Carson Wealth (CWM LLC)
IBP icon

Carson Wealth (CWM LLC)’s Installed Building Products IBP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBP Stock Details IBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$164K Buy
619
+66
+12% +$19.8K ﹤0.01% 2890
2025
Q4 		$143K Buy
553
+60
+12% +$15.5K ﹤0.01% 2816
2025
Q3 		$122K Buy
493
+23
+5% +$5.46K ﹤0.01% 2822
2025
Q2 		$85K Sell
470
-118
-20% -$19.6K ﹤0.01% 2857
2025
Q1 		$101K Buy
588
+377
+179% +$68K ﹤0.01% 2419
2024
Q4 		$37K Sell
211
-35
-14% -$7.61K ﹤0.01% 3008
2024
Q3 		$61K Sell
246
-9
-4% -$2.04K ﹤0.01% 2548
2024
Q2 		$52K Buy
255
+62
+32% +$14K ﹤0.01% 2452
2024
Q1 		$50K Sell
193
-70
-27% -$15K ﹤0.01% 2296
2023
Q4 		$48K Sell
263
-90
-25% -$12.6K ﹤0.01% 2206
2023
Q3 		$44K Buy
353
+7
+2% +$989 ﹤0.01% 2140
2023
Q2 		$48K Buy
346
+40
+13% +$4.71K ﹤0.01% 2023
2023
Q1 		$35K Buy
306
+19
+7% +$2.05K ﹤0.01% 2108
2022
Q4 		$25K Buy
287
+68
+31% +$5.73K ﹤0.01% 2203
2022
Q3 		$18K Buy
219
+55
+34% +$5.09K ﹤0.01% 2291
2022
Q2 		$14K Buy
164
+48
+41% +$4.1K ﹤0.01% 2363
2022
Q1 		$10K Buy
116
+102
+729% +$10.8K ﹤0.01% 2474
2021
Q4 		$2K Buy
+14
New +$1.79K ﹤0.01% 3128

Other funds holding IBP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Installed Building Products (IBP) stake by 12% in Q1 2026, buying an estimated $19.8K and bringing the position to 619 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #2890.

Carson Wealth (CWM LLC) first reported a position in IBP in Q4 2021 and has held it in 18 quarters since. 451 funds tracked by Wall St. Rank hold IBP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 619 shares of Installed Building Products worth $164K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 66 Installed Building Products shares in Q1 2026, an estimated $19.8K.
  • Installed Building Products made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2890 holding.
  • Carson Wealth (CWM LLC) first reported a position in Installed Building Products in Q4 2021 and has held it in 18 quarters since.
  • 451 funds tracked by Wall St. Rank held Installed Building Products as of Q1 2026.

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