Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Clorox CLX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CLX Stock Details CLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.78M Buy
36,500
+12,997
+55% +$1.47M 0.01% 930
2025
Q4 		$2.37M Sell
23,503
-17,099
-42% -$1.86M 0.01% 1077
2025
Q3 		$5.01M Sell
40,602
-3,241
-7% -$402K 0.02% 715
2025
Q2 		$5.26M Buy
43,843
+7,649
+21% +$1.02M 0.02% 573
2025
Q1 		$5.33M Buy
36,194
+5,960
+20% +$910K 0.02% 515
2024
Q4 		$4.91M Buy
30,234
+733
+2% +$120K 0.02% 477
2024
Q3 		$4.81M Sell
29,501
-1,179
-4% -$175K 0.02% 453
2024
Q2 		$4.19M Sell
30,680
-691
-2% -$96K 0.02% 458
2024
Q1 		$4.8M Sell
31,371
-4,059
-11% -$606K 0.02% 424
2023
Q4 		$5.05M Buy
35,430
+29,740
+523% +$3.96M 0.03% 396
2023
Q3 		$746K Buy
5,690
+259
+5% +$39.4K ﹤0.01% 847
2023
Q2 		$864K Sell
5,431
-151
-3% -$24.4K 0.01% 767
2023
Q1 		$883K Sell
5,582
-43
-0.8% -$6.45K 0.01% 691
2022
Q4 		$789K Sell
5,625
-331
-6% -$47K 0.01% 681
2022
Q3 		$765K Sell
5,956
-73
-1% -$10.5K 0.01% 624
2022
Q2 		$850K Buy
6,029
+381
+7% +$54.4K 0.01% 602
2022
Q1 		$785K Sell
5,648
-152,405
-96% -$23.4M 0.01% 620
2021
Q4 		$27.6M Buy
+158,053
New +$26.3M 0.19% 108
2021
Q2 		$26.4M Hold
146,463
– – 0.21% 100
2021
Q1 		$26.4M Hold
146,463
– – 0.21% 100
2020
Q4 		$26.4M Hold
146,463
– – 0.21% 100
2020
Q3 		$26.4M Hold
146,463
– – 0.21% 100
2020
Q2 		$26.4M Hold
146,463
– – 0.21% 100
2020
Q1 		$26.4M Hold
146,463
– – 0.21% 100
2019
Q4 		$26.4M Hold
146,463
– – 0.21% 100
2019
Q3 		$26.4M Hold
146,463
– – 0.21% 100
2019
Q2 		$26.4M Hold
146,463
– – 0.21% 100
2019
Q1 		$26.4M Buy
146,463
+123,902
+549% +$19.2M 0.21% 100
2018
Q4 		$3.48M Buy
22,561
+18,379
+439% +$2.86M 0.09% 198
2018
Q3 		$629K Buy
4,182
+3,867
+1,228% +$549K 0.02% 360
2018
Q2 		$43K Buy
315
+30
+11% +$3.7K ﹤0.01% 664
2018
Q1 		$38K Hold
285
– – ﹤0.01% 600
2017
Q4 		$42K Buy
285
+8
+3% +$1.09K ﹤0.01% 558
2017
Q3 		$37K Sell
277
-18
-6% -$2.42K ﹤0.01% 573
2017
Q2 		$39K Buy
295
+18
+6% +$2.43K ﹤0.01% 508
2017
Q1 		$37K Sell
277
-42
-13% -$5.44K ﹤0.01% 508
2016
Q4 		$38K Sell
319
-216
-40% -$25.5K ﹤0.01% 487
2016
Q3 		$67K Sell
535
-128
-19% -$16.8K ﹤0.01% 382
2016
Q2 		$92K Buy
663
+82
+14% +$10.6K 0.01% 314
2016
Q1 		$73K Sell
581
-13
-2% -$1.65K 0.01% 306
2015
Q4 		$75K Buy
594
+17
+3% +$2.11K 0.01% 285
2015
Q3 		$67K Buy
+577
New +$64.8K 0.01% 264
2014
Q1 		– Sell
-733
Closed -$68K – 212
2013
Q4 		$68K Buy
+733
New +$66K 0.01% 230

Other funds holding CLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Clorox (CLX) stake by 55% in Q1 2026, buying an estimated $1.47M and bringing the position to 36,500 shares worth $3.78M. The position accounts for 0.01% of the portfolio, ranked #930.

Carson Wealth (CWM LLC) first reported a position in CLX in Q4 2013 and has held it in 43 quarters since. The position peaked at $27.6M in Q4 2021. 1,085 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 36,500 shares of Clorox worth $3.78M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 12,997 Clorox shares in Q1 2026, an estimated $1.47M.
  • Clorox made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #930 holding.
  • Carson Wealth (CWM LLC) first reported a position in Clorox in Q4 2013 and has held it in 43 quarters since.
  • Carson Wealth (CWM LLC)'s Clorox position peaked at $27.6M in Q4 2021.
  • 1,085 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

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