Carson Wealth (CWM LLC)
ABUS icon

Carson Wealth (CWM LLC)’s Arbutus Biopharma ABUS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ABUS Stock Details ABUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.9K Buy
2,423
+166
+7% +$726 ﹤0.01% 4741
2025
Q4 		$11K Buy
2,257
+11
+0.5% +$49 ﹤0.01% 4482
2025
Q3 		$10K Buy
2,246
+72
+3% +$264 ﹤0.01% 4456
2025
Q2 		$7K Sell
2,174
-32
-1% -$106 ﹤0.01% 4422
2025
Q1 		$8K Sell
2,206
-232
-10% -$774 ﹤0.01% 4194
2024
Q4 		$8K Sell
2,438
-62
-2% -$228 ﹤0.01% 3959
2024
Q3 		$10K Buy
2,500
+161
+7% +$618 ﹤0.01% 3761
2024
Q2 		$7K Buy
2,339
+642
+38% +$1.93K ﹤0.01% 3694
2024
Q1 		$4K Buy
1,697
+1,554
+1,087% +$4.03K ﹤0.01% 3718
2023
Q4 		$0 Buy
143
+133
+1,330% +$260 ﹤0.01% 4092
2023
Q3 		$0 Hold
10
– – ﹤0.01% 4143
2023
Q2 		$0 Hold
10
– – ﹤0.01% 4137
2023
Q1 		$0 Hold
10
– – ﹤0.01% 4004
2022
Q4 		$0 Hold
10
– – ﹤0.01% 3934
2022
Q3 		$0 Hold
10
– – ﹤0.01% 3868
2022
Q2 		$0 Hold
10
– – ﹤0.01% 3739
2022
Q1 		$0 Hold
10
– – ﹤0.01% 3485
2021
Q4 		$0 Buy
+10
New +$39 ﹤0.01% 3466
2021
Q2 		$0 Hold
10
– – ﹤0.01% 2917
2021
Q1 		$0 Hold
10
– – ﹤0.01% 2917
2020
Q4 		$0 Hold
10
– – ﹤0.01% 2917
2020
Q3 		$0 Hold
10
– – ﹤0.01% 2917
2020
Q2 		$0 Hold
10
– – ﹤0.01% 2917
2020
Q1 		$0 Hold
10
– – ﹤0.01% 2917
2019
Q4 		$0 Hold
10
– – ﹤0.01% 2917
2019
Q3 		$0 Hold
10
– – ﹤0.01% 2917
2019
Q2 		$0 Hold
10
– – ﹤0.01% 2917
2019
Q1 		$0 Buy
+10
New +$38 ﹤0.01% 2919

Other funds holding ABUS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Arbutus Biopharma (ABUS) stake by 7.4% in Q1 2026, buying an estimated $726 and bringing the position to 2,423 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4741.

Carson Wealth (CWM LLC) first reported a position in ABUS in Q1 2019 and has held it in 28 quarters since. The position peaked at $11K in Q4 2025. 167 funds tracked by Wall St. Rank hold ABUS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,423 shares of Arbutus Biopharma worth $10.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 166 Arbutus Biopharma shares in Q1 2026, an estimated $726.
  • Arbutus Biopharma made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4741 holding.
  • Carson Wealth (CWM LLC) first reported a position in Arbutus Biopharma in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Arbutus Biopharma position peaked at $11K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held Arbutus Biopharma as of Q1 2026.

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