Carson Wealth (CWM LLC)’s Hamilton Beach Brands HBB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HBB Stock Details HBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.04M	Buy	54,659 +202	+0.4%	+$3.69K	﹤0.01%	1518
2025 Q4	$896K	Buy	54,457 +99	+0.2%	+$1.5K	﹤0.01%	1558
2025 Q3	$781K	Buy	54,358 +16	+0%	+$250	﹤0.01%	1540
2025 Q2	$972K	Buy	54,342 +9	+0%	+$160	﹤0.01%	1251
2025 Q1	$1.06M	Sell	54,333 -677	-1%	-$12.2K	﹤0.01%	1095
2024 Q4	$926K	Buy	55,010 +32,619	+146%	+$754K	﹤0.01%	1125
2024 Q3	$681K	Buy	22,391 +31	+0.1%	+$757	﹤0.01%	1196
2024 Q2	$384K	Buy	22,360 +4	+0%	+$81	﹤0.01%	1291
2024 Q1	$545K	Buy	+22,356	New	+$433K	﹤0.01%	1100
2019 Q1	–	Sell	-30	Closed	-$1K	–	3080
2018 Q4	$1K	Hold	30	–	–	﹤0.01%	1901
2018 Q3	$1K	Buy	+30	New	+$761	﹤0.01%	1671

Other funds holding HBB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Hamilton Beach Brands (HBB) stake by 0.37% in Q1 2026, buying an estimated $3.69K and bringing the position to 54,659 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Carson Wealth (CWM LLC) first reported a position in HBB in Q3 2018 and has held it in 11 quarters since. The position peaked at $1.06M in Q1 2025. 77 funds tracked by Wall St. Rank hold HBB as of Q1 2026.

Carson Wealth (CWM LLC) held 54,659 shares of Hamilton Beach Brands worth $1.04M as of Q1 2026.
Carson Wealth (CWM LLC) bought 202 Hamilton Beach Brands shares in Q1 2026, an estimated $3.69K.
Hamilton Beach Brands made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1518 holding.
Carson Wealth (CWM LLC) first reported a position in Hamilton Beach Brands in Q3 2018 and has held it in 11 quarters since.
Carson Wealth (CWM LLC)'s Hamilton Beach Brands position peaked at $1.06M in Q1 2025.
77 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q1 2026.

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