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Carolina Wealth Advisors’s FormFactor FORM Stock Holding History

Carolina Wealth Advisors’s Portfolio FORM Stock Details FORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27K Buy
169
+73
+76% +$9.69K 0.01% 142
2026
Q1 		$9.31K Buy
+96
New +$8.26K ﹤0.01% 183

Other funds holding FORM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carolina Wealth Advisors's FORM Position: Q2 2026 in Review

Carolina Wealth Advisors increased its FormFactor (FORM) stake by 76% in Q2 2026, buying an estimated $9.69K and bringing the position to 169 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #142.

Carolina Wealth Advisors first reported a position in FORM in Q1 2026 and has held it in 2 quarters since. 510 funds tracked by Wall St. Rank hold FORM as of Q2 2026.

  • Carolina Wealth Advisors held 169 shares of FormFactor worth $27K as of Q2 2026.
  • Carolina Wealth Advisors bought 73 FormFactor shares in Q2 2026, an estimated $9.69K.
  • FormFactor made up 0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #142 holding.
  • Carolina Wealth Advisors first reported a position in FormFactor in Q1 2026 and has held it in 2 quarters since.
  • 510 funds tracked by Wall St. Rank held FormFactor as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.