Carson Wealth (CWM LLC)
BXC icon

Carson Wealth (CWM LLC)’s BlueLinx BXC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BXC Stock Details BXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.7K Buy
363
+289
+391% +$19K ﹤0.01% 4428
2025
Q4 		$5K Buy
74
+15
+25% +$968 ﹤0.01% 4798
2025
Q3 		$4K Buy
59
+3
+5% +$236 ﹤0.01% 4794
2025
Q2 		$4K Sell
56
-640
-92% -$44.7K ﹤0.01% 4661
2025
Q1 		$52K Buy
696
+335
+93% +$31.1K ﹤0.01% 2950
2024
Q4 		$37K Sell
361
-5
-1% -$573 ﹤0.01% 3001
2024
Q3 		$39K Buy
366
+101
+38% +$10.3K ﹤0.01% 2879
2024
Q2 		$25K Buy
265
+97
+58% +$10.3K ﹤0.01% 2960
2024
Q1 		$22K Buy
168
+130
+342% +$15.3K ﹤0.01% 2818
2023
Q4 		$4K Sell
38
-26
-41% -$2.25K ﹤0.01% 3574
2023
Q3 		$5K Buy
64
+62
+3,100% +$5.45K ﹤0.01% 3429
2023
Q2 		$0 Hold
2
– – ﹤0.01% 4189
2023
Q1 		$0 Hold
2
– – ﹤0.01% 4067
2022
Q4 		$0 Hold
2
– – ﹤0.01% 3981
2022
Q3 		$0 Hold
2
– – ﹤0.01% 3922
2022
Q2 		$0 Buy
+2
New +$150 ﹤0.01% 3796

Other funds holding BXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its BlueLinx (BXC) stake by 391% in Q1 2026, buying an estimated $19K and bringing the position to 363 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4428.

Carson Wealth (CWM LLC) first reported a position in BXC in Q2 2022 and has held it in 16 quarters since. The position peaked at $52K in Q1 2025. 145 funds tracked by Wall St. Rank hold BXC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 363 shares of BlueLinx worth $19.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 289 BlueLinx shares in Q1 2026, an estimated $19K.
  • BlueLinx made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4428 holding.
  • Carson Wealth (CWM LLC) first reported a position in BlueLinx in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s BlueLinx position peaked at $52K in Q1 2025.
  • 145 funds tracked by Wall St. Rank held BlueLinx as of Q1 2026.

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