Carson Wealth (CWM LLC)
PLAB icon

Carson Wealth (CWM LLC)’s Photronics PLAB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PLAB Stock Details PLAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$613K Buy
15,165
+5,502
+57% +$199K ﹤0.01% 1868
2025
Q4 		$309K Buy
9,663
+1,068
+12% +$27.6K ﹤0.01% 2237
2025
Q3 		$197K Buy
8,595
+2,127
+33% +$45.5K ﹤0.01% 2456
2025
Q2 		$122K Sell
6,468
-287
-4% -$5.37K ﹤0.01% 2557
2025
Q1 		$140K Buy
6,755
+1,793
+36% +$39.9K ﹤0.01% 2158
2024
Q4 		$117K Sell
4,962
-494
-9% -$12.1K ﹤0.01% 2185
2024
Q3 		$135K Buy
5,456
+2,162
+66% +$52.3K ﹤0.01% 2002
2024
Q2 		$81K Buy
3,294
+2,003
+155% +$54.3K ﹤0.01% 2120
2024
Q1 		$37K Buy
1,291
+250
+24% +$7.44K ﹤0.01% 2503
2023
Q4 		$33K Sell
1,041
-175
-14% -$3.89K ﹤0.01% 2449
2023
Q3 		$25K Sell
1,216
-455
-27% -$10.6K ﹤0.01% 2535
2023
Q2 		$43K Sell
1,671
-1,045
-38% -$19.4K ﹤0.01% 2097
2023
Q1 		$45K Buy
2,716
+417
+18% +$7.33K ﹤0.01% 1936
2022
Q4 		$39K Buy
2,299
+450
+24% +$7.67K ﹤0.01% 1900
2022
Q3 		$27K Buy
1,849
+828
+81% +$16.3K ﹤0.01% 2028
2022
Q2 		$20K Buy
1,021
+22
+2% +$385 ﹤0.01% 2118
2022
Q1 		$17K Hold
999
– – ﹤0.01% 2186
2021
Q4 		$19K Buy
+999
New +$14.6K ﹤0.01% 2027
2021
Q2 		$9K Hold
700
– – ﹤0.01% 2154
2021
Q1 		$9K Hold
700
– – ﹤0.01% 2154
2020
Q4 		$9K Hold
700
– – ﹤0.01% 2154
2020
Q3 		$9K Hold
700
– – ﹤0.01% 2154
2020
Q2 		$9K Hold
700
– – ﹤0.01% 2154
2020
Q1 		$9K Hold
700
– – ﹤0.01% 2153
2019
Q4 		$9K Hold
700
– – ﹤0.01% 2153
2019
Q3 		$9K Hold
700
– – ﹤0.01% 2153
2019
Q2 		$9K Hold
700
– – ﹤0.01% 2152
2019
Q1 		$9K Buy
+700
New +$7.09K ﹤0.01% 2152

Other funds holding PLAB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Photronics (PLAB) stake by 57% in Q1 2026, buying an estimated $199K and bringing the position to 15,165 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #1868.

Carson Wealth (CWM LLC) first reported a position in PLAB in Q1 2019 and has held it in 28 quarters since. 330 funds tracked by Wall St. Rank hold PLAB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 15,165 shares of Photronics worth $613K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,502 Photronics shares in Q1 2026, an estimated $199K.
  • Photronics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1868 holding.
  • Carson Wealth (CWM LLC) first reported a position in Photronics in Q1 2019 and has held it in 28 quarters since.
  • 330 funds tracked by Wall St. Rank held Photronics as of Q1 2026.

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