Carson Wealth (CWM LLC)’s Atmus Filtration Technologies ATMU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ATMU Stock Details ATMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$300K	Buy	5,283 +334	+7%	+$19.7K	﹤0.01%	2380
2025 Q4	$257K	Buy	4,949 +371	+8%	+$18K	﹤0.01%	2360
2025 Q3	$206K	Sell	4,578 -452	-9%	-$19K	﹤0.01%	2419
2025 Q2	$183K	Sell	5,030 -1,894	-27%	-$67.6K	﹤0.01%	2248
2025 Q1	$254K	Sell	6,924 -954	-12%	-$37.7K	﹤0.01%	1772
2024 Q4	$309K	Buy	7,878 +937	+13%	+$38K	﹤0.01%	1574
2024 Q3	$260K	Buy	6,941 +6,770	+3,959%	+$221K	﹤0.01%	1622
2024 Q2	$5K	Buy	171 +92	+116%	+$2.79K	﹤0.01%	3838
2024 Q1	$3K	Buy	79 +22	+39%	+$526	﹤0.01%	3816
2023 Q4	$1K	Buy	+57	New	+$1.22K	﹤0.01%	3890

Other funds holding ATMU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Atmus Filtration Technologies (ATMU) stake by 6.7% in Q1 2026, buying an estimated $19.7K and bringing the position to 5,283 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #2380.

Carson Wealth (CWM LLC) first reported a position in ATMU in Q4 2023 and has held it in 10 quarters since. The position peaked at $309K in Q4 2024. 351 funds tracked by Wall St. Rank hold ATMU as of Q1 2026.

Carson Wealth (CWM LLC) held 5,283 shares of Atmus Filtration Technologies worth $300K as of Q1 2026.
Carson Wealth (CWM LLC) bought 334 Atmus Filtration Technologies shares in Q1 2026, an estimated $19.7K.
Atmus Filtration Technologies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2380 holding.
Carson Wealth (CWM LLC) first reported a position in Atmus Filtration Technologies in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s Atmus Filtration Technologies position peaked at $309K in Q4 2024.
351 funds tracked by Wall St. Rank held Atmus Filtration Technologies as of Q1 2026.

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