Carson Wealth (CWM LLC)
ACMR icon

Carson Wealth (CWM LLC)’s ACM Research ACMR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ACMR Stock Details ACMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$809K Sell
20,566
-37
-0.2% -$1.96K ﹤0.01% 1677
2025
Q4 		$813K Sell
20,603
-152
-0.7% -$5.66K ﹤0.01% 1621
2025
Q3 		$812K Sell
20,755
-507
-2% -$15.1K ﹤0.01% 1526
2025
Q2 		$551K Buy
21,262
+9,931
+88% +$223K ﹤0.01% 1546
2025
Q1 		$264K Buy
11,331
+7,875
+228% +$180K ﹤0.01% 1748
2024
Q4 		$52K Sell
3,456
-952
-22% -$17.2K ﹤0.01% 2762
2024
Q3 		$89K Buy
4,408
+2,478
+128% +$47.5K ﹤0.01% 2272
2024
Q2 		$45K Buy
1,930
+1,444
+297% +$36.5K ﹤0.01% 2537
2024
Q1 		$14K Buy
486
+252
+108% +$5.77K ﹤0.01% 3118
2023
Q4 		$5K Sell
234
-624
-73% -$10.9K ﹤0.01% 3474
2023
Q3 		$16K Buy
858
+799
+1,354% +$11.9K ﹤0.01% 2816
2023
Q2 		$1K Hold
59
– – ﹤0.01% 3885
2023
Q1 		$1K Hold
59
– – ﹤0.01% 3752
2022
Q4 		$0 Buy
59
+46
+354% +$390 ﹤0.01% 3939
2022
Q3 		$0 Buy
+13
New +$211 ﹤0.01% 3870

Other funds holding ACMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its ACM Research (ACMR) stake by 0.18% in Q1 2026, selling an estimated $1.96K and leaving 20,566 shares worth $809K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Carson Wealth (CWM LLC) first reported a position in ACMR in Q3 2022 and has held it in 15 quarters since. The position peaked at $813K in Q4 2025. 300 funds tracked by Wall St. Rank hold ACMR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,566 shares of ACM Research worth $809K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 37 ACM Research shares in Q1 2026, an estimated $1.96K.
  • ACM Research made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1677 holding.
  • Carson Wealth (CWM LLC) first reported a position in ACM Research in Q3 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s ACM Research position peaked at $813K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held ACM Research as of Q1 2026.

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