Carson Wealth (CWM LLC)’s KBR KBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $152K | Sell |
4,125
-5,088
| -55% | -$209K | ﹤0.01% | 2950 |
|
|
2025
Q4 | $370K | Sell |
9,213
-1,419
| -13% | -$60.8K | ﹤0.01% | 2117 |
|
|
2025
Q3 | $503K | Buy |
10,632
+3,885
| +58% | +$188K | ﹤0.01% | 1796 |
|
|
2025
Q2 | $323K | Buy |
6,747
+4,434
| +192% | +$230K | ﹤0.01% | 1810 |
|
|
2025
Q1 | $115K | Sell |
2,313
-2,173
| -48% | -$116K | ﹤0.01% | 2315 |
|
|
2024
Q4 | $260K | Sell |
4,486
-618
| -12% | -$39.4K | ﹤0.01% | 1675 |
|
|
2024
Q3 | $332K | Buy |
5,104
+4,287
| +525% | +$279K | ﹤0.01% | 1486 |
|
|
2024
Q2 | $52K | Buy |
817
+231
| +39% | +$14.9K | ﹤0.01% | 2455 |
|
|
2024
Q1 | $37K | Sell |
586
-40
| -6% | -$2.28K | ﹤0.01% | 2501 |
|
|
2023
Q4 | $35K | Sell |
626
-188
| -23% | -$10.4K | ﹤0.01% | 2395 |
|
|
2023
Q3 | $48K | Buy |
814
+433
| +114% | +$26.7K | ﹤0.01% | 2091 |
|
|
2023
Q2 | $25K | Sell |
381
-12
| -3% | -$716 | ﹤0.01% | 2484 |
|
|
2023
Q1 | $22K | Buy |
393
+8
| +2% | +$419 | ﹤0.01% | 2432 |
|
|
2022
Q4 | $20K | Sell |
385
-8
| -2% | -$398 | ﹤0.01% | 2366 |
|
|
2022
Q3 | $17K | Buy |
393
+245
| +166% | +$12.1K | ﹤0.01% | 2332 |
|
|
2022
Q2 | $7K | Buy |
148
+39
| +36% | +$1.93K | ﹤0.01% | 2805 |
|
|
2022
Q1 | $6K | Sell |
109
-49
| -31% | -$2.38K | ﹤0.01% | 2758 |
|
|
2021
Q4 | $8K | Buy |
+158
| New | +$6.98K | ﹤0.01% | 2479 |
|
|
2021
Q2 | $3K | Hold |
90
| – | – | ﹤0.01% | 2533 |
|
|
2021
Q1 | $3K | Hold |
90
| – | – | ﹤0.01% | 2533 |
|
|
2020
Q4 | $3K | Hold |
90
| – | – | ﹤0.01% | 2533 |
|
|
2020
Q3 | $3K | Hold |
90
| – | – | ﹤0.01% | 2533 |
|
|
2020
Q2 | $3K | Hold |
90
| – | – | ﹤0.01% | 2532 |
|
|
2020
Q1 | $3K | Hold |
90
| – | – | ﹤0.01% | 2531 |
|
|
2019
Q4 | $3K | Hold |
90
| – | – | ﹤0.01% | 2530 |
|
|
2019
Q3 | $3K | Hold |
90
| – | – | ﹤0.01% | 2530 |
|
|
2019
Q2 | $3K | Hold |
90
| – | – | ﹤0.01% | 2530 |
|
|
2019
Q1 | $3K | Buy |
+90
| New | +$1.63K | ﹤0.01% | 2530 |
|
|
2017
Q3 | – | Sell |
-4
| Closed | – | – | 1518 |
|
|
2017
Q2 | $0 | Buy |
+4
| New | +$59 | ﹤0.01% | 1251 |
|
|
2017
Q1 | – | Sell |
-116
| Closed | -$2K | – | 1239 |
|
|
2016
Q4 | $2K | Buy |
+116
| New | +$1.85K | ﹤0.01% | 990 |
|
Other funds holding KBR
Carson Wealth (CWM LLC)'s KBR Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its KBR (KBR) stake by 55% in Q1 2026, selling an estimated $209K and leaving 4,125 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #2950.
Carson Wealth (CWM LLC) first reported a position in KBR in Q4 2016 and has held it in 30 quarters since. The position peaked at $503K in Q3 2025. 373 funds tracked by Wall St. Rank hold KBR as of Q1 2026.
- Carson Wealth (CWM LLC) held 4,125 shares of KBR worth $152K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 5,088 KBR shares in Q1 2026, an estimated $209K.
- KBR made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2950 holding.
- Carson Wealth (CWM LLC) first reported a position in KBR in Q4 2016 and has held it in 30 quarters since.
- Carson Wealth (CWM LLC)'s KBR position peaked at $503K in Q3 2025.
- 373 funds tracked by Wall St. Rank held KBR as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.