Carson Wealth (CWM LLC)
WVVI icon

Carson Wealth (CWM LLC)’s Willamette Valley Vineyards WVVI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WVVI Stock Details WVVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.04K Hold
406
– – ﹤0.01% 5388
2025
Q4 		$1K Hold
406
– – ﹤0.01% 5307
2025
Q3 		$1K Hold
406
– – ﹤0.01% 5213
2025
Q2 		$2K Hold
406
– – ﹤0.01% 4943
2025
Q1 		$2K Buy
406
+400
+6,667% +$2.24K ﹤0.01% 4830
2024
Q4 		$0 Hold
6
– – ﹤0.01% 5198
2024
Q3 		$0 Hold
6
– – ﹤0.01% 5196
2024
Q2 		$0 Hold
6
– – ﹤0.01% 4987
2024
Q1 		$0 Hold
6
– – ﹤0.01% 4801
2023
Q4 		$0 Hold
6
– – ﹤0.01% 4558
2023
Q3 		$0 Hold
6
– – ﹤0.01% 4562
2023
Q2 		$0 Hold
6
– – ﹤0.01% 4484
2023
Q1 		$0 Hold
6
– – ﹤0.01% 4367
2022
Q4 		$0 Buy
6
+3
+100% +$18 ﹤0.01% 4280
2022
Q3 		$0 Hold
3
– – ﹤0.01% 4217
2022
Q2 		$0 Hold
3
– – ﹤0.01% 4126
2022
Q1 		$0 Hold
3
– – ﹤0.01% 3904
2021
Q4 		$0 Buy
+3
New +$40 ﹤0.01% 3664
2021
Q2 		$0 Hold
3
– – ﹤0.01% 3019
2021
Q1 		$0 Hold
3
– – ﹤0.01% 3017
2020
Q4 		$0 Hold
3
– – ﹤0.01% 3015
2020
Q3 		$0 Hold
3
– – ﹤0.01% 3014
2020
Q2 		$0 Hold
3
– – ﹤0.01% 3012
2020
Q1 		$0 Hold
3
– – ﹤0.01% 3010
2019
Q4 		$0 Hold
3
– – ﹤0.01% 3008
2019
Q3 		$0 Hold
3
– – ﹤0.01% 3008
2019
Q2 		$0 Hold
3
– – ﹤0.01% 3007
2019
Q1 		$0 Buy
+3
New +$21 ﹤0.01% 3309

Other funds holding WVVI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Willamette Valley Vineyards (WVVI) position steady in Q1 2026 at 406 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #5388.

Carson Wealth (CWM LLC) first reported a position in WVVI in Q1 2019 and has held it in 28 quarters since. The position peaked at $2K in Q2 2025. 35 funds tracked by Wall St. Rank hold WVVI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 406 shares of Willamette Valley Vineyards worth $1.04K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Willamette Valley Vineyards share count unchanged in Q1 2026.
  • Willamette Valley Vineyards made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5388 holding.
  • Carson Wealth (CWM LLC) first reported a position in Willamette Valley Vineyards in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Willamette Valley Vineyards position peaked at $2K in Q2 2025.
  • 35 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q1 2026.

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