Carson Wealth (CWM LLC)’s Boston Properties BXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $317K | Sell |
6,105
-6,991
| -53% | -$421K | ﹤0.01% | 2348 |
|
|
2025
Q4 | $884K | Buy |
13,096
+131
| +1% | +$9.31K | ﹤0.01% | 1566 |
|
|
2025
Q3 | $964K | Buy |
12,965
+5,752
| +80% | +$406K | ﹤0.01% | 1430 |
|
|
2025
Q2 | $487K | Buy |
7,213
+355
| +5% | +$23.6K | ﹤0.01% | 1603 |
|
|
2025
Q1 | $461K | Sell |
6,858
-642
| -9% | -$45K | ﹤0.01% | 1480 |
|
|
2024
Q4 | $558K | Sell |
7,500
-214
| -3% | -$17.4K | ﹤0.01% | 1337 |
|
|
2024
Q3 | $621K | Buy |
7,714
+430
| +6% | +$30.8K | ﹤0.01% | 1237 |
|
|
2024
Q2 | $448K | Buy |
7,284
+965
| +15% | +$59K | ﹤0.01% | 1230 |
|
|
2024
Q1 | $413K | Buy |
6,319
+119
| +2% | +$7.88K | ﹤0.01% | 1202 |
|
|
2023
Q4 | $435K | Buy |
6,200
+862
| +16% | +$50.9K | ﹤0.01% | 1113 |
|
|
2023
Q3 | $318K | Buy |
5,338
+163
| +3% | +$10.4K | ﹤0.01% | 1136 |
|
|
2023
Q2 | $298K | Buy |
5,175
+2,527
| +95% | +$131K | ﹤0.01% | 1111 |
|
|
2023
Q1 | $143K | Buy |
2,648
+1,374
| +108% | +$89.7K | ﹤0.01% | 1335 |
|
|
2022
Q4 | $86K | Buy |
1,274
+205
| +19% | +$14.5K | ﹤0.01% | 1442 |
|
|
2022
Q3 | $80K | Sell |
1,069
-904
| -46% | -$76.8K | ﹤0.01% | 1436 |
|
|
2022
Q2 | $176K | Buy |
1,973
+580
| +42% | +$64.2K | ﹤0.01% | 1089 |
|
|
2022
Q1 | $179K | Buy |
1,393
+537
| +63% | +$65.1K | ﹤0.01% | 1081 |
|
|
2021
Q4 | $99K | Buy |
+856
| New | +$98.5K | ﹤0.01% | 1295 |
|
|
2021
Q2 | $63K | Hold |
547
| – | – | ﹤0.01% | 1302 |
|
|
2021
Q1 | $63K | Hold |
547
| – | – | ﹤0.01% | 1302 |
|
|
2020
Q4 | $63K | Hold |
547
| – | – | ﹤0.01% | 1302 |
|
|
2020
Q3 | $63K | Hold |
547
| – | – | ﹤0.01% | 1302 |
|
|
2020
Q2 | $63K | Hold |
547
| – | – | ﹤0.01% | 1302 |
|
|
2020
Q1 | $63K | Hold |
547
| – | – | ﹤0.01% | 1302 |
|
|
2019
Q4 | $63K | Hold |
547
| – | – | ﹤0.01% | 1302 |
|
|
2019
Q3 | $63K | Hold |
547
| – | – | ﹤0.01% | 1302 |
|
|
2019
Q2 | $63K | Hold |
547
| – | – | ﹤0.01% | 1302 |
|
|
2019
Q1 | $63K | Buy |
+547
| New | +$70.3K | ﹤0.01% | 1302 |
|
|
2018
Q1 | – | Sell |
-139
| Closed | -$18K | – | 1418 |
|
|
2017
Q4 | $18K | Sell |
139
-21
| -13% | -$2.63K | ﹤0.01% | 717 |
|
|
2017
Q3 | $20K | Buy |
160
+157
| +5,233% | +$19K | ﹤0.01% | 704 |
|
|
2017
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1207 |
|
|
2017
Q1 | $0 | Sell |
3
-43
| -93% | -$5.7K | ﹤0.01% | 1184 |
|
|
2016
Q4 | $6K | Buy |
46
+43
| +1,433% | +$5.34K | ﹤0.01% | 812 |
|
|
2016
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 991 |
|
|
2016
Q2 | $0 | Buy |
+3
| New | +$385 | ﹤0.01% | 798 |
|
Other funds holding BXP
AAMU
Carson Wealth (CWM LLC)'s BXP Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Boston Properties (BXP) stake by 53% in Q1 2026, selling an estimated $421K and leaving 6,105 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #2348.
Carson Wealth (CWM LLC) first reported a position in BXP in Q2 2016 and has held it in 35 quarters since. The position peaked at $964K in Q3 2025. 537 funds tracked by Wall St. Rank hold BXP as of Q1 2026.
- Carson Wealth (CWM LLC) held 6,105 shares of Boston Properties worth $317K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 6,991 Boston Properties shares in Q1 2026, an estimated $421K.
- Boston Properties made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2348 holding.
- Carson Wealth (CWM LLC) first reported a position in Boston Properties in Q2 2016 and has held it in 35 quarters since.
- Carson Wealth (CWM LLC)'s Boston Properties position peaked at $964K in Q3 2025.
- 537 funds tracked by Wall St. Rank held Boston Properties as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.