Bell & Brown Wealth Advisors’s ImmunityBio IBRX Stock Holding History

Bell & Brown Wealth Advisors’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 Q1	$576K	Sell	75,050 -7,600	-9%	-$52K	0.19%	59
2025 Q4	$164K	Sell	82,650 -100	-0.1%	-$227	0.05%	71
2025 Q3	$204K	Buy	82,750 +5,000	+6%	+$12.9K	0.07%	71
2025 Q2	$205K	Buy	77,750 +19,050	+32%	+$51.2K	0.07%	67
2025 Q1	$177K	Buy	58,700 +17,300	+42%	+$52.4K	0.07%	68
2024 Q4	$106K	Buy	41,400 +4,500	+12%	+$18.7K	0.04%	71
2024 Q3	$137K	Buy	36,900 +2,500	+7%	+$11.6K	0.05%	71
2024 Q2	$217K	Buy	34,400 +100	+0.3%	+$659	0.08%	65
2024 Q1	$184K	Sell	34,300 -100	-0.3%	-$453	0.08%	68
2023 Q4	$173K	Buy	+34,400	New	+$108K	0.08%	74
2023 Q2	$55.9K	Buy	+20,100	New	+$56.8K	0.03%	70

Other funds holding IBRX

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Bell & Brown Wealth Advisors's IBRX Position: Q1 2026 in Review

Bell & Brown Wealth Advisors reduced its ImmunityBio (IBRX) stake by 9.2% in Q1 2026, selling an estimated $52K and leaving 75,050 shares worth $576K. The position accounts for 0.19% of the portfolio, ranked #59.

Bell & Brown Wealth Advisors first reported a position in IBRX in Q2 2023 and has held it in 11 quarters since. 386 funds tracked by Wall St. Rank hold IBRX as of Q1 2026.

Bell & Brown Wealth Advisors held 75,050 shares of ImmunityBio worth $576K as of Q1 2026.
Bell & Brown Wealth Advisors sold 7,600 ImmunityBio shares in Q1 2026, an estimated $52K.
ImmunityBio made up 0.19% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #59 holding.
Bell & Brown Wealth Advisors first reported a position in ImmunityBio in Q2 2023 and has held it in 11 quarters since.
386 funds tracked by Wall St. Rank held ImmunityBio as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.