Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s DuPont de Nemours DD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.33M Buy
38,771
+2,072
+6% +$286K 0.01% 792
2025
Q4 		$4.43M Sell
36,699
-39,423
-52% -$4.44M 0.01% 836
2025
Q3 		$7.44M Buy
76,122
+22,245
+41% +$2.1M 0.02% 570
2025
Q2 		$4.64M Buy
53,877
+28,855
+115% +$2.4M 0.02% 609
2025
Q1 		$2.35M Sell
25,022
-1,741
-7% -$170K 0.01% 775
2024
Q4 		$2.56M Buy
26,763
+2,093
+8% +$218K 0.01% 688
2024
Q3 		$2.76M Buy
24,670
+6,687
+37% +$681K 0.01% 599
2024
Q2 		$1.82M Buy
17,983
+1,635
+10% +$160K 0.01% 672
2024
Q1 		$1.57M Buy
16,348
+542
+3% +$48.2K 0.01% 691
2023
Q4 		$1.53M Sell
15,806
-3,273
-17% -$298K 0.01% 643
2023
Q3 		$1.79M Buy
19,079
+1,661
+10% +$156K 0.01% 571
2023
Q2 		$1.56M Buy
17,418
+7,343
+73% +$632K 0.01% 578
2023
Q1 		$908K Buy
10,075
+2,967
+42% +$271K 0.01% 687
2022
Q4 		$612K Sell
7,108
-273
-4% -$21.8K ﹤0.01% 743
2022
Q3 		$467K Buy
7,381
+444
+6% +$31.7K ﹤0.01% 763
2022
Q2 		$484K Buy
6,937
+182
+3% +$14.9K ﹤0.01% 744
2022
Q1 		$624K Buy
6,755
+1,949
+41% +$190K ﹤0.01% 664
2021
Q4 		$487K Buy
+4,806
New +$457K ﹤0.01% 737
2021
Q2 		$422K Hold
4,338
– – ﹤0.01% 705
2021
Q1 		$422K Hold
4,338
– – ﹤0.01% 705
2020
Q4 		$422K Hold
4,338
– – ﹤0.01% 705
2020
Q3 		$422K Hold
4,338
– – ﹤0.01% 705
2020
Q2 		$422K Hold
4,338
– – ﹤0.01% 705
2020
Q1 		$422K Hold
4,338
– – ﹤0.01% 705
2019
Q4 		$422K Hold
4,338
– – ﹤0.01% 705
2019
Q3 		$422K Hold
4,338
– – ﹤0.01% 705
2019
Q2 		$422K Buy
4,338
+2,188
+102% +$261K ﹤0.01% 705
2019
Q1 		$422K Sell
2,150
-13,017
-86% -$1.81M ﹤0.01% 705
2018
Q4 		$2.05M Sell
15,167
-1,551
-9% -$223K 0.05% 282
2018
Q3 		$2.72M Buy
16,718
+6,789
+68% +$1.17M 0.07% 233
2018
Q2 		$1.66M Buy
9,929
+251
+3% +$42K 0.05% 230
2018
Q1 		$1.56M Sell
9,678
-958
-9% -$173K 0.06% 196
2017
Q4 		$1.92M Sell
10,636
-1,591
-13% -$287K 0.09% 172
2017
Q3 		$2.14M Sell
12,227
-897
-7% -$150K 0.1% 148
2017
Q2 		$2.1M Sell
13,124
-4,405
-25% -$700K 0.11% 148
2017
Q1 		$2.82M Sell
17,529
-15,386
-47% -$2.39M 0.16% 118
2016
Q4 		$4.77M Sell
32,915
-12,625
-28% -$1.76M 0.29% 92
2016
Q3 		$5.98M Sell
45,540
-1,745
-4% -$233K 0.41% 71
2016
Q2 		$5.95M Buy
47,285
+18,823
+66% +$2.48M 0.43% 75
2016
Q1 		$3.67M Sell
28,462
-21,354
-43% -$2.56M 0.32% 99
2015
Q4 		$6.49M Buy
49,816
+689
+1% +$88.4K 0.63% 61
2015
Q3 		$5.28M Sell
49,127
-75,022
-60% -$8.69M 0.53% 69
2015
Q2 		$16.1M Sell
124,149
-17,219
-12% -$2.23M 1.54% 9
2015
Q1 		$17.2M Sell
141,368
-7,313
-5% -$868K 1.74% 5
2014
Q4 		$17.2M Buy
148,681
+56,451
+61% +$6.88M 2.08% 4
2014
Q3 		$12.2M Buy
92,230
+61,232
+198% +$8.17M 1.78% 12
2014
Q2 		$4.04M Buy
+30,998
New +$3.95M 0.72% 42
2014
Q1 		– Sell
-12,853
Closed -$1.45M – 233
2013
Q4 		$1.45M Buy
12,853
+7,519
+141% +$771K 0.23% 70
2013
Q3 		$519K Buy
+5,334
New +$497K 0.14% 106

Other funds holding DD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its DuPont de Nemours (DD) stake by 5.6% in Q1 2026, buying an estimated $286K and bringing the position to 38,771 shares worth $5.33M. The position accounts for 0.01% of the portfolio, ranked #792.

Carson Wealth (CWM LLC) first reported a position in DD in Q3 2013 and has held it in 49 quarters since. The position peaked at $17.2M in Q1 2015. 1,227 funds tracked by Wall St. Rank hold DD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 38,771 shares of DuPont de Nemours worth $5.33M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,072 DuPont de Nemours shares in Q1 2026, an estimated $286K.
  • DuPont de Nemours made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #792 holding.
  • Carson Wealth (CWM LLC) first reported a position in DuPont de Nemours in Q3 2013 and has held it in 49 quarters since.
  • Carson Wealth (CWM LLC)'s DuPont de Nemours position peaked at $17.2M in Q1 2015.
  • 1,227 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2026.

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