CMBA
PHAT icon

C.M. Bidwell & Associates’s Phathom Pharmaceuticals PHAT Stock Holding History

C.M. Bidwell & Associates’s Portfolio PHAT Stock Details PHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-590
Closed -$6.55K – 533
2026
Q1 		$6.55K Sell
590
-263
-31% -$3.32K ﹤0.01% 301
2025
Q4 		$14.2K Sell
853
-269
-24% -$3.84K 0.01% 272
2025
Q3 		$13.2K Hold
1,122
– – 0.01% 276
2025
Q2 		$10.8K Buy
+1,122
New +$6.21K 0.01% 277

Other funds holding PHAT

FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
MVM
Medicxi Ventures Management St. Helier, Jersey $177M AUM 212.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

C.M. Bidwell & Associates's PHAT Position: Q2 2026 in Review

C.M. Bidwell & Associates sold out of Phathom Pharmaceuticals (PHAT) in Q2 2026, closing a stake of 590 shares — an estimated $6.55K sold.

C.M. Bidwell & Associates first reported a position in PHAT in Q2 2025 and held it in 4 quarters. The position peaked at $14.2K in Q4 2025. 162 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

  • C.M. Bidwell & Associates reported no remaining Phathom Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 590 Phathom Pharmaceuticals shares in Q2 2026, an estimated $6.55K.
  • C.M. Bidwell & Associates first reported a position in Phathom Pharmaceuticals in Q2 2025 and held it in 4 quarters.
  • C.M. Bidwell & Associates's Phathom Pharmaceuticals position peaked at $14.2K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.