Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Ichor Holdings ICHR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ICHR Stock Details ICHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$98.5K Buy
2,113
+919
+77% +$35.7K ﹤0.01% 3287
2025
Q4 		$22K Sell
1,194
-874
-42% -$16.2K ﹤0.01% 4118
2025
Q3 		$36K Sell
2,068
-2,464
-54% -$46.8K ﹤0.01% 3764
2025
Q2 		$89K Buy
4,532
+2,328
+106% +$42.6K ﹤0.01% 2824
2025
Q1 		$50K Sell
2,204
-1,845
-46% -$54.4K ﹤0.01% 2996
2024
Q4 		$130K Buy
4,049
+432
+12% +$13.4K ﹤0.01% 2110
2024
Q3 		$115K Buy
3,617
+2,077
+135% +$67.3K ﹤0.01% 2117
2024
Q2 		$59K Buy
1,540
+517
+51% +$19.7K ﹤0.01% 2352
2024
Q1 		$40K Sell
1,023
-77
-7% -$2.98K ﹤0.01% 2451
2023
Q4 		$37K Buy
1,100
+512
+87% +$14.2K ﹤0.01% 2361
2023
Q3 		$18K Buy
588
+7
+1% +$240 ﹤0.01% 2744
2023
Q2 		$22K Buy
581
+166
+40% +$5.18K ﹤0.01% 2576
2023
Q1 		$14K Sell
415
-61
-13% -$1.96K ﹤0.01% 2739
2022
Q4 		$13K Buy
476
+176
+59% +$4.7K ﹤0.01% 2648
2022
Q3 		$7K Sell
300
-32
-10% -$947 ﹤0.01% 2898
2022
Q2 		$9K Buy
332
+144
+77% +$4.17K ﹤0.01% 2639
2022
Q1 		$7K Hold
188
– – ﹤0.01% 2684
2021
Q4 		$9K Buy
+188
New +$8.33K ﹤0.01% 2413

Other funds holding ICHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Ichor Holdings (ICHR) stake by 77% in Q1 2026, buying an estimated $35.7K and bringing the position to 2,113 shares worth $98.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3287.

Carson Wealth (CWM LLC) first reported a position in ICHR in Q4 2021 and has held it in 18 quarters since. The position peaked at $130K in Q4 2024. 251 funds tracked by Wall St. Rank hold ICHR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,113 shares of Ichor Holdings worth $98.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 919 Ichor Holdings shares in Q1 2026, an estimated $35.7K.
  • Ichor Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3287 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ichor Holdings in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Ichor Holdings position peaked at $130K in Q4 2024.
  • 251 funds tracked by Wall St. Rank held Ichor Holdings as of Q1 2026.

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