Concentrum Wealth Management’s Ichor Holdings ICHR Stock Holding History

Concentrum Wealth Management’s Portfolio ICHR Stock Details ICHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$303K	Buy	+6,500	New	+$253K	0.09%	84
2025 Q1	–	Sell	-6,500	Closed	-$209K	–	79
2024 Q4	$209K	Hold	6,500	–	–	0.07%	78
2024 Q3	$207K	Hold	6,500	–	–	0.08%	69
2024 Q2	$251K	Hold	6,500	–	–	0.11%	63
2024 Q1	$251K	Hold	6,500	–	–	0.12%	57
2023 Q4	$219K	Hold	6,500	–	–	0.11%	61
2023 Q3	$201K	Hold	6,500	–	–	0.12%	58
2023 Q2	$244K	Hold	6,500	–	–	0.16%	52
2023 Q1	$213K	Buy	+6,500	New	+$209K	0.16%	57
2022 Q2	–	Sell	-6,500	Closed	-$232K	–	60
2022 Q1	$232K	Hold	6,500	–	–	0.14%	57
2021 Q4	$299K	Hold	6,500	–	–	0.16%	52
2021 Q3	$267K	Hold	6,500	–	–	0.17%	51
2021 Q2	$350K	Hold	6,500	–	–	0.22%	42
2021 Q1	$350K	Buy	+6,500	New	+$277K	0.26%	36
2020 Q1	–	Sell	-6,500	Closed	-$216K	–	41
2019 Q4	$216K	Buy	+6,500	New	+$194K	0.24%	43

Other funds holding ICHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concentrum Wealth Management's ICHR Position: Q1 2026 in Review

Concentrum Wealth Management opened a new position in Ichor Holdings (ICHR) in Q1 2026: 6,500 shares worth $303K. The stake represents 0.09% of the portfolio and ranks #84 among its holdings. This is a return to the name: Concentrum Wealth Management previously reported a position in ICHR as recently as Q4 2024.

Concentrum Wealth Management first reported a position in ICHR in Q4 2019 and has held it in 15 quarters since. The position peaked at $350K in Q2 2021. 251 funds tracked by Wall St. Rank hold ICHR as of Q1 2026.

Concentrum Wealth Management held 6,500 shares of Ichor Holdings worth $303K as of Q1 2026.
Ichor Holdings was a new Concentrum Wealth Management position in Q1 2026.
Ichor Holdings made up 0.09% of Concentrum Wealth Management's portfolio in Q1 2026, its #84 holding.
Concentrum Wealth Management first reported a position in Ichor Holdings in Q4 2019 and has held it in 15 quarters since.
Concentrum Wealth Management's Ichor Holdings position peaked at $350K in Q2 2021.
251 funds tracked by Wall St. Rank held Ichor Holdings as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.