Carson Wealth (CWM LLC)
DMC

Carson Wealth (CWM LLC)’s Del Monte Corp DMC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DMC Stock Details DMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$963K Sell
23,923
-2,773
-10% -$111K ﹤0.01% 1562
2025
Q4 		$951K Sell
26,696
-5,666
-18% -$202K ﹤0.01% 1524
2025
Q3 		$1.12M Buy
32,362
+2,221
+7% +$78.6K ﹤0.01% 1342
2025
Q2 		$977K Sell
30,141
-1,299
-4% -$42.7K ﹤0.01% 1244
2025
Q1 		$969K Sell
31,440
-3,813
-11% -$117K ﹤0.01% 1142
2024
Q4 		$1.17M Sell
35,253
-1,751
-5% -$56.2K ﹤0.01% 1005
2024
Q3 		$1.09M Buy
37,004
+1,449
+4% +$38.4K ﹤0.01% 975
2024
Q2 		$777K Sell
35,555
-1,556
-4% -$37.4K ﹤0.01% 1028
2024
Q1 		$962K Sell
37,111
-1,805
-5% -$44.9K ﹤0.01% 869
2023
Q4 		$1.02M Sell
38,916
-3,041
-7% -$74.9K 0.01% 799
2023
Q3 		$1.08M Sell
41,957
-2,798
-6% -$73.2K 0.01% 710
2023
Q2 		$1.15M Sell
44,755
-2,835
-6% -$78.2K 0.01% 669
2023
Q1 		$1.43M Sell
47,590
-237
-0.5% -$6.88K 0.01% 552
2022
Q4 		$1.25M Buy
47,827
+1,696
+4% +$44.7K 0.01% 551
2022
Q3 		$1.07M Sell
46,131
-2,024
-4% -$56.4K 0.01% 545
2022
Q2 		$1.42M Sell
48,155
-1,595
-3% -$40.7K 0.01% 468
2022
Q1 		$1.29M Sell
49,750
-7,749
-13% -$210K 0.01% 502
2021
Q4 		$1.59M Buy
+57,499
New +$1.69M 0.01% 485
2021
Q2 		$2.09M Hold
63,643
– – 0.02% 416
2021
Q1 		$2.09M Hold
63,643
– – 0.02% 416
2020
Q4 		$2.09M Hold
63,643
– – 0.02% 416
2020
Q3 		$2.09M Hold
63,643
– – 0.02% 416
2020
Q2 		$2.09M Hold
63,643
– – 0.02% 416
2020
Q1 		$2.09M Hold
63,643
– – 0.02% 416
2019
Q4 		$2.09M Hold
63,643
– – 0.02% 416
2019
Q3 		$2.09M Hold
63,643
– – 0.02% 416
2019
Q2 		$2.09M Hold
63,643
– – 0.02% 416
2019
Q1 		$2.09M Buy
63,643
+63,621
+289,186% +$1.87M 0.02% 416
2018
Q4 		$1K Hold
22
– – ﹤0.01% 1885
2018
Q3 		$1K Hold
22
– – ﹤0.01% 1659
2018
Q2 		$1K Buy
+22
New +$1.03K ﹤0.01% 1512

Other funds holding DMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Del Monte Corp (DMC) stake by 10% in Q1 2026, selling an estimated $111K and leaving 23,923 shares worth $963K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Carson Wealth (CWM LLC) first reported a position in DMC in Q2 2018 and has held it in 31 quarters since. The position peaked at $2.09M in Q2 2021. 253 funds tracked by Wall St. Rank hold DMC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 23,923 shares of Del Monte Corp worth $963K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,773 Del Monte Corp shares in Q1 2026, an estimated $111K.
  • Del Monte Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1562 holding.
  • Carson Wealth (CWM LLC) first reported a position in Del Monte Corp in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s Del Monte Corp position peaked at $2.09M in Q2 2021.
  • 253 funds tracked by Wall St. Rank held Del Monte Corp as of Q1 2026.

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