Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Janus International JBI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JBI Stock Details JBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$60.6K Buy
11,762
+9,117
+345% +$59K ﹤0.01% 3667
2025
Q4 		$17K Sell
2,645
-10,951
-81% -$85.3K ﹤0.01% 4261
2025
Q3 		$134K Sell
13,596
-875
-6% -$8.44K ﹤0.01% 2751
2025
Q2 		$118K Buy
14,471
+3,459
+31% +$26.4K ﹤0.01% 2579
2025
Q1 		$79K Buy
11,012
+9,371
+571% +$74.4K ﹤0.01% 2615
2024
Q4 		$12K Buy
1,641
+892
+119% +$7.36K ﹤0.01% 3764
2024
Q3 		$8K Sell
749
-261
-26% -$3.04K ﹤0.01% 3889
2024
Q2 		$13K Buy
1,010
+273
+37% +$3.81K ﹤0.01% 3390
2024
Q1 		$11K Buy
737
+416
+130% +$6.05K ﹤0.01% 3281
2023
Q4 		$4K Hold
321
– – ﹤0.01% 3607
2023
Q3 		$3K Sell
321
-253
-44% -$2.79K ﹤0.01% 3676
2023
Q2 		$6K Buy
574
+108
+23% +$1.01K ﹤0.01% 3357
2023
Q1 		$5K Sell
466
-293
-39% -$3.05K ﹤0.01% 3299
2022
Q4 		$7K Buy
+759
New +$7.32K ﹤0.01% 3006

Other funds holding JBI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Janus International (JBI) stake by 345% in Q1 2026, buying an estimated $59K and bringing the position to 11,762 shares worth $60.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3667.

Carson Wealth (CWM LLC) first reported a position in JBI in Q4 2022 and has held it in 14 quarters since. The position peaked at $134K in Q3 2025. 204 funds tracked by Wall St. Rank hold JBI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,762 shares of Janus International worth $60.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,117 Janus International shares in Q1 2026, an estimated $59K.
  • Janus International made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3667 holding.
  • Carson Wealth (CWM LLC) first reported a position in Janus International in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s Janus International position peaked at $134K in Q3 2025.
  • 204 funds tracked by Wall St. Rank held Janus International as of Q1 2026.

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