Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s American Vanguard Corp AVD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AVD Stock Details AVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.7K Buy
11,916
+3,843
+48% +$16.4K ﹤0.01% 4170
2025
Q4 		$31K Sell
8,073
-1,408
-15% -$6.58K ﹤0.01% 3921
2025
Q3 		$54K Sell
9,481
-4,357
-31% -$20.8K ﹤0.01% 3459
2025
Q2 		$54K Buy
13,838
+4,413
+47% +$18.4K ﹤0.01% 3218
2025
Q1 		$41K Buy
9,425
+5,410
+135% +$27.6K ﹤0.01% 3134
2024
Q4 		$19K Buy
4,015
+3,258
+430% +$17.6K ﹤0.01% 3459
2024
Q3 		$4K Sell
757
-1,516
-67% -$10.7K ﹤0.01% 4158
2024
Q2 		$20K Sell
2,273
-67
-3% -$685 ﹤0.01% 3100
2024
Q1 		$30K Hold
2,340
– – ﹤0.01% 2632
2023
Q4 		$26K Buy
2,340
+1,945
+492% +$19.4K ﹤0.01% 2588
2023
Q3 		$4K Buy
395
+22
+6% +$335 ﹤0.01% 3528
2023
Q2 		$7K Sell
373
-182
-33% -$3.36K ﹤0.01% 3253
2023
Q1 		$12K Buy
555
+69
+14% +$1.49K ﹤0.01% 2833
2022
Q4 		$11K Buy
486
+74
+18% +$1.65K ﹤0.01% 2733
2022
Q3 		$8K Buy
412
+22
+6% +$459 ﹤0.01% 2794
2022
Q2 		$9K Hold
390
– – ﹤0.01% 2614
2022
Q1 		$8K Buy
390
+56
+17% +$916 ﹤0.01% 2589
2021
Q4 		$5K Buy
+334
New +$5.23K ﹤0.01% 2694

Other funds holding AVD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $203M AUM 60.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Potomac Capital Management New York $115M AUM
CCA
Cruiser Capital Advisors Stamford, Connecticut $162M AUM 78.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its American Vanguard Corp (AVD) stake by 48% in Q1 2026, buying an estimated $16.4K and bringing the position to 11,916 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4170.

Carson Wealth (CWM LLC) first reported a position in AVD in Q4 2021 and has held it in 18 quarters since. The position peaked at $54K in Q3 2025. 118 funds tracked by Wall St. Rank hold AVD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,916 shares of American Vanguard Corp worth $29.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,843 American Vanguard Corp shares in Q1 2026, an estimated $16.4K.
  • American Vanguard Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4170 holding.
  • Carson Wealth (CWM LLC) first reported a position in American Vanguard Corp in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s American Vanguard Corp position peaked at $54K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held American Vanguard Corp as of Q1 2026.

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