Carson Wealth (CWM LLC)
ALT icon

Carson Wealth (CWM LLC)’s Altimmune ALT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ALT Stock Details ALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.9K Buy
4,519
+1,437
+47% +$6.1K ﹤0.01% 4635
2025
Q4 		$11K Buy
3,082
+818
+36% +$3.57K ﹤0.01% 4483
2025
Q3 		$9K Buy
2,264
+373
+20% +$1.44K ﹤0.01% 4507
2025
Q2 		$7K Buy
1,891
+708
+60% +$3.83K ﹤0.01% 4425
2025
Q1 		$6K Buy
1,183
+25
+2% +$158 ﹤0.01% 4334
2024
Q4 		$8K Buy
1,158
+1,152
+19,200% +$8.8K ﹤0.01% 3964
2024
Q3 		$0 Sell
6
-218
-97% -$1.48K ﹤0.01% 4797
2024
Q2 		$1K Buy
224
+220
+5,500% +$1.62K ﹤0.01% 4297
2024
Q1 		$0 Buy
+4
New +$41 ﹤0.01% 4287
2022
Q1 		– Sell
-775
Closed -$7K – 3500
2021
Q4 		$7K Buy
+775
New +$8.23K ﹤0.01% 2525
2021
Q2 		$10K Hold
1,025
– – ﹤0.01% 2088
2021
Q1 		$10K Hold
1,025
– – ﹤0.01% 2088
2020
Q4 		$10K Hold
1,025
– – ﹤0.01% 2088
2020
Q3 		$10K Hold
1,025
– – ﹤0.01% 2088
2020
Q2 		$10K Hold
1,025
– – ﹤0.01% 2088
2020
Q1 		$10K Hold
1,025
– – ﹤0.01% 2088
2019
Q4 		$10K Hold
1,025
– – ﹤0.01% 2088
2019
Q3 		$10K Hold
1,025
– – ﹤0.01% 2088
2019
Q2 		$10K Hold
1,025
– – ﹤0.01% 2088
2019
Q1 		$10K Buy
+1,025
New +$3.06K ﹤0.01% 2088

Other funds holding ALT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Altimmune (ALT) stake by 47% in Q1 2026, buying an estimated $6.1K and bringing the position to 4,519 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4635.

Carson Wealth (CWM LLC) first reported a position in ALT in Q1 2019 and has held it in 20 quarters since. 173 funds tracked by Wall St. Rank hold ALT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,519 shares of Altimmune worth $13.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,437 Altimmune shares in Q1 2026, an estimated $6.1K.
  • Altimmune made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4635 holding.
  • Carson Wealth (CWM LLC) first reported a position in Altimmune in Q1 2019 and has held it in 20 quarters since.
  • 173 funds tracked by Wall St. Rank held Altimmune as of Q1 2026.

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