Carson Wealth (CWM LLC)
ACLX

Carson Wealth (CWM LLC)’s Arcellx ACLX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ACLX Stock Details ACLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.84K Sell
77
-124
-62% -$10.9K ﹤0.01% 4821
2025
Q4 		$13K Sell
201
-144
-42% -$11.5K ﹤0.01% 4401
2025
Q3 		$28K Buy
345
+251
+267% +$18.1K ﹤0.01% 3915
2025
Q2 		$6K Sell
94
-56
-37% -$3.49K ﹤0.01% 4512
2025
Q1 		$10K Buy
150
+60
+67% +$4.07K ﹤0.01% 4084
2024
Q4 		$7K Buy
90
+9
+11% +$778 ﹤0.01% 4026
2024
Q3 		$7K Buy
81
+49
+153% +$3.26K ﹤0.01% 3916
2024
Q2 		$2K Buy
32
+21
+191% +$1.14K ﹤0.01% 4147
2024
Q1 		$1K Hold
11
– – ﹤0.01% 4056
2023
Q4 		$1K Hold
11
– – ﹤0.01% 3878
2023
Q3 		$0 Hold
11
– – ﹤0.01% 4145
2023
Q2 		$0 Hold
11
– – ﹤0.01% 4139
2023
Q1 		$0 Hold
11
– – ﹤0.01% 4007
2022
Q4 		$0 Buy
+11
New +$252 ﹤0.01% 3938

Other funds holding ACLX

GS
Gilead Sciences Foster City, California $2.12B AUM 143.53% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Arcellx (ACLX) stake by 62% in Q1 2026, selling an estimated $10.9K and leaving 77 shares worth $8.84K. The position accounts for ﹤0.01% of the portfolio, ranked #4821.

Carson Wealth (CWM LLC) first reported a position in ACLX in Q4 2022 and has held it in 14 quarters since. The position peaked at $28K in Q3 2025. 239 funds tracked by Wall St. Rank hold ACLX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 77 shares of Arcellx worth $8.84K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 124 Arcellx shares in Q1 2026, an estimated $10.9K.
  • Arcellx made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4821 holding.
  • Carson Wealth (CWM LLC) first reported a position in Arcellx in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s Arcellx position peaked at $28K in Q3 2025.
  • 239 funds tracked by Wall St. Rank held Arcellx as of Q1 2026.

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