First seen by DFX
Sep 12, 2026
date not stated
Bcwm found on the SEC adviser roster (services_description)
Bcwm, LLC reported $352,795,486 across 57 13(f) positions for the quarter ended 2026-03-31
Bcwm, LLC opened a $10,122,652 position in Sony Group Corp (489,017 shares)
Bcwm, LLC increased Microsoft Corp 18,251 -> 26,713 shares ($8,826,411 -> $9,888,355)
Bcwm, LLC opened a $9,745,805 position in Kinder Morgan Inc Del (290,659 shares)
Bcwm, LLC opened a $8,654,261 position in Union Pac Corp (35,670 shares)
Bcwm, LLC reduced Generac Hldgs Inc 70,937 -> 43,536 shares ($9,673,679 -> $8,503,887)
Bcwm, LLC reduced Lockheed Martin Corp 23,258 -> 14,070 shares ($11,249,266 -> $8,503,473)
Bcwm, LLC increased Chevron Corporation 23,654 -> 33,471 shares ($3,605,072 -> $6,925,151)
Bcwm, LLC opened a $4,140,945 position in Ishares Inc (59,685 shares)
Bcwm, LLC opened a $3,588,928 position in Ishares Tr (144,540 shares)
Bcwm, LLC exited Ishares Inc (was $3,876,467, 122,017 shares)
Bcwm, LLC exited Ishares Inc (was $4,579,548, 113,355 shares)
Bcwm, LLC exited Medtronic Plc (was $8,023,161, 83,522 shares)
Bcwm, LLC reported $334,008,374 across 56 13(f) positions for the quarter ended 2025-12-31
Bcwm, LLC increased Meta Platforms Inc 7,604 -> 16,196 shares ($5,584,278 -> $10,690,999)
Bcwm, LLC increased Garmin Ltd 36,607 -> 51,994 shares ($9,013,277 -> $10,546,936)
Bcwm, LLC increased Amazon Com Inc 33,343 -> 45,293 shares ($7,321,123 -> $10,454,530)
Bcwm, LLC reduced Walmart Inc 122,773 -> 76,735 shares ($12,653,008 -> $8,549,071)
Bcwm, LLC reduced Chevron Corp New 33,524 -> 23,654 shares ($5,205,906 -> $3,605,072)
Bcwm, LLC exited Kenvue Inc (was $10,792,528, 664,974 shares)
Bcwm, LLC reported $334,010,500 across 55 13(f) positions for the quarter ended 2025-09-30
Bcwm, LLC opened a $10,792,528 position in Kenvue Inc (664,974 shares)
Bcwm, LLC reduced Medtronic Plc 117,679 -> 82,357 shares ($10,258,063 -> $7,843,711)
Bcwm, LLC increased Amazon Com Inc 25,978 -> 33,343 shares ($5,699,313 -> $7,321,123)
Bcwm, LLC exited Spdr Series Trust (was $4,782,011, 57,663 shares)
Bcwm, LLC exited Salesforce Inc (was $6,692,647, 24,543 shares)
Bcwm, LLC reported $314,962,364 across 54 13(f) positions for the quarter ended 2025-06-30
Bcwm, LLC opened a $5,895,152 position in Meta Platforms Inc (7,987 shares)
Bcwm, LLC reduced Target Corp 103,475 -> 51,883 shares ($10,798,611 -> $5,118,225)
Bcwm, LLC opened a $4,893,402 position in Pepsico Inc (37,060 shares)
Bcwm, LLC opened a $4,699,492 position in Merck & Co Inc (59,367 shares)
Bcwm, LLC reduced Philip Morris Intl Inc 38,963 -> 2,041 shares ($6,184,557 -> $371,727)
Bcwm, LLC exited At&t Inc (was $5,887,712, 208,194 shares)
Bcwm, LLC exited CVS Health Corp (was $4,796,836, 70,802 shares)
Bcwm, LLC exited Zimmer Biomet Holdings Inc (was $2,428,503, 21,457 shares)
Bcwm, LLC increased Stanley Black & Decker Inc 91,196 -> 142,115 shares ($7,011,144 -> $9,628,320)
Bcwm, LLC increased Nvidia Corporation 29,618 -> 41,569 shares ($3,209,999 -> $6,567,486)
Bcwm, LLC increased Amazon Com Inc 19,811 -> 25,978 shares ($3,769,241 -> $5,699,313)
Bcwm, LLC increased Spdr Series Trust 44,372 -> 57,663 shares ($3,598,586 -> $4,782,011)