Carson Wealth (CWM LLC)
ACCO icon

Carson Wealth (CWM LLC)’s Acco Brands ACCO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$204K Sell
68,071
-34,015
-33% -$128K ﹤0.01% 2724
2025
Q4 		$381K Sell
102,086
-21,979
-18% -$81.5K ﹤0.01% 2091
2025
Q3 		$495K Buy
124,065
+93,351
+304% +$364K ﹤0.01% 1807
2025
Q2 		$110K Buy
30,714
+8,470
+38% +$31.3K ﹤0.01% 2619
2025
Q1 		$93K Sell
22,244
-4,956
-18% -$24.3K ﹤0.01% 2480
2024
Q4 		$143K Buy
27,200
+1,347
+5% +$7.48K ﹤0.01% 2050
2024
Q3 		$141K Buy
25,853
+6,789
+36% +$34.3K ﹤0.01% 1969
2024
Q2 		$90K Buy
19,064
+15,425
+424% +$76.9K ﹤0.01% 2031
2024
Q1 		$20K Buy
3,639
+43
+1% +$256 ﹤0.01% 2893
2023
Q4 		$22K Buy
3,596
+61
+2% +$323 ﹤0.01% 2712
2023
Q3 		$20K Hold
3,535
– – ﹤0.01% 2672
2023
Q2 		$18K Sell
3,535
-290
-8% -$1.46K ﹤0.01% 2702
2023
Q1 		$20K Hold
3,825
– – ﹤0.01% 2492
2022
Q4 		$21K Buy
3,825
+3,124
+446% +$16.2K ﹤0.01% 2317
2022
Q3 		$3K Buy
701
+99
+16% +$627 ﹤0.01% 3257
2022
Q2 		$4K Sell
602
-92
-13% -$670 ﹤0.01% 3042
2022
Q1 		$6K Buy
694
+92
+15% +$763 ﹤0.01% 2720
2021
Q4 		$5K Buy
+602
New +$5.18K ﹤0.01% 2688
2021
Q2 		$5K Hold
602
– – ﹤0.01% 2332
2021
Q1 		$5K Hold
602
– – ﹤0.01% 2332
2020
Q4 		$5K Hold
602
– – ﹤0.01% 2332
2020
Q3 		$5K Hold
602
– – ﹤0.01% 2332
2020
Q2 		$5K Hold
602
– – ﹤0.01% 2332
2020
Q1 		$5K Hold
602
– – ﹤0.01% 2332
2019
Q4 		$5K Hold
602
– – ﹤0.01% 2332
2019
Q3 		$5K Hold
602
– – ﹤0.01% 2332
2019
Q2 		$5K Hold
602
– – ﹤0.01% 2332
2019
Q1 		$5K Buy
602
+540
+871% +$4.72K ﹤0.01% 2332
2018
Q4 		$0 Hold
62
– – ﹤0.01% 2072
2018
Q3 		$1K Hold
62
– – ﹤0.01% 1598
2018
Q2 		$1K Buy
+62
New +$796 ﹤0.01% 1461

Other funds holding ACCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Acco Brands (ACCO) stake by 33% in Q1 2026, selling an estimated $128K and leaving 68,071 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #2724.

Carson Wealth (CWM LLC) first reported a position in ACCO in Q2 2018 and has held it in 31 quarters since. The position peaked at $495K in Q3 2025. 195 funds tracked by Wall St. Rank hold ACCO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 68,071 shares of Acco Brands worth $204K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 34,015 Acco Brands shares in Q1 2026, an estimated $128K.
  • Acco Brands made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2724 holding.
  • Carson Wealth (CWM LLC) first reported a position in Acco Brands in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s Acco Brands position peaked at $495K in Q3 2025.
  • 195 funds tracked by Wall St. Rank held Acco Brands as of Q1 2026.

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