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

Carson Wealth (CWM LLC)’s Portfolio MCHP Stock Details MCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-410
Closed -$48K – 351
2013
Q4 		$48K Buy
+410
New +$8.6K 0.01% 269

Other funds holding MCHP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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. 1,162 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.
  • 1,162 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.