Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s First Bancorp FBP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FBP Stock Details FBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$140K Buy
6,532
+248
+4% +$5.34K ﹤0.01% 3006
2025
Q4 		$130K Sell
6,284
-599
-9% -$12.3K ﹤0.01% 2878
2025
Q3 		$152K Buy
6,883
+1,568
+30% +$33.9K ﹤0.01% 2661
2025
Q2 		$111K Buy
5,315
+2,567
+93% +$50.5K ﹤0.01% 2615
2025
Q1 		$53K Buy
2,748
+249
+10% +$4.84K ﹤0.01% 2930
2024
Q4 		$46K Sell
2,499
-330
-12% -$6.66K ﹤0.01% 2865
2024
Q3 		$60K Buy
2,829
+1,952
+223% +$39.7K ﹤0.01% 2559
2024
Q2 		$16K Buy
877
+337
+62% +$5.9K ﹤0.01% 3260
2024
Q1 		$9K Sell
540
-267
-33% -$4.43K ﹤0.01% 3388
2023
Q4 		$13K Sell
807
-117
-13% -$1.73K ﹤0.01% 3030
2023
Q3 		$12K Hold
924
– – ﹤0.01% 3036
2023
Q2 		$11K Sell
924
-241
-21% -$2.81K ﹤0.01% 3009
2023
Q1 		$13K Sell
1,165
-1,099
-49% -$14.5K ﹤0.01% 2784
2022
Q4 		$29K Buy
2,264
+131
+6% +$1.91K ﹤0.01% 2103
2022
Q3 		$29K Buy
2,133
+469
+28% +$6.8K ﹤0.01% 1979
2022
Q2 		$21K Buy
1,664
+922
+124% +$12.6K ﹤0.01% 2075
2022
Q1 		$10K Buy
742
+245
+49% +$3.49K ﹤0.01% 2467
2021
Q4 		$7K Buy
+497
New +$6.84K ﹤0.01% 2542

Other funds holding FBP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its First Bancorp (FBP) stake by 3.9% in Q1 2026, buying an estimated $5.34K and bringing the position to 6,532 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #3006.

Carson Wealth (CWM LLC) first reported a position in FBP in Q4 2021 and has held it in 18 quarters since. The position peaked at $152K in Q3 2025. 303 funds tracked by Wall St. Rank hold FBP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,532 shares of First Bancorp worth $140K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 248 First Bancorp shares in Q1 2026, an estimated $5.34K.
  • First Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3006 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Bancorp in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s First Bancorp position peaked at $152K in Q3 2025.
  • 303 funds tracked by Wall St. Rank held First Bancorp as of Q1 2026.

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