Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Newell Brands NWL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NWL Stock Details NWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.71M Buy
497,330
+154,667
+45% +$650K ﹤0.01% 1268
2025
Q4 		$1.27M Buy
342,663
+150,660
+78% +$609K ﹤0.01% 1367
2025
Q3 		$1.01M Sell
192,003
-17,641
-8% -$100K ﹤0.01% 1407
2025
Q2 		$1.13M Sell
209,644
-40,742
-16% -$216K ﹤0.01% 1184
2025
Q1 		$1.55M Buy
250,386
+166,012
+197% +$1.33M 0.01% 929
2024
Q4 		$840K Buy
84,374
+22,608
+37% +$205K ﹤0.01% 1173
2024
Q3 		$474K Buy
61,766
+38,946
+171% +$279K ﹤0.01% 1335
2024
Q2 		$146K Buy
22,820
+8,226
+56% +$61.2K ﹤0.01% 1754
2024
Q1 		$117K Buy
14,594
+6,536
+81% +$52K ﹤0.01% 1785
2023
Q4 		$70K Sell
8,058
-1,154
-13% -$8.8K ﹤0.01% 1976
2023
Q3 		$83K Sell
9,212
-3,192
-26% -$31.8K ﹤0.01% 1748
2023
Q2 		$108K Buy
12,404
+9,107
+276% +$90.6K ﹤0.01% 1530
2023
Q1 		$41K Buy
3,297
+999
+43% +$14.1K ﹤0.01% 2015
2022
Q4 		$30K Sell
2,298
-8,148
-78% -$111K ﹤0.01% 2083
2022
Q3 		$145K Buy
10,446
+9,402
+901% +$176K ﹤0.01% 1175
2022
Q2 		$20K Sell
1,044
-966
-48% -$20.5K ﹤0.01% 2116
2022
Q1 		$43K Buy
2,010
+1,112
+124% +$25.7K ﹤0.01% 1669
2021
Q4 		$20K Buy
+898
New +$20.3K ﹤0.01% 1994
2021
Q2 		$21K Hold
767
– – ﹤0.01% 1780
2021
Q1 		$21K Hold
767
– – ﹤0.01% 1780
2020
Q4 		$21K Hold
767
– – ﹤0.01% 1780
2020
Q3 		$21K Hold
767
– – ﹤0.01% 1780
2020
Q2 		$21K Hold
767
– – ﹤0.01% 1780
2020
Q1 		$21K Hold
767
– – ﹤0.01% 1780
2019
Q4 		$21K Hold
767
– – ﹤0.01% 1780
2019
Q3 		$21K Hold
767
– – ﹤0.01% 1780
2019
Q2 		$21K Hold
767
– – ﹤0.01% 1780
2019
Q1 		$21K Buy
767
+543
+242% +$9.97K ﹤0.01% 1780
2018
Q4 		$4K Hold
224
– – ﹤0.01% 1601
2018
Q3 		$5K Sell
224
-178
-44% -$4.18K ﹤0.01% 1353
2018
Q2 		$10K Sell
402
-13,606
-97% -$354K ﹤0.01% 1004
2018
Q1 		$357K Sell
14,008
-107,375
-88% -$3.03M 0.01% 313
2017
Q4 		$3.75M Buy
121,383
+14,323
+13% +$494K 0.17% 100
2017
Q3 		$4.57M Sell
107,060
-20
-0% -$978 0.22% 87
2017
Q2 		$5.74M Sell
107,080
-12,821
-11% -$650K 0.29% 69
2017
Q1 		$5.66M Sell
119,901
-6,783
-5% -$322K 0.32% 66
2016
Q4 		$5.66M Buy
+126,684
New +$6.13M 0.35% 76
2014
Q1 		– Sell
-613
Closed -$20K – 382
2013
Q4 		$20K Buy
613
+193
+46% +$5.74K ﹤0.01% 369
2013
Q3 		$12K Buy
+420
New +$11.2K ﹤0.01% 309

Other funds holding NWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Newell Brands (NWL) stake by 45% in Q1 2026, buying an estimated $650K and bringing the position to 497,330 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Carson Wealth (CWM LLC) first reported a position in NWL in Q3 2013 and has held it in 39 quarters since. The position peaked at $5.74M in Q2 2017. 425 funds tracked by Wall St. Rank hold NWL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 497,330 shares of Newell Brands worth $1.71M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 154,667 Newell Brands shares in Q1 2026, an estimated $650K.
  • Newell Brands made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1268 holding.
  • Carson Wealth (CWM LLC) first reported a position in Newell Brands in Q3 2013 and has held it in 39 quarters since.
  • Carson Wealth (CWM LLC)'s Newell Brands position peaked at $5.74M in Q2 2017.
  • 425 funds tracked by Wall St. Rank held Newell Brands as of Q1 2026.

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