Accurate Wealth Management’s ImmunityBio IBRX Stock Holding History

Accurate Wealth Management’s Portfolio IBRX Stock Details IBRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$626K	Buy	70,643 +17	+0%	+$129	0.06%	299
2026 Q1	$528K	Sell	70,626 -489,374	-87%	-$3.35M	0.06%	301
2025 Q4	$1.3M	Hold	560,000	–	–	0.17%	138
2025 Q3	$1.41M	Hold	560,000	–	–	0.19%	127
2025 Q2	$1.61M	Hold	560,000	–	–	0.25%	105
2025 Q1	$1.47M	Hold	560,000	–	–	0.28%	86
2024 Q4	$1.36M	Hold	560,000	–	–	0.26%	98
2024 Q3	$2.07M	Hold	560,000	–	–	0.42%	63
2024 Q2	$3.56M	Buy	+560,000	New	+$3.69M	0.85%	26

Other funds holding IBRX

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

DKCM

Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Accurate Wealth Management's IBRX Position: Q2 2026 in Review

Accurate Wealth Management increased its ImmunityBio (IBRX) stake by 0.02% in Q2 2026, buying an estimated $129 and bringing the position to 70,643 shares worth $626K. The position accounts for 0.06% of the portfolio, ranked #299.

Accurate Wealth Management first reported a position in IBRX in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.56M in Q2 2024. 48 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

Accurate Wealth Management held 70,643 shares of ImmunityBio worth $626K as of Q2 2026.
Accurate Wealth Management bought 17 ImmunityBio shares in Q2 2026, an estimated $129.
ImmunityBio made up 0.06% of Accurate Wealth Management's portfolio in Q2 2026, its #299 holding.
Accurate Wealth Management first reported a position in ImmunityBio in Q2 2024 and has held it in 9 quarters since.
Accurate Wealth Management's ImmunityBio position peaked at $3.56M in Q2 2024.
48 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.