Carson Wealth (CWM LLC)
BYD icon

Carson Wealth (CWM LLC)’s Boyd Gaming BYD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BYD Stock Details BYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$169K Buy
2,062
+3
+0.1% +$252 ﹤0.01% 2865
2025
Q4 		$175K Sell
2,059
-2
-0.1% -$165 ﹤0.01% 2674
2025
Q3 		$178K Buy
2,061
+8
+0.4% +$672 ﹤0.01% 2534
2025
Q2 		$161K Buy
2,053
+34
+2% +$2.43K ﹤0.01% 2359
2025
Q1 		$133K Sell
2,019
-356
-15% -$26.1K ﹤0.01% 2185
2024
Q4 		$172K Sell
2,375
-6
-0.3% -$421 ﹤0.01% 1927
2024
Q3 		$154K Buy
2,381
+10
+0.4% +$590 ﹤0.01% 1904
2024
Q2 		$131K Sell
2,371
-967
-29% -$55.2K ﹤0.01% 1813
2024
Q1 		$225K Buy
3,338
+1,391
+71% +$88.7K ﹤0.01% 1458
2023
Q4 		$122K Sell
1,947
-45
-2% -$2.67K ﹤0.01% 1634
2023
Q3 		$121K Sell
1,992
-120
-6% -$7.99K ﹤0.01% 1532
2023
Q2 		$147K Sell
2,112
-645
-23% -$43.3K ﹤0.01% 1379
2023
Q1 		$177K Buy
2,757
+139
+5% +$8.61K ﹤0.01% 1237
2022
Q4 		$143K Buy
2,618
+128
+5% +$7.21K ﹤0.01% 1232
2022
Q3 		$119K Buy
2,490
+56
+2% +$3K ﹤0.01% 1267
2022
Q2 		$121K Sell
2,434
-783
-24% -$45.3K ﹤0.01% 1238
2022
Q1 		$212K Sell
3,217
-338
-10% -$22K ﹤0.01% 1014
2021
Q4 		$233K Buy
+3,555
New +$226K ﹤0.01% 960
2021
Q2 		$225K Hold
3,654
– – ﹤0.01% 863
2021
Q1 		$225K Hold
3,654
– – ﹤0.01% 863
2020
Q4 		$225K Hold
3,654
– – ﹤0.01% 863
2020
Q3 		$225K Hold
3,654
– – ﹤0.01% 863
2020
Q2 		$225K Hold
3,654
– – ﹤0.01% 863
2020
Q1 		$225K Hold
3,654
– – ﹤0.01% 863
2019
Q4 		$225K Hold
3,654
– – ﹤0.01% 863
2019
Q3 		$225K Hold
3,654
– – ﹤0.01% 863
2019
Q2 		$225K Hold
3,654
– – ﹤0.01% 863
2019
Q1 		$225K Buy
3,654
+3,613
+8,812% +$98.7K ﹤0.01% 863
2018
Q4 		$1K Buy
+41
New +$1.08K ﹤0.01% 1850

Other funds holding BYD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Boyd Gaming (BYD) stake by 0.15% in Q1 2026, buying an estimated $252 and bringing the position to 2,062 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #2865.

Carson Wealth (CWM LLC) first reported a position in BYD in Q4 2018 and has held it in 29 quarters since. The position peaked at $233K in Q4 2021. 411 funds tracked by Wall St. Rank hold BYD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,062 shares of Boyd Gaming worth $169K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3 Boyd Gaming shares in Q1 2026, an estimated $252.
  • Boyd Gaming made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2865 holding.
  • Carson Wealth (CWM LLC) first reported a position in Boyd Gaming in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Boyd Gaming position peaked at $233K in Q4 2021.
  • 411 funds tracked by Wall St. Rank held Boyd Gaming as of Q1 2026.

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