Carson Wealth (CWM LLC)’s Axcelis ACLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $230K | Sell |
2,473
-150
| -6% | -$13.3K | ﹤0.01% | 2610 |
|
|
2025
Q4 | $211K | Buy |
2,623
+143
| +6% | +$12K | ﹤0.01% | 2525 |
|
|
2025
Q3 | $242K | Sell |
2,480
-1,040
| -30% | -$83.8K | ﹤0.01% | 2291 |
|
|
2025
Q2 | $245K | Buy |
3,520
+1,863
| +112% | +$106K | ﹤0.01% | 1998 |
|
|
2025
Q1 | $82K | Buy |
1,657
+510
| +44% | +$32.2K | ﹤0.01% | 2583 |
|
|
2024
Q4 | $80K | Sell |
1,147
-625
| -35% | -$51.9K | ﹤0.01% | 2439 |
|
|
2024
Q3 | $186K | Buy |
1,772
+266
| +18% | +$31.1K | ﹤0.01% | 1791 |
|
|
2024
Q2 | $214K | Buy |
1,506
+69
| +5% | +$7.96K | ﹤0.01% | 1552 |
|
|
2024
Q1 | $160K | Sell |
1,437
-120
| -8% | -$14.3K | ﹤0.01% | 1619 |
|
|
2023
Q4 | $202K | Buy |
1,557
+267
| +21% | +$36.8K | ﹤0.01% | 1422 |
|
|
2023
Q3 | $210K | Sell |
1,290
-24
| -2% | -$4.22K | ﹤0.01% | 1293 |
|
|
2023
Q2 | $241K | Sell |
1,314
-487
| -27% | -$70.1K | ﹤0.01% | 1184 |
|
|
2023
Q1 | $240K | Buy |
1,801
+926
| +106% | +$109K | ﹤0.01% | 1130 |
|
|
2022
Q4 | $69K | Buy |
875
+143
| +20% | +$10.1K | ﹤0.01% | 1549 |
|
|
2022
Q3 | $44K | Buy |
732
+30
| +4% | +$1.94K | ﹤0.01% | 1710 |
|
|
2022
Q2 | $38K | Buy |
702
+188
| +37% | +$10.9K | ﹤0.01% | 1748 |
|
|
2022
Q1 | $39K | Buy |
514
+188
| +58% | +$12.8K | ﹤0.01% | 1709 |
|
|
2021
Q4 | $24K | Buy |
+326
| New | +$19.3K | ﹤0.01% | 1878 |
|
|
2021
Q2 | $10K | Hold |
250
| – | – | ﹤0.01% | 2085 |
|
|
2021
Q1 | $10K | Hold |
250
| – | – | ﹤0.01% | 2085 |
|
|
2020
Q4 | $10K | Hold |
250
| – | – | ﹤0.01% | 2085 |
|
|
2020
Q3 | $10K | Hold |
250
| – | – | ﹤0.01% | 2085 |
|
|
2020
Q2 | $10K | Hold |
250
| – | – | ﹤0.01% | 2085 |
|
|
2020
Q1 | $10K | Hold |
250
| – | – | ﹤0.01% | 2085 |
|
|
2019
Q4 | $10K | Hold |
250
| – | – | ﹤0.01% | 2085 |
|
|
2019
Q3 | $10K | Hold |
250
| – | – | ﹤0.01% | 2085 |
|
|
2019
Q2 | $10K | Hold |
250
| – | – | ﹤0.01% | 2085 |
|
|
2019
Q1 | $10K | Hold |
250
| – | – | ﹤0.01% | 2085 |
|
|
2018
Q4 | $4K | Hold |
250
| – | – | ﹤0.01% | 1572 |
|
|
2018
Q3 | $5K | Hold |
250
| – | – | ﹤0.01% | 1323 |
|
|
2018
Q2 | $5K | Hold |
250
| – | – | ﹤0.01% | 1178 |
|
|
2018
Q1 | $6K | Hold |
250
| – | – | ﹤0.01% | 957 |
|
|
2017
Q4 | $7K | Hold |
250
| – | – | ﹤0.01% | 967 |
|
|
2017
Q3 | $7K | Hold |
250
| – | – | ﹤0.01% | 978 |
|
|
2017
Q2 | $5K | Buy |
+250
| New | +$5.28K | ﹤0.01% | 872 |
|
Other funds holding ACLS
RP
Carson Wealth (CWM LLC)'s ACLS Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Axcelis (ACLS) stake by 5.7% in Q1 2026, selling an estimated $13.3K and leaving 2,473 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #2610.
Carson Wealth (CWM LLC) first reported a position in ACLS in Q2 2017 and has held it in 35 quarters since. The position peaked at $245K in Q2 2025. 379 funds tracked by Wall St. Rank hold ACLS as of Q1 2026.
- Carson Wealth (CWM LLC) held 2,473 shares of Axcelis worth $230K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 150 Axcelis shares in Q1 2026, an estimated $13.3K.
- Axcelis made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2610 holding.
- Carson Wealth (CWM LLC) first reported a position in Axcelis in Q2 2017 and has held it in 35 quarters since.
- Carson Wealth (CWM LLC)'s Axcelis position peaked at $245K in Q2 2025.
- 379 funds tracked by Wall St. Rank held Axcelis as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.