Carson Wealth (CWM LLC)
JBGS

Carson Wealth (CWM LLC)’s JBG SMITH JBGS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JBGS Stock Details JBGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.58K Sell
656
-285
-30% -$4.54K ﹤0.01% 4790
2025
Q4 		$16K Sell
941
-353
-27% -$6.67K ﹤0.01% 4297
2025
Q3 		$29K Buy
1,294
+510
+65% +$10.5K ﹤0.01% 3905
2025
Q2 		$14K Buy
784
+71
+10% +$1.16K ﹤0.01% 4118
2025
Q1 		$11K Buy
713
+40
+6% +$608 ﹤0.01% 4058
2024
Q4 		$10K Sell
673
-329
-33% -$5.51K ﹤0.01% 3867
2024
Q3 		$18K Buy
1,002
+129
+15% +$2.19K ﹤0.01% 3433
2024
Q2 		$13K Buy
873
+65
+8% +$963 ﹤0.01% 3389
2024
Q1 		$13K Sell
808
-253
-24% -$4.22K ﹤0.01% 3183
2023
Q4 		$18K Sell
1,061
-369
-26% -$5.37K ﹤0.01% 2836
2023
Q3 		$21K Hold
1,430
– – ﹤0.01% 2656
2023
Q2 		$22K Sell
1,430
-930
-39% -$13.6K ﹤0.01% 2578
2023
Q1 		$36K Buy
2,360
+1,048
+80% +$18.6K ﹤0.01% 2092
2022
Q4 		$25K Buy
1,312
+848
+183% +$16.4K ﹤0.01% 2204
2022
Q3 		$9K Buy
464
+344
+287% +$7.88K ﹤0.01% 2754
2022
Q2 		$3K Buy
120
+20
+20% +$517 ﹤0.01% 3204
2022
Q1 		$3K Buy
100
+54
+117% +$1.52K ﹤0.01% 3042
2021
Q4 		$1K Buy
+46
New +$1.35K ﹤0.01% 3320
2017
Q4 		– Sell
-45
Closed -$2K – 1514
2017
Q3 		$2K Buy
+45
New +$1.52K ﹤0.01% 1292

Other funds holding JBGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its JBG SMITH (JBGS) stake by 30% in Q1 2026, selling an estimated $4.54K and leaving 656 shares worth $9.58K. The position accounts for ﹤0.01% of the portfolio, ranked #4790.

Carson Wealth (CWM LLC) first reported a position in JBGS in Q3 2017 and has held it in 19 quarters since. The position peaked at $36K in Q1 2023. 217 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 656 shares of JBG SMITH worth $9.58K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 285 JBG SMITH shares in Q1 2026, an estimated $4.54K.
  • JBG SMITH made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4790 holding.
  • Carson Wealth (CWM LLC) first reported a position in JBG SMITH in Q3 2017 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s JBG SMITH position peaked at $36K in Q1 2023.
  • 217 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.

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