Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s GlobalFoundries GFS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GFS Stock Details GFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.23M Buy
72,513
+6,275
+9% +$277K 0.01% 999
2025
Q4 		$2.31M Buy
66,238
+15,295
+30% +$544K 0.01% 1089
2025
Q3 		$1.83M Buy
50,943
+46,198
+974% +$1.65M 0.01% 1125
2025
Q2 		$181K Buy
4,745
+3,592
+312% +$130K ﹤0.01% 2261
2025
Q1 		$43K Sell
1,153
-931
-45% -$37.6K ﹤0.01% 3097
2024
Q4 		$89K Buy
2,084
+763
+58% +$32K ﹤0.01% 2363
2024
Q3 		$53K Sell
1,321
-18
-1% -$835 ﹤0.01% 2640
2024
Q2 		$68K Buy
1,339
+373
+39% +$18.7K ﹤0.01% 2245
2024
Q1 		$50K Buy
966
+58
+6% +$3.18K ﹤0.01% 2294
2023
Q4 		$55K Sell
908
-101
-10% -$5.6K ﹤0.01% 2114
2023
Q3 		$59K Buy
1,009
+38
+4% +$2.25K ﹤0.01% 1963
2023
Q2 		$63K Sell
971
-18
-2% -$1.09K ﹤0.01% 1831
2023
Q1 		$71K Sell
989
-36
-4% -$2.27K ﹤0.01% 1675
2022
Q4 		$55K Buy
1,025
+278
+37% +$16.2K ﹤0.01% 1677
2022
Q3 		$36K Buy
747
+194
+35% +$10.4K ﹤0.01% 1831
2022
Q2 		$22K Buy
+553
New +$29.2K ﹤0.01% 2050
2022
Q1 		– Sell
-60
Closed -$4K – 3637
2021
Q4 		$4K Buy
+60
New +$3.72K ﹤0.01% 2825

Other funds holding GFS

MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its GlobalFoundries (GFS) stake by 9.5% in Q1 2026, buying an estimated $277K and bringing the position to 72,513 shares worth $3.23M. The position accounts for 0.01% of the portfolio, ranked #999.

Carson Wealth (CWM LLC) first reported a position in GFS in Q4 2021 and has held it in 17 quarters since. 347 funds tracked by Wall St. Rank hold GFS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 72,513 shares of GlobalFoundries worth $3.23M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,275 GlobalFoundries shares in Q1 2026, an estimated $277K.
  • GlobalFoundries made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #999 holding.
  • Carson Wealth (CWM LLC) first reported a position in GlobalFoundries in Q4 2021 and has held it in 17 quarters since.
  • 347 funds tracked by Wall St. Rank held GlobalFoundries as of Q1 2026.

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