Carson Wealth (CWM LLC)
DBD icon

Carson Wealth (CWM LLC)’s Diebold Nixdorf DBD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DBD Stock Details DBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$238K Buy
3,154
+1,435
+83% +$106K ﹤0.01% 2580
2025
Q4 		$117K Buy
1,719
+232
+16% +$14.5K ﹤0.01% 2949
2025
Q3 		$85K Buy
1,487
+167
+13% +$9.89K ﹤0.01% 3105
2025
Q2 		$73K Buy
1,320
+870
+193% +$40.8K ﹤0.01% 2974
2025
Q1 		$20K Buy
450
+25
+6% +$1.09K ﹤0.01% 3665
2024
Q4 		$18K Buy
425
+160
+60% +$7.21K ﹤0.01% 3505
2024
Q3 		$12K Buy
265
+227
+597% +$9.39K ﹤0.01% 3670
2024
Q2 		$1K Buy
+38
New +$1.45K ﹤0.01% 4352

Other funds holding DBD

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
MCM
Millstreet Capital Management Boston, Massachusetts $368M AUM 57.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Diebold Nixdorf (DBD) stake by 83% in Q1 2026, buying an estimated $106K and bringing the position to 3,154 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #2580.

Carson Wealth (CWM LLC) first reported a position in DBD in Q2 2024 and has held it in 8 quarters since. 201 funds tracked by Wall St. Rank hold DBD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,154 shares of Diebold Nixdorf worth $238K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,435 Diebold Nixdorf shares in Q1 2026, an estimated $106K.
  • Diebold Nixdorf made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2580 holding.
  • Carson Wealth (CWM LLC) first reported a position in Diebold Nixdorf in Q2 2024 and has held it in 8 quarters since.
  • 201 funds tracked by Wall St. Rank held Diebold Nixdorf as of Q1 2026.

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