Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Amkor Technology AMKR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AMKR Stock Details AMKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.65M Buy
103,263
+6,089
+6% +$292K 0.01% 845
2025
Q4 		$3.84M Buy
97,174
+74
+0.1% +$2.63K 0.01% 880
2025
Q3 		$2.76M Buy
97,100
+45,160
+87% +$1.09M 0.01% 956
2025
Q2 		$1.09M Buy
51,940
+23,914
+85% +$441K ﹤0.01% 1205
2025
Q1 		$506K Buy
28,026
+18,139
+183% +$410K ﹤0.01% 1436
2024
Q4 		$254K Sell
9,887
-4,976
-33% -$137K ﹤0.01% 1686
2024
Q3 		$455K Buy
14,863
+12,504
+530% +$426K ﹤0.01% 1352
2024
Q2 		$94K Buy
2,359
+309
+15% +$10.2K ﹤0.01% 2004
2024
Q1 		$66K Sell
2,050
-791
-28% -$25.1K ﹤0.01% 2118
2023
Q4 		$95K Sell
2,841
-820
-22% -$21.6K ﹤0.01% 1798
2023
Q3 		$83K Buy
3,661
+1,640
+81% +$43.2K ﹤0.01% 1742
2023
Q2 		$60K Buy
2,021
+146
+8% +$3.55K ﹤0.01% 1851
2023
Q1 		$49K Sell
1,875
-170
-8% -$4.65K ﹤0.01% 1882
2022
Q4 		$49K Sell
2,045
-156
-7% -$3.62K ﹤0.01% 1742
2022
Q3 		$38K Buy
2,201
+624
+40% +$12K ﹤0.01% 1795
2022
Q2 		$27K Buy
1,577
+353
+29% +$6.71K ﹤0.01% 1938
2022
Q1 		$27K Buy
1,224
+369
+43% +$8.35K ﹤0.01% 1888
2021
Q4 		$21K Buy
+855
New +$19.9K ﹤0.01% 1958
2021
Q2 		$20K Hold
855
– – ﹤0.01% 1785
2021
Q1 		$20K Hold
855
– – ﹤0.01% 1785
2020
Q4 		$20K Hold
855
– – ﹤0.01% 1785
2020
Q3 		$20K Hold
855
– – ﹤0.01% 1785
2020
Q2 		$20K Hold
855
– – ﹤0.01% 1785
2020
Q1 		$20K Hold
855
– – ﹤0.01% 1785
2019
Q4 		$20K Hold
855
– – ﹤0.01% 1785
2019
Q3 		$20K Hold
855
– – ﹤0.01% 1785
2019
Q2 		$20K Hold
855
– – ﹤0.01% 1785
2019
Q1 		$20K Buy
+855
New +$7.07K ﹤0.01% 1785

Other funds holding AMKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Amkor Technology (AMKR) stake by 6.3% in Q1 2026, buying an estimated $292K and bringing the position to 103,263 shares worth $4.65M. The position accounts for 0.01% of the portfolio, ranked #845.

Carson Wealth (CWM LLC) first reported a position in AMKR in Q1 2019 and has held it in 28 quarters since. 531 funds tracked by Wall St. Rank hold AMKR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 103,263 shares of Amkor Technology worth $4.65M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,089 Amkor Technology shares in Q1 2026, an estimated $292K.
  • Amkor Technology made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #845 holding.
  • Carson Wealth (CWM LLC) first reported a position in Amkor Technology in Q1 2019 and has held it in 28 quarters since.
  • 531 funds tracked by Wall St. Rank held Amkor Technology as of Q1 2026.

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