Carson Wealth (CWM LLC)
WDFC icon

Carson Wealth (CWM LLC)’s WD-40 WDFC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$652K Buy
3,195
+1,078
+51% +$241K ﹤0.01% 1824
2025
Q4 		$417K Sell
2,117
-113
-5% -$22.3K ﹤0.01% 2035
2025
Q3 		$441K Buy
2,230
+1,848
+484% +$400K ﹤0.01% 1871
2025
Q2 		$87K Sell
382
-117
-23% -$27.5K ﹤0.01% 2848
2025
Q1 		$122K Buy
499
+29
+6% +$6.85K ﹤0.01% 2258
2024
Q4 		$114K Buy
470
+18
+4% +$4.79K ﹤0.01% 2201
2024
Q3 		$117K Sell
452
-11
-2% -$2.76K ﹤0.01% 2111
2024
Q2 		$102K Buy
463
+135
+41% +$31.2K ﹤0.01% 1967
2024
Q1 		$83K Sell
328
-1
-0.3% -$259 ﹤0.01% 1995
2023
Q4 		$79K Sell
329
-34
-9% -$7.59K ﹤0.01% 1895
2023
Q3 		$74K Sell
363
-59
-14% -$12.6K ﹤0.01% 1831
2023
Q2 		$80K Sell
422
-2
-0.5% -$378 ﹤0.01% 1690
2023
Q1 		$76K Buy
424
+3
+0.7% +$518 ﹤0.01% 1638
2022
Q4 		$68K Buy
421
+204
+94% +$34K ﹤0.01% 1571
2022
Q3 		$38K Buy
217
+27
+14% +$5.04K ﹤0.01% 1806
2022
Q2 		$38K Sell
190
-5,641
-97% -$1.05M ﹤0.01% 1760
2022
Q1 		$1.07M Sell
5,831
-582
-9% -$124K 0.01% 547
2021
Q4 		$1.57M Buy
+6,413
New +$1.49M 0.01% 488
2021
Q2 		$1.72M Hold
6,697
– – 0.01% 475
2021
Q1 		$1.72M Hold
6,697
– – 0.01% 475
2020
Q4 		$1.72M Hold
6,697
– – 0.01% 475
2020
Q3 		$1.72M Hold
6,697
– – 0.01% 475
2020
Q2 		$1.72M Hold
6,697
– – 0.01% 475
2020
Q1 		$1.72M Hold
6,697
– – 0.01% 475
2019
Q4 		$1.72M Hold
6,697
– – 0.01% 475
2019
Q3 		$1.72M Hold
6,697
– – 0.01% 475
2019
Q2 		$1.72M Hold
6,697
– – 0.01% 475
2019
Q1 		$1.72M Buy
6,697
+6,678
+35,147% +$1.18M 0.01% 475
2018
Q4 		$3K Hold
19
– – ﹤0.01% 1688
2018
Q3 		$3K Sell
19
-7
-27% -$1.17K ﹤0.01% 1481
2018
Q2 		$4K Buy
+26
New +$3.58K ﹤0.01% 1258

Other funds holding WDFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its WD-40 (WDFC) stake by 51% in Q1 2026, buying an estimated $241K and bringing the position to 3,195 shares worth $652K. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

Carson Wealth (CWM LLC) first reported a position in WDFC in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.72M in Q2 2021. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,195 shares of WD-40 worth $652K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,078 WD-40 shares in Q1 2026, an estimated $241K.
  • WD-40 made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1824 holding.
  • Carson Wealth (CWM LLC) first reported a position in WD-40 in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s WD-40 position peaked at $1.72M in Q2 2021.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

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