Carson Wealth (CWM LLC)
FORM icon

Carson Wealth (CWM LLC)’s FormFactor FORM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FORM Stock Details FORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.27M Sell
13,126
-184
-1% -$15.8K ﹤0.01% 1410
2025
Q4 		$742K Buy
13,310
+114
+0.9% +$5.74K ﹤0.01% 1673
2025
Q3 		$481K Sell
13,196
-6,127
-32% -$197K ﹤0.01% 1829
2025
Q2 		$665K Buy
19,323
+17,020
+739% +$517K ﹤0.01% 1463
2025
Q1 		$65K Buy
2,303
+382
+20% +$14K ﹤0.01% 2753
2024
Q4 		$85K Sell
1,921
-946
-33% -$40.7K ﹤0.01% 2394
2024
Q3 		$132K Buy
2,867
+1,044
+57% +$52.1K ﹤0.01% 2012
2024
Q2 		$110K Buy
1,823
+370
+25% +$19.3K ﹤0.01% 1908
2024
Q1 		$66K Sell
1,453
-496
-25% -$20.7K ﹤0.01% 2121
2023
Q4 		$81K Sell
1,949
-812
-29% -$29.7K ﹤0.01% 1879
2023
Q3 		$96K Buy
2,761
+1,530
+124% +$51.4K ﹤0.01% 1650
2023
Q2 		$42K Buy
1,231
+16
+1% +$478 ﹤0.01% 2106
2023
Q1 		$39K Sell
1,215
-346
-22% -$9.91K ﹤0.01% 2041
2022
Q4 		$35K Buy
1,561
+477
+44% +$11.1K ﹤0.01% 1974
2022
Q3 		$27K Buy
1,084
+719
+197% +$23.3K ﹤0.01% 2023
2022
Q2 		$14K Sell
365
-258
-41% -$9.95K ﹤0.01% 2359
2022
Q1 		$26K Buy
623
+492
+376% +$20.5K ﹤0.01% 1915
2021
Q4 		$6K Buy
+131
New +$5.36K ﹤0.01% 2631

Other funds holding FORM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its FormFactor (FORM) stake by 1.4% in Q1 2026, selling an estimated $15.8K and leaving 13,126 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Carson Wealth (CWM LLC) first reported a position in FORM in Q4 2021 and has held it in 18 quarters since. 395 funds tracked by Wall St. Rank hold FORM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,126 shares of FormFactor worth $1.27M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 184 FormFactor shares in Q1 2026, an estimated $15.8K.
  • FormFactor made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1410 holding.
  • Carson Wealth (CWM LLC) first reported a position in FormFactor in Q4 2021 and has held it in 18 quarters since.
  • 395 funds tracked by Wall St. Rank held FormFactor as of Q1 2026.

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