Carson Wealth (CWM LLC)
ATOM icon

Carson Wealth (CWM LLC)’s Atomera ATOM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ATOM Stock Details ATOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30.7K Buy
8,053
+6,858
+574% +$25.8K ﹤0.01% 4145
2025
Q4 		$3K Buy
1,195
+1,140
+2,073% +$3.44K ﹤0.01% 4947
2025
Q3 		$0 Buy
+55
New +$226 ﹤0.01% 5257
2024
Q3 		– Sell
-43
Closed – – 4814
2024
Q2 		$0 Buy
43
+39
+975% +$184 ﹤0.01% 4579
2024
Q1 		$0 Buy
+4
New +$27 ﹤0.01% 4301
2023
Q4 		– Sell
-79
Closed – – 4122
2023
Q3 		$0 Buy
79
+62
+365% +$442 ﹤0.01% 4171
2023
Q2 		$0 Buy
+17
New +$134 ﹤0.01% 4166
2022
Q4 		– Sell
-58
Closed -$1K – 3961
2022
Q3 		$1K Hold
58
– – ﹤0.01% 3597
2022
Q2 		$1K Buy
+58
New +$639 ﹤0.01% 3486
2022
Q1 		– Sell
-19
Closed – – 3515
2021
Q4 		$0 Buy
+19
New +$446 ﹤0.01% 3486

Other funds holding ATOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Atomera (ATOM) stake by 574% in Q1 2026, buying an estimated $25.8K and bringing the position to 8,053 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4145.

Carson Wealth (CWM LLC) first reported a position in ATOM in Q4 2021 and has held it in 10 quarters since. 108 funds tracked by Wall St. Rank hold ATOM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,053 shares of Atomera worth $30.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,858 Atomera shares in Q1 2026, an estimated $25.8K.
  • Atomera made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4145 holding.
  • Carson Wealth (CWM LLC) first reported a position in Atomera in Q4 2021 and has held it in 10 quarters since.
  • 108 funds tracked by Wall St. Rank held Atomera as of Q1 2026.

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