Carson Wealth (CWM LLC)
ATR icon

Carson Wealth (CWM LLC)’s AptarGroup ATR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ATR Stock Details ATR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.05M Buy
16,285
+5,504
+51% +$717K 0.01% 1183
2025
Q4 		$1.31M Buy
10,781
+5,457
+102% +$674K ﹤0.01% 1351
2025
Q3 		$712K Buy
5,324
+3,850
+261% +$557K ﹤0.01% 1597
2025
Q2 		$231K Sell
1,474
-257
-15% -$38.8K ﹤0.01% 2051
2025
Q1 		$257K Sell
1,731
-401
-19% -$60.4K ﹤0.01% 1765
2024
Q4 		$335K Buy
2,132
+66
+3% +$11K ﹤0.01% 1531
2024
Q3 		$331K Buy
2,066
+993
+93% +$147K ﹤0.01% 1487
2024
Q2 		$151K Buy
1,073
+474
+79% +$68.6K ﹤0.01% 1732
2024
Q1 		$86K Buy
599
+59
+11% +$7.99K ﹤0.01% 1960
2023
Q4 		$67K Buy
540
+73
+16% +$9.18K ﹤0.01% 2001
2023
Q3 		$58K Buy
467
+131
+39% +$16.1K ﹤0.01% 1969
2023
Q2 		$39K Sell
336
-4
-1% -$469 ﹤0.01% 2153
2023
Q1 		$40K Buy
340
+14
+4% +$1.59K ﹤0.01% 2025
2022
Q4 		$36K Sell
326
-225
-41% -$23.1K ﹤0.01% 1952
2022
Q3 		$52K Buy
551
+203
+58% +$21.1K ﹤0.01% 1634
2022
Q2 		$36K Buy
348
+128
+58% +$14K ﹤0.01% 1775
2022
Q1 		$26K Buy
220
+37
+20% +$4.35K ﹤0.01% 1908
2021
Q4 		$22K Buy
+183
New +$22.8K ﹤0.01% 1934
2021
Q2 		$44K Hold
310
– – ﹤0.01% 1446
2021
Q1 		$44K Hold
310
– – ﹤0.01% 1446
2020
Q4 		$44K Hold
310
– – ﹤0.01% 1446
2020
Q3 		$44K Hold
310
– – ﹤0.01% 1446
2020
Q2 		$44K Hold
310
– – ﹤0.01% 1446
2020
Q1 		$44K Hold
310
– – ﹤0.01% 1446
2019
Q4 		$44K Hold
310
– – ﹤0.01% 1446
2019
Q3 		$44K Hold
310
– – ﹤0.01% 1446
2019
Q2 		$44K Hold
310
– – ﹤0.01% 1446
2019
Q1 		$44K Buy
+310
New +$31K ﹤0.01% 1446

Other funds holding ATR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its AptarGroup (ATR) stake by 51% in Q1 2026, buying an estimated $717K and bringing the position to 16,285 shares worth $2.05M. The position accounts for 0.01% of the portfolio, ranked #1183.

Carson Wealth (CWM LLC) first reported a position in ATR in Q1 2019 and has held it in 28 quarters since. 544 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 16,285 shares of AptarGroup worth $2.05M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,504 AptarGroup shares in Q1 2026, an estimated $717K.
  • AptarGroup made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1183 holding.
  • Carson Wealth (CWM LLC) first reported a position in AptarGroup in Q1 2019 and has held it in 28 quarters since.
  • 544 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

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