Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s NCR Voyix VYX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VYX Stock Details VYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29K Buy
4,585
+2,845
+164% +$25.1K ﹤0.01% 4185
2025
Q4 		$18K Sell
1,740
-84
-5% -$913 ﹤0.01% 4238
2025
Q3 		$23K Buy
1,824
+393
+27% +$5.18K ﹤0.01% 4051
2025
Q2 		$17K Sell
1,431
-51
-3% -$516 ﹤0.01% 4025
2025
Q1 		$14K Sell
1,482
-1,690
-53% -$19.8K ﹤0.01% 3932
2024
Q4 		$44K Sell
3,172
-316
-9% -$4.38K ﹤0.01% 2903
2024
Q3 		$47K Sell
3,488
-2,956
-46% -$39.5K ﹤0.01% 2744
2024
Q2 		$80K Buy
6,444
+215
+3% +$2.71K ﹤0.01% 2137
2024
Q1 		$79K Buy
6,229
+4,859
+355% +$70K ﹤0.01% 2017
2023
Q4 		$23K Sell
1,370
-1,246
-48% -$19.9K ﹤0.01% 2709
2023
Q3 		$43K Sell
2,616
-25
-0.9% -$426 ﹤0.01% 2162
2023
Q2 		$41K Sell
2,641
-865
-25% -$12.5K ﹤0.01% 2125
2023
Q1 		$51K Buy
3,506
+194
+6% +$2.98K ﹤0.01% 1871
2022
Q4 		$48K Sell
3,312
-372
-10% -$4.95K ﹤0.01% 1773
2022
Q3 		$43K Buy
3,684
+1,397
+61% +$25.6K ﹤0.01% 1738
2022
Q2 		$44K Buy
2,287
+554
+32% +$11.8K ﹤0.01% 1687
2022
Q1 		$43K Buy
1,733
+1,281
+283% +$31.5K ﹤0.01% 1672
2021
Q4 		$11K Buy
+452
New +$11.5K ﹤0.01% 2323
2021
Q2 		$11K Hold
380
– – ﹤0.01% 2078
2021
Q1 		$11K Hold
380
– – ﹤0.01% 2077
2020
Q4 		$11K Hold
380
– – ﹤0.01% 2076
2020
Q3 		$11K Hold
380
– – ﹤0.01% 2075
2020
Q2 		$11K Hold
380
– – ﹤0.01% 2074
2020
Q1 		$11K Hold
380
– – ﹤0.01% 2074
2019
Q4 		$11K Hold
380
– – ﹤0.01% 2074
2019
Q3 		$11K Hold
380
– – ﹤0.01% 2074
2019
Q2 		$11K Hold
380
– – ﹤0.01% 2074
2019
Q1 		$11K Buy
+380
New +$6.29K ﹤0.01% 2074
2018
Q3 		– Sell
-82
Closed -$1K – 2011
2018
Q2 		$1K Hold
82
– – ﹤0.01% 1614
2018
Q1 		$2K Sell
82
-668
-89% -$14.1K ﹤0.01% 1211
2017
Q4 		$16K Hold
750
– – ﹤0.01% 755
2017
Q3 		$17K Hold
750
– – ﹤0.01% 758
2017
Q2 		$19K Hold
750
– – ﹤0.01% 643
2017
Q1 		$21K Sell
750
-58
-7% -$1.59K ﹤0.01% 594
2016
Q4 		$20K Sell
808
-17
-2% -$382 ﹤0.01% 585
2016
Q3 		$16K Buy
825
+753
+1,046% +$14.8K ﹤0.01% 590
2016
Q2 		$1K Hold
72
– – ﹤0.01% 767
2016
Q1 		$1K Hold
72
– – ﹤0.01% 724
2015
Q4 		$1K Hold
72
– – ﹤0.01% 664
2015
Q3 		$1K Buy
+72
New +$1.2K ﹤0.01% 619
2014
Q1 		– Sell
-13
Closed – – 489
2013
Q4 		$0 Buy
+13
New +$289 ﹤0.01% 654

Other funds holding VYX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its NCR Voyix (VYX) stake by 164% in Q1 2026, buying an estimated $25.1K and bringing the position to 4,585 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #4185.

Carson Wealth (CWM LLC) first reported a position in VYX in Q4 2013 and has held it in 41 quarters since. The position peaked at $80K in Q2 2024. 303 funds tracked by Wall St. Rank hold VYX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,585 shares of NCR Voyix worth $29K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,845 NCR Voyix shares in Q1 2026, an estimated $25.1K.
  • NCR Voyix made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4185 holding.
  • Carson Wealth (CWM LLC) first reported a position in NCR Voyix in Q4 2013 and has held it in 41 quarters since.
  • Carson Wealth (CWM LLC)'s NCR Voyix position peaked at $80K in Q2 2024.
  • 303 funds tracked by Wall St. Rank held NCR Voyix as of Q1 2026.

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