Carson Wealth (CWM LLC)’s Microchip Technology MCHP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.86M Buy
90,746
+11,407
+14% +$820K 0.02% 738
2025
Q4
$5.05M Buy
79,339
+11,754
+17% +$725K 0.01% 766
2025
Q3
$4.34M Buy
67,585
+15,754
+30% +$1.07M 0.01% 776
2025
Q2
$3.65M Buy
51,831
+11,294
+28% +$621K 0.01% 693
2025
Q1
$1.96M Buy
40,537
+3,299
+9% +$184K 0.01% 837
2024
Q4
$2.14M Buy
37,238
+4,283
+13% +$294K 0.01% 760
2024
Q3
$2.65M Buy
32,955
+403
+1% +$33.3K 0.01% 616
2024
Q2
$2.98M Buy
32,552
+8,828
+37% +$808K 0.01% 538
2024
Q1
$2.13M Buy
23,724
+4,034
+20% +$348K 0.01% 604
2023
Q4
$1.78M Sell
19,690
-2,022
-9% -$165K 0.01% 604
2023
Q3
$1.7M Buy
21,712
+1,758
+9% +$147K 0.01% 586
2023
Q2
$1.79M Buy
19,954
+4,027
+25% +$318K 0.01% 544
2023
Q1
$1.33M Buy
15,927
+522
+3% +$41.6K 0.01% 573
2022
Q4
$1.08M Sell
15,405
-2,030
-12% -$140K 0.01% 593
2022
Q3
$1.06M Buy
17,435
+2,900
+20% +$190K 0.01% 548
2022
Q2
$844K Buy
14,535
+1,027
+8% +$68K 0.01% 604
2022
Q1
$1.01M Buy
13,508
+1,672
+14% +$126K 0.01% 557
2021
Q4
$1.03M Buy
+11,836
New +$957K 0.01% 569
2021
Q2
$204K Hold
2,720
﹤0.01% 898
2021
Q1
$204K Hold
2,720
﹤0.01% 898
2020
Q4
$204K Hold
2,720
﹤0.01% 898
2020
Q3
$204K Hold
2,720
﹤0.01% 898
2020
Q2
$204K Hold
2,720
﹤0.01% 898
2020
Q1
$204K Hold
2,720
﹤0.01% 898
2019
Q4
$204K Hold
2,720
﹤0.01% 898
2019
Q3
$204K Hold
2,720
﹤0.01% 898
2019
Q2
$204K Hold
2,720
﹤0.01% 898
2019
Q1
$204K Buy
2,720
+1,172
+76% +$48.6K ﹤0.01% 898
2018
Q4
$56K Buy
1,548
+1,156
+295% +$40.8K ﹤0.01% 857
2018
Q3
$15K Buy
392
+326
+494% +$14.4K ﹤0.01% 1040
2018
Q2
$3K Hold
66
﹤0.01% 1300
2018
Q1
$3K Sell
66
-240
-78% -$11.1K ﹤0.01% 1105
2017
Q4
$13K Sell
306
-418
-58% -$18.9K ﹤0.01% 821
2017
Q3
$33K Buy
724
+246
+51% +$10.3K ﹤0.01% 603
2017
Q2
$18K Buy
478
+114
+31% +$4.48K ﹤0.01% 650
2017
Q1
$13K Buy
+364
New +$12.8K ﹤0.01% 694
2014
Q1
Sell
-42,374
Closed -$948K 352
2013
Q4
$948K Buy
42,374
+18,572
+78% +$390K 0.15% 98
2013
Q3
$479K Buy
+23,802
New +$471K 0.13% 113

Other funds holding MCHP

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

Carson Wealth (CWM LLC) increased its Microchip Technology (MCHP) stake by 14% in Q1 2026, buying an estimated $820K and bringing the position to 90,746 shares worth $5.86M. The position accounts for 0.02% of the portfolio, ranked #738.

Carson Wealth (CWM LLC) first reported a position in MCHP in Q3 2013 and has held it in 38 quarters since. 1,166 funds tracked by Wall St. Rank hold MCHP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 90,746 shares of Microchip Technology worth $5.86M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 11,407 Microchip Technology shares in Q1 2026, an estimated $820K.
  • Microchip Technology made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #738 holding.
  • Carson Wealth (CWM LLC) first reported a position in Microchip Technology in Q3 2013 and has held it in 38 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Microchip Technology as of Q1 2026.

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