Carson Wealth (CWM LLC)
BWMN icon

Carson Wealth (CWM LLC)’s Bowman Consulting BWMN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BWMN Stock Details BWMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.91K Sell
243
-84
-26% -$2.74K ﹤0.01% 4923
2025
Q4 		$11K Buy
327
+41
+14% +$1.55K ﹤0.01% 4486
2025
Q3 		$12K Buy
286
+102
+55% +$3.82K ﹤0.01% 4385
2025
Q2 		$5K Buy
184
+53
+40% +$1.31K ﹤0.01% 4589
2025
Q1 		$3K Buy
131
+60
+85% +$1.4K ﹤0.01% 4602
2024
Q4 		$2K Buy
71
+46
+184% +$1.12K ﹤0.01% 4507
2024
Q3 		$1K Buy
25
+13
+108% +$360 ﹤0.01% 4530
2024
Q2 		$0 Buy
12
+9
+300% +$285 ﹤0.01% 4608
2024
Q1 		$0 Buy
+3
New +$103 ﹤0.01% 4338

Other funds holding BWMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Bowman Consulting (BWMN) stake by 26% in Q1 2026, selling an estimated $2.74K and leaving 243 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #4923.

Carson Wealth (CWM LLC) first reported a position in BWMN in Q1 2024 and has held it in 9 quarters since. The position peaked at $12K in Q3 2025. 136 funds tracked by Wall St. Rank hold BWMN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 243 shares of Bowman Consulting worth $6.91K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 84 Bowman Consulting shares in Q1 2026, an estimated $2.74K.
  • Bowman Consulting made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4923 holding.
  • Carson Wealth (CWM LLC) first reported a position in Bowman Consulting in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Bowman Consulting position peaked at $12K in Q3 2025.
  • 136 funds tracked by Wall St. Rank held Bowman Consulting as of Q1 2026.

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