2019
Q3 | $47K | Hold |
145
| – | – | ﹤0.01% | 1422 |
|
|
2019
Q2 | $47K | Hold |
145
| – | – | ﹤0.01% | 1422 |
|
|
2019
Q1 | $47K | Buy |
145
+52
| +56% | +$8.38K | ﹤0.01% | 1422 |
|
|
2018
Q4 | $15K | Buy |
93
+24
| +35% | +$3.88K | ﹤0.01% | 1215 |
|
|
2018
Q3 | $11K | Buy |
69
+27
| +64% | +$4.31K | ﹤0.01% | 1124 |
|
|
2018
Q2 | $6K | Hold |
42
| – | – | ﹤0.01% | 1136 |
|
|
2018
Q1 | $6K | Sell |
42
-36
| -46% | -$4.45K | ﹤0.01% | 960 |
|
|
2017
Q4 | $10K | Hold |
78
| – | – | ﹤0.01% | 880 |
|
|
2017
Q3 | $7K | Buy |
78
+3
| +4% | +$263 | ﹤0.01% | 982 |
|
|
2017
Q2 | $7K | Buy |
75
+59
| +369% | +$5.67K | ﹤0.01% | 830 |
|
|
2017
Q1 | $2K | Buy |
+16
| New | +$1.42K | ﹤0.01% | 969 |
|
Other funds holding BURL
VPM
VCM
Carson Wealth (CWM LLC)'s BURL Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Burlington (BURL) stake by 614% in Q1 2026, buying an estimated $10.9M and bringing the position to 41,307 shares worth $13.4M. The position accounts for 0.04% of the portfolio, ranked #448.
Carson Wealth (CWM LLC) first reported a position in BURL in Q1 2017 and has held it in 36 quarters since. 626 funds tracked by Wall St. Rank hold BURL as of Q1 2026.
- Carson Wealth (CWM LLC) held 41,307 shares of Burlington worth $13.4M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 35,520 Burlington shares in Q1 2026, an estimated $10.9M.
- Burlington made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #448 holding.
- Carson Wealth (CWM LLC) first reported a position in Burlington in Q1 2017 and has held it in 36 quarters since.
- 626 funds tracked by Wall St. Rank held Burlington as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.