Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Semtech SMTC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SMTC Stock Details SMTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$229K Buy
2,973
+94
+3% +$7.73K ﹤0.01% 2617
2025
Q4 		$212K Buy
2,879
+116
+4% +$8.23K ﹤0.01% 2523
2025
Q3 		$197K Sell
2,763
-75
-3% -$4.07K ﹤0.01% 2457
2025
Q2 		$128K Sell
2,838
-913
-24% -$32.5K ﹤0.01% 2514
2025
Q1 		$129K Buy
3,751
+709
+23% +$35K ﹤0.01% 2219
2024
Q4 		$188K Sell
3,042
-188
-6% -$9.93K ﹤0.01% 1861
2024
Q3 		$147K Buy
3,230
+818
+34% +$30.1K ﹤0.01% 1942
2024
Q2 		$72K Buy
2,412
+1,384
+135% +$48.4K ﹤0.01% 2214
2024
Q1 		$28K Buy
1,028
+157
+18% +$3.35K ﹤0.01% 2685
2023
Q4 		$19K Sell
871
-596
-41% -$11.1K ﹤0.01% 2815
2023
Q3 		$38K Sell
1,467
-11
-0.7% -$289 ﹤0.01% 2254
2023
Q2 		$38K Sell
1,478
-627
-30% -$13.5K ﹤0.01% 2190
2023
Q1 		$51K Buy
2,105
+271
+15% +$8.47K ﹤0.01% 1867
2022
Q4 		$53K Sell
1,834
-3,610
-66% -$102K ﹤0.01% 1702
2022
Q3 		$160K Buy
5,444
+4,859
+831% +$228K ﹤0.01% 1136
2022
Q2 		$32K Buy
585
+331
+130% +$20K ﹤0.01% 1854
2022
Q1 		$18K Buy
254
+155
+157% +$11.1K ﹤0.01% 2148
2021
Q4 		$9K Buy
+99
New +$8.43K ﹤0.01% 2433
2021
Q2 		$5K Hold
70
– – ﹤0.01% 2376
2021
Q1 		$5K Hold
70
– – ﹤0.01% 2376
2020
Q4 		$5K Hold
70
– – ﹤0.01% 2376
2020
Q3 		$5K Hold
70
– – ﹤0.01% 2376
2020
Q2 		$5K Hold
70
– – ﹤0.01% 2373
2020
Q1 		$5K Hold
70
– – ﹤0.01% 2373
2019
Q4 		$5K Hold
70
– – ﹤0.01% 2373
2019
Q3 		$5K Hold
70
– – ﹤0.01% 2373
2019
Q2 		$5K Hold
70
– – ﹤0.01% 2373
2019
Q1 		$5K Buy
+70
New +$3.62K ﹤0.01% 2372

Other funds holding SMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Semtech (SMTC) stake by 3.3% in Q1 2026, buying an estimated $7.73K and bringing the position to 2,973 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #2617.

Carson Wealth (CWM LLC) first reported a position in SMTC in Q1 2019 and has held it in 28 quarters since. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,973 shares of Semtech worth $229K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 94 Semtech shares in Q1 2026, an estimated $7.73K.
  • Semtech made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2617 holding.
  • Carson Wealth (CWM LLC) first reported a position in Semtech in Q1 2019 and has held it in 28 quarters since.
  • 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

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