Carson Wealth (CWM LLC)
BW icon

Carson Wealth (CWM LLC)’s Babcock & Wilcox BW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BW Stock Details BW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$147 Hold
10
– – ﹤0.01% 5553
2025
Q4 		$0 Hold
10
– – ﹤0.01% 5392
2025
Q3 		$0 Hold
10
– – ﹤0.01% 5284
2025
Q2 		$0 Hold
10
– – ﹤0.01% 5127
2025
Q1 		$0 Hold
10
– – ﹤0.01% 5060
2024
Q4 		$0 Hold
10
– – ﹤0.01% 4918
2024
Q3 		$0 Sell
10
-5,101
-100% -$7.24K ﹤0.01% 4847
2024
Q2 		$7K Buy
5,111
+3,485
+214% +$4.19K ﹤0.01% 3700
2024
Q1 		$2K Buy
1,626
+1,473
+963% +$1.82K ﹤0.01% 3941
2023
Q4 		$0 Sell
153
-267
-64% -$569 ﹤0.01% 4157
2023
Q3 		$2K Buy
420
+385
+1,100% +$2.01K ﹤0.01% 3758
2023
Q2 		$0 Hold
35
– – ﹤0.01% 4188
2023
Q1 		$0 Hold
35
– – ﹤0.01% 4065
2022
Q4 		$0 Buy
35
+25
+250% +$137 ﹤0.01% 3980
2022
Q3 		$0 Hold
10
– – ﹤0.01% 3921
2022
Q2 		$0 Hold
10
– – ﹤0.01% 3795
2022
Q1 		$0 Hold
10
– – ﹤0.01% 3540
2021
Q4 		$0 Buy
+10
New +$80 ﹤0.01% 3499
2021
Q2 		$0 Hold
10
– – ﹤0.01% 2937
2021
Q1 		$0 Hold
10
– – ﹤0.01% 2937
2020
Q4 		$0 Hold
10
– – ﹤0.01% 2937
2020
Q3 		$0 Hold
10
– – ﹤0.01% 2937
2020
Q2 		$0 Hold
10
– – ﹤0.01% 2937
2020
Q1 		$0 Hold
10
– – ﹤0.01% 2937
2019
Q4 		$0 Hold
10
– – ﹤0.01% 2936
2019
Q3 		$0 Buy
10
+9
+900% +$34 ﹤0.01% 2936
2019
Q2 		$0 Hold
1
– – ﹤0.01% 2936
2019
Q1 		$0 Buy
+1
New +$5 ﹤0.01% 2957

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Babcock & Wilcox (BW) position steady in Q1 2026 at 10 shares worth $147. The position accounts for ﹤0.01% of the portfolio, ranked #5553.

Carson Wealth (CWM LLC) first reported a position in BW in Q1 2019 and has held it in 28 quarters since. The position peaked at $7K in Q2 2024. 151 funds tracked by Wall St. Rank hold BW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10 shares of Babcock & Wilcox worth $147 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Babcock & Wilcox share count unchanged in Q1 2026.
  • Babcock & Wilcox made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5553 holding.
  • Carson Wealth (CWM LLC) first reported a position in Babcock & Wilcox in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Babcock & Wilcox position peaked at $7K in Q2 2024.
  • 151 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q1 2026.

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