Carson Wealth (CWM LLC)
ATEX icon

Carson Wealth (CWM LLC)’s Anterix ATEX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ATEX Stock Details ATEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.6K Buy
512
+190
+59% +$6.01K ﹤0.01% 4431
2025
Q4 		$7K Sell
322
-492
-60% -$10.2K ﹤0.01% 4684
2025
Q3 		$17K Buy
814
+651
+399% +$14.6K ﹤0.01% 4205
2025
Q2 		$4K Sell
163
-76
-32% -$2.22K ﹤0.01% 4659
2025
Q1 		$9K Sell
239
-241
-50% -$8.29K ﹤0.01% 4135
2024
Q4 		$15K Sell
480
-56
-10% -$1.86K ﹤0.01% 3616
2024
Q3 		$20K Sell
536
-136
-20% -$5.24K ﹤0.01% 3340
2024
Q2 		$27K Buy
672
+9
+1% +$291 ﹤0.01% 2906
2024
Q1 		$22K Sell
663
-31
-4% -$1.04K ﹤0.01% 2815
2023
Q4 		$23K Sell
694
-302
-30% -$9.74K ﹤0.01% 2674
2023
Q3 		$31K Buy
996
+156
+19% +$4.91K ﹤0.01% 2377
2023
Q2 		$27K Buy
840
+679
+422% +$21.9K ﹤0.01% 2425
2023
Q1 		$5K Buy
161
+78
+94% +$2.56K ﹤0.01% 3261
2022
Q4 		$3K Sell
83
-239
-74% -$8.14K ﹤0.01% 3372
2022
Q3 		$12K Buy
+322
New +$13.4K ﹤0.01% 2547
2022
Q1 		– Sell
-2
Closed – – 3514
2021
Q4 		$0 Buy
+2
New +$121 ﹤0.01% 3485

Other funds holding ATEX

OCAM
Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
PM
Plustick Management Charlottesville, Virginia $207M AUM 253.94% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Anterix (ATEX) stake by 59% in Q1 2026, buying an estimated $6.01K and bringing the position to 512 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4431.

Carson Wealth (CWM LLC) first reported a position in ATEX in Q4 2021 and has held it in 16 quarters since. The position peaked at $31K in Q3 2023. 132 funds tracked by Wall St. Rank hold ATEX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 512 shares of Anterix worth $19.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 190 Anterix shares in Q1 2026, an estimated $6.01K.
  • Anterix made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4431 holding.
  • Carson Wealth (CWM LLC) first reported a position in Anterix in Q4 2021 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Anterix position peaked at $31K in Q3 2023.
  • 132 funds tracked by Wall St. Rank held Anterix as of Q1 2026.

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