Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s First Community Bankshares FCBC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FCBC Stock Details FCBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$93.5K Sell
2,252
-467
-17% -$17.8K ﹤0.01% 3333
2025
Q4 		$92K Buy
2,719
+209
+8% +$6.98K ﹤0.01% 3125
2025
Q3 		$87K Buy
2,510
+2,242
+837% +$84.8K ﹤0.01% 3094
2025
Q2 		$10K Buy
268
+33
+14% +$1.26K ﹤0.01% 4287
2025
Q1 		$9K Buy
235
+58
+33% +$2.36K ﹤0.01% 4153
2024
Q4 		$7K Buy
177
+51
+40% +$2.25K ﹤0.01% 4043
2024
Q3 		$5K Buy
126
+66
+110% +$2.75K ﹤0.01% 4094
2024
Q2 		$2K Buy
60
+47
+362% +$1.59K ﹤0.01% 4200
2024
Q1 		$0 Buy
13
+8
+160% +$272 ﹤0.01% 4446
2023
Q4 		$0 Hold
5
– – ﹤0.01% 4246
2023
Q3 		$0 Hold
5
– – ﹤0.01% 4278
2023
Q2 		$0 Sell
5
-10
-67% -$263 ﹤0.01% 4251
2023
Q1 		$0 Sell
15
-178
-92% -$5.48K ﹤0.01% 4140
2022
Q4 		$7K Buy
193
+39
+25% +$1.39K ﹤0.01% 2995
2022
Q3 		$5K Buy
154
+75
+95% +$2.37K ﹤0.01% 3059
2022
Q2 		$2K Sell
79
-196
-71% -$5.47K ﹤0.01% 3327
2022
Q1 		$8K Buy
275
+229
+498% +$7.02K ﹤0.01% 2612
2021
Q4 		$2K Buy
+46
New +$1.53K ﹤0.01% 3118

Other funds holding FCBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its First Community Bankshares (FCBC) stake by 17% in Q1 2026, selling an estimated $17.8K and leaving 2,252 shares worth $93.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3333.

Carson Wealth (CWM LLC) first reported a position in FCBC in Q4 2021 and has held it in 18 quarters since. 134 funds tracked by Wall St. Rank hold FCBC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,252 shares of First Community Bankshares worth $93.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 467 First Community Bankshares shares in Q1 2026, an estimated $17.8K.
  • First Community Bankshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3333 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Community Bankshares in Q4 2021 and has held it in 18 quarters since.
  • 134 funds tracked by Wall St. Rank held First Community Bankshares as of Q1 2026.

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