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Precision Wealth Strategies’s Bowman Consulting BWMN Stock Holding History

Precision Wealth Strategies’s Portfolio BWMN Stock Details BWMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,934
Closed -$361K – 163
2025
Q4 		$361K Buy
+10,934
New +$414K 0.12% 142

Other funds holding BWMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Precision Wealth Strategies's BWMN Position: Q1 2026 in Review

Precision Wealth Strategies sold out of Bowman Consulting (BWMN) in Q1 2026, closing a stake of 10,934 shares — an estimated $361K sold.

Precision Wealth Strategies first reported a position in BWMN in Q4 2025 and held it in 1 quarter. The position peaked at $361K in Q4 2025. 136 funds tracked by Wall St. Rank hold BWMN as of Q1 2026.

  • Precision Wealth Strategies reported no remaining Bowman Consulting position as of Q1 2026 after selling out during the quarter.
  • Precision Wealth Strategies sold 10,934 Bowman Consulting shares in Q1 2026, an estimated $361K.
  • Precision Wealth Strategies first reported a position in Bowman Consulting in Q4 2025 and held it in 1 quarter.
  • Precision Wealth Strategies's Bowman Consulting position peaked at $361K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held Bowman Consulting as of Q1 2026.

Based on Precision Wealth Strategies's 13F filing for Q1 2026, filed 6 May 2026.