Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Silicon Motion SIMO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SIMO Stock Details SIMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$248 Hold
2
– – ﹤0.01% 5518
2025
Q4 		$0 Hold
2
– – ﹤0.01% 5610
2025
Q3 		$0 Hold
2
– – ﹤0.01% 5512
2025
Q2 		$0 Hold
2
– – ﹤0.01% 5282
2025
Q1 		$0 Sell
2
-8
-80% -$433 ﹤0.01% 5183
2024
Q4 		$1K Buy
10
+8
+400% +$448 ﹤0.01% 4800
2024
Q3 		$0 Sell
2
-29
-94% -$1.91K ﹤0.01% 5117
2024
Q2 		$3K Hold
31
– – ﹤0.01% 4123
2024
Q1 		$2K Hold
31
– – ﹤0.01% 4034
2023
Q4 		$2K Sell
31
-250
-89% -$14.3K ﹤0.01% 3844
2023
Q3 		$14K Buy
281
+253
+904% +$14.4K ﹤0.01% 2943
2023
Q2 		$2K Hold
28
– – ﹤0.01% 3847
2023
Q1 		$2K Sell
28
-177
-86% -$11.6K ﹤0.01% 3694
2022
Q4 		$13K Buy
205
+150
+273% +$9.2K ﹤0.01% 2665
2022
Q3 		$4K Hold
55
– – ﹤0.01% 3212
2022
Q2 		$5K Buy
55
+28
+104% +$2.36K ﹤0.01% 3010
2022
Q1 		$2K Sell
27
-14
-34% -$1.09K ﹤0.01% 3222
2021
Q4 		$4K Buy
+41
New +$3.09K ﹤0.01% 2881
2021
Q2 		$3K Hold
41
– – ﹤0.01% 2559
2021
Q1 		$3K Hold
41
– – ﹤0.01% 2558
2020
Q4 		$3K Hold
41
– – ﹤0.01% 2558
2020
Q3 		$3K Hold
41
– – ﹤0.01% 2557
2020
Q2 		$3K Hold
41
– – ﹤0.01% 2556
2020
Q1 		$3K Hold
41
– – ﹤0.01% 2554
2019
Q4 		$3K Hold
41
– – ﹤0.01% 2553
2019
Q3 		$3K Hold
41
– – ﹤0.01% 2553
2019
Q2 		$3K Hold
41
– – ﹤0.01% 2553
2019
Q1 		$3K Buy
41
+12
+41% +$468 ﹤0.01% 2553
2018
Q4 		$1K Sell
29
-20
-41% -$782 ﹤0.01% 1985
2018
Q3 		$3K Hold
49
– – ﹤0.01% 1476
2018
Q2 		$3K Buy
+49
New +$2.4K ﹤0.01% 1310

Other funds holding SIMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
ACM
Analog Century Management New York $2.73B AUM 298.81% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Silicon Motion (SIMO) position steady in Q1 2026 at 2 shares worth $248. The position accounts for ﹤0.01% of the portfolio, ranked #5518.

Carson Wealth (CWM LLC) first reported a position in SIMO in Q2 2018 and has held it in 31 quarters since. The position peaked at $14K in Q3 2023. 274 funds tracked by Wall St. Rank hold SIMO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2 shares of Silicon Motion worth $248 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Silicon Motion share count unchanged in Q1 2026.
  • Silicon Motion made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5518 holding.
  • Carson Wealth (CWM LLC) first reported a position in Silicon Motion in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s Silicon Motion position peaked at $14K in Q3 2023.
  • 274 funds tracked by Wall St. Rank held Silicon Motion as of Q1 2026.

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