Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Deluxe DLX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DLX Stock Details DLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$953K Buy
34,601
+792
+2% +$20.7K ﹤0.01% 1564
2025
Q4 		$755K Sell
33,809
-2,711
-7% -$54.6K ﹤0.01% 1663
2025
Q3 		$707K Buy
36,520
+16,471
+82% +$300K ﹤0.01% 1598
2025
Q2 		$319K Buy
20,049
+19,193
+2,242% +$289K ﹤0.01% 1822
2025
Q1 		$14K Sell
856
-1,050
-55% -$19.9K ﹤0.01% 3909
2024
Q4 		$43K Buy
1,906
+424
+29% +$9.11K ﹤0.01% 2912
2024
Q3 		$29K Sell
1,482
-275
-16% -$5.74K ﹤0.01% 3111
2024
Q2 		$39K Buy
1,757
+1,489
+556% +$31.8K ﹤0.01% 2631
2024
Q1 		$6K Sell
268
-1,277
-83% -$25.4K ﹤0.01% 3565
2023
Q4 		$33K Buy
1,545
+145
+10% +$2.7K ﹤0.01% 2435
2023
Q3 		$26K Buy
1,400
+1,062
+314% +$20.6K ﹤0.01% 2497
2023
Q2 		$6K Buy
338
+104
+44% +$1.63K ﹤0.01% 3334
2023
Q1 		$4K Sell
234
-103
-31% -$1.88K ﹤0.01% 3371
2022
Q4 		$6K Sell
337
-385
-53% -$6.85K ﹤0.01% 3064
2022
Q3 		$12K Buy
+722
New +$15.2K ﹤0.01% 2555
2019
Q1 		– Sell
-25
Closed -$1K – 3005
2018
Q4 		$1K Hold
25
– – ﹤0.01% 1873
2018
Q3 		$1K Buy
+25
New +$1.51K ﹤0.01% 1647
2018
Q1 		– Sell
-80
Closed -$6K – 1436
2017
Q4 		$6K Hold
80
– – ﹤0.01% 1023
2017
Q3 		$6K Hold
80
– – ﹤0.01% 1020
2017
Q2 		$6K Hold
80
– – ﹤0.01% 854
2017
Q1 		$6K Hold
80
– – ﹤0.01% 845
2016
Q4 		$6K Hold
80
– – ﹤0.01% 815
2016
Q3 		$5K Buy
+80
New +$5.44K ﹤0.01% 822

Other funds holding DLX

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Deluxe (DLX) stake by 2.3% in Q1 2026, buying an estimated $20.7K and bringing the position to 34,601 shares worth $953K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Carson Wealth (CWM LLC) first reported a position in DLX in Q3 2016 and has held it in 23 quarters since. 255 funds tracked by Wall St. Rank hold DLX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 34,601 shares of Deluxe worth $953K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 792 Deluxe shares in Q1 2026, an estimated $20.7K.
  • Deluxe made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1564 holding.
  • Carson Wealth (CWM LLC) first reported a position in Deluxe in Q3 2016 and has held it in 23 quarters since.
  • 255 funds tracked by Wall St. Rank held Deluxe as of Q1 2026.

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