Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ATI ATI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.3M Buy
36,466
+9,154
+34% +$1.27M 0.01% 793
2025
Q4 		$3.13M Buy
27,312
+25,430
+1,351% +$2.48M 0.01% 971
2025
Q3 		$153K Buy
1,882
+1,066
+131% +$86.4K ﹤0.01% 2655
2025
Q2 		$70K Sell
816
-591
-42% -$40.5K ﹤0.01% 3006
2025
Q1 		$73K Sell
1,407
-28,455
-95% -$1.62M ﹤0.01% 2674
2024
Q4 		$1.64M Sell
29,862
-5,312
-15% -$313K 0.01% 859
2024
Q3 		$2.35M Buy
35,174
+34,485
+5,005% +$2.14M 0.01% 649
2024
Q2 		$38K Buy
689
+74
+12% +$4.15K ﹤0.01% 2650
2024
Q1 		$31K Sell
615
-135
-18% -$6.1K ﹤0.01% 2612
2023
Q4 		$34K Sell
750
-94
-11% -$3.9K ﹤0.01% 2407
2023
Q3 		$35K Buy
844
+6
+0.7% +$267 ﹤0.01% 2302
2023
Q2 		$37K Buy
838
+58
+7% +$2.22K ﹤0.01% 2200
2023
Q1 		$31K Buy
780
+61
+8% +$2.3K ﹤0.01% 2199
2022
Q4 		$21K Sell
719
-30
-4% -$878 ﹤0.01% 2320
2022
Q3 		$20K Buy
749
+247
+49% +$6.88K ﹤0.01% 2207
2022
Q2 		$11K Sell
502
-147
-23% -$3.87K ﹤0.01% 2505
2022
Q1 		$17K Buy
649
+274
+73% +$6.35K ﹤0.01% 2164
2021
Q4 		$6K Buy
+375
New +$6.02K ﹤0.01% 2604
2018
Q1 		– Sell
-72
Closed -$2K – 1404
2017
Q4 		$2K Hold
72
– – ﹤0.01% 1252
2017
Q3 		$2K Buy
+72
New +$1.42K ﹤0.01% 1264
2014
Q1 		– Sell
-1,246
Closed -$43K – 170
2013
Q4 		$43K Buy
+1,246
New +$41K 0.01% 281

Other funds holding ATI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its ATI (ATI) stake by 34% in Q1 2026, buying an estimated $1.27M and bringing the position to 36,466 shares worth $5.3M. The position accounts for 0.01% of the portfolio, ranked #793.

Carson Wealth (CWM LLC) first reported a position in ATI in Q4 2013 and has held it in 21 quarters since. 676 funds tracked by Wall St. Rank hold ATI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 36,466 shares of ATI worth $5.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,154 ATI shares in Q1 2026, an estimated $1.27M.
  • ATI made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #793 holding.
  • Carson Wealth (CWM LLC) first reported a position in ATI in Q4 2013 and has held it in 21 quarters since.
  • 676 funds tracked by Wall St. Rank held ATI as of Q1 2026.

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