Carson Wealth (CWM LLC)
FBCV icon

Carson Wealth (CWM LLC)’s Fidelity Blue Chip Value ETF FBCV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FBCV Stock Details FBCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.04M Buy
28,784
+2,223
+8% +$81.9K ﹤0.01% 1519
2025
Q4 		$947K Sell
26,561
-576
-2% -$20.1K ﹤0.01% 1527
2025
Q3 		$925K Buy
27,137
+6,752
+33% +$226K ﹤0.01% 1455
2025
Q2 		$667K Sell
20,385
-243
-1% -$7.68K ﹤0.01% 1462
2025
Q1 		$660K Buy
20,628
+11,115
+117% +$356K ﹤0.01% 1347
2024
Q4 		$301K Buy
9,513
+3,333
+54% +$109K ﹤0.01% 1587
2024
Q3 		$202K Buy
6,180
+2,590
+72% +$81.3K ﹤0.01% 1747
2024
Q2 		$108K Buy
3,590
+372
+12% +$11.3K ﹤0.01% 1923
2024
Q1 		$100K Buy
+3,218
New +$95.4K ﹤0.01% 1884

Other funds holding FBCV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Fidelity Blue Chip Value ETF (FBCV) stake by 8.4% in Q1 2026, buying an estimated $81.9K and bringing the position to 28,784 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Carson Wealth (CWM LLC) first reported a position in FBCV in Q1 2024 and has held it in 9 quarters since. 43 funds tracked by Wall St. Rank hold FBCV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 28,784 shares of Fidelity Blue Chip Value ETF worth $1.04M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,223 Fidelity Blue Chip Value ETF shares in Q1 2026, an estimated $81.9K.
  • Fidelity Blue Chip Value ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1519 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity Blue Chip Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 43 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q1 2026.

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