Carson Wealth (CWM LLC)
ATKR icon

Carson Wealth (CWM LLC)’s Atkore ATKR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ATKR Stock Details ATKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.9K Sell
355
-116
-25% -$7.54K ﹤0.01% 4382
2025
Q4 		$30K Sell
471
-83
-15% -$5.42K ﹤0.01% 3944
2025
Q3 		$35K Sell
554
-5,803
-91% -$378K ﹤0.01% 3775
2025
Q2 		$448K Buy
6,357
+792
+14% +$51.4K ﹤0.01% 1638
2025
Q1 		$334K Buy
5,565
+5,036
+952% +$360K ﹤0.01% 1613
2024
Q4 		$44K Buy
529
+69
+15% +$6.08K ﹤0.01% 2889
2024
Q3 		$39K Buy
460
+282
+158% +$30.6K ﹤0.01% 2877
2024
Q2 		$24K Buy
178
+38
+27% +$6.05K ﹤0.01% 2985
2024
Q1 		$27K Buy
140
+83
+146% +$13.3K ﹤0.01% 2695
2023
Q4 		$9K Buy
57
+33
+138% +$4.55K ﹤0.01% 3222
2023
Q3 		$4K Sell
24
-125
-84% -$18.9K ﹤0.01% 3527
2023
Q2 		$23K Sell
149
-147
-50% -$19.3K ﹤0.01% 2533
2023
Q1 		$42K Buy
296
+170
+135% +$23K ﹤0.01% 1982
2022
Q4 		$14K Buy
126
+122
+3,050% +$12.8K ﹤0.01% 2592
2022
Q3 		$0 Sell
4
-241
-98% -$20.8K ﹤0.01% 3895
2022
Q2 		$20K Buy
245
+194
+380% +$19.3K ﹤0.01% 2098
2022
Q1 		$5K Buy
+51
New +$5.29K ﹤0.01% 2806
2019
Q1 		– Sell
-48
Closed -$1K – 2940
2018
Q4 		$1K Buy
+48
New +$1K ﹤0.01% 1836

Other funds holding ATKR

GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Atkore (ATKR) stake by 25% in Q1 2026, selling an estimated $7.54K and leaving 355 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4382.

Carson Wealth (CWM LLC) first reported a position in ATKR in Q4 2018 and has held it in 18 quarters since. The position peaked at $448K in Q2 2025. 303 funds tracked by Wall St. Rank hold ATKR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 355 shares of Atkore worth $20.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 116 Atkore shares in Q1 2026, an estimated $7.54K.
  • Atkore made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4382 holding.
  • Carson Wealth (CWM LLC) first reported a position in Atkore in Q4 2018 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Atkore position peaked at $448K in Q2 2025.
  • 303 funds tracked by Wall St. Rank held Atkore as of Q1 2026.

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