Carson Wealth (CWM LLC)
INGM

Carson Wealth (CWM LLC)’s Ingram Micro Holding INGM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio INGM Stock Details INGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$197K Buy
8,468
+4,324
+104% +$94K ﹤0.01% 2756
2025
Q4 		$88K Buy
4,144
+705
+21% +$15.3K ﹤0.01% 3169
2025
Q3 		$74K Buy
3,439
+106
+3% +$2.15K ﹤0.01% 3213
2025
Q2 		$69K Buy
3,333
+1,856
+126% +$34.6K ﹤0.01% 3023
2025
Q1 		$26K Buy
+1,477
New +$31.5K ﹤0.01% 3501

Other funds holding INGM

PEA
Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Ingram Micro Holding (INGM) stake by 104% in Q1 2026, buying an estimated $94K and bringing the position to 8,468 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #2756.

Carson Wealth (CWM LLC) first reported a position in INGM in Q1 2025 and has held it in 5 quarters since. 173 funds tracked by Wall St. Rank hold INGM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,468 shares of Ingram Micro Holding worth $197K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,324 Ingram Micro Holding shares in Q1 2026, an estimated $94K.
  • Ingram Micro Holding made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2756 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ingram Micro Holding in Q1 2025 and has held it in 5 quarters since.
  • 173 funds tracked by Wall St. Rank held Ingram Micro Holding as of Q1 2026.

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