Carson Wealth (CWM LLC)
DCO icon

Carson Wealth (CWM LLC)’s Ducommun DCO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DCO Stock Details DCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$93.1K Buy
763
+88
+13% +$10.5K ﹤0.01% 3337
2025
Q4 		$64K Sell
675
-109
-14% -$10.2K ﹤0.01% 3417
2025
Q3 		$75K Buy
784
+97
+14% +$8.77K ﹤0.01% 3198
2025
Q2 		$57K Buy
687
+149
+28% +$9.9K ﹤0.01% 3169
2025
Q1 		$31K Buy
538
+19
+4% +$1.2K ﹤0.01% 3358
2024
Q4 		$33K Buy
519
+156
+43% +$10K ﹤0.01% 3099
2024
Q3 		$24K Buy
363
+151
+71% +$9.45K ﹤0.01% 3238
2024
Q2 		$12K Buy
212
+112
+112% +$6.26K ﹤0.01% 3426
2024
Q1 		$5K Buy
100
+3
+3% +$150 ﹤0.01% 3641
2023
Q4 		$5K Buy
97
+2
+2% +$98 ﹤0.01% 3495
2023
Q3 		$4K Buy
95
+12
+14% +$545 ﹤0.01% 3543
2023
Q2 		$4K Buy
83
+79
+1,975% +$3.73K ﹤0.01% 3510
2023
Q1 		$0 Hold
4
– – ﹤0.01% 4102
2022
Q4 		$0 Hold
4
– – ﹤0.01% 4013
2022
Q3 		$0 Sell
4
-54
-93% -$2.4K ﹤0.01% 3959
2022
Q2 		$2K Buy
58
+55
+1,833% +$2.64K ﹤0.01% 3316
2022
Q1 		$0 Buy
+3
New +$143 ﹤0.01% 3576

Other funds holding DCO

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
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 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
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Ducommun (DCO) stake by 13% in Q1 2026, buying an estimated $10.5K and bringing the position to 763 shares worth $93.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3337.

Carson Wealth (CWM LLC) first reported a position in DCO in Q1 2022 and has held it in 17 quarters since. 224 funds tracked by Wall St. Rank hold DCO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 763 shares of Ducommun worth $93.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 88 Ducommun shares in Q1 2026, an estimated $10.5K.
  • Ducommun made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3337 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ducommun in Q1 2022 and has held it in 17 quarters since.
  • 224 funds tracked by Wall St. Rank held Ducommun as of Q1 2026.

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