Carson Wealth (CWM LLC)
DJCO icon

Carson Wealth (CWM LLC)’s Daily Journal DJCO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DJCO Stock Details DJCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$76.2K Buy
158
+16
+11% +$8.75K ﹤0.01% 3488
2025
Q4 		$69K Buy
142
+96
+209% +$42.6K ﹤0.01% 3365
2025
Q3 		$21K Buy
46
+23
+100% +$9.96K ﹤0.01% 4086
2025
Q2 		$10K Sell
23
-6
-21% -$2.4K ﹤0.01% 4282
2025
Q1 		$12K Buy
29
+1
+4% +$433 ﹤0.01% 3994
2024
Q4 		$16K Buy
28
+1
+4% +$535 ﹤0.01% 3572
2024
Q3 		$13K Buy
27
+26
+2,600% +$11.8K ﹤0.01% 3617
2024
Q2 		$0 Buy
+1
New +$368 ﹤0.01% 4654

Other funds holding DJCO

RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Daily Journal (DJCO) stake by 11% in Q1 2026, buying an estimated $8.75K and bringing the position to 158 shares worth $76.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3488.

Carson Wealth (CWM LLC) first reported a position in DJCO in Q2 2024 and has held it in 8 quarters since. 135 funds tracked by Wall St. Rank hold DJCO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 158 shares of Daily Journal worth $76.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 16 Daily Journal shares in Q1 2026, an estimated $8.75K.
  • Daily Journal made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3488 holding.
  • Carson Wealth (CWM LLC) first reported a position in Daily Journal in Q2 2024 and has held it in 8 quarters since.
  • 135 funds tracked by Wall St. Rank held Daily Journal as of Q1 2026.

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