Carson Wealth (CWM LLC)
ANNX icon

Carson Wealth (CWM LLC)’s Annexon ANNX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ANNX Stock Details ANNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$220K Buy
39,652
+9,355
+31% +$52.7K ﹤0.01% 2664
2025
Q4 		$152K Buy
30,297
+6,809
+29% +$26K ﹤0.01% 2769
2025
Q3 		$72K Buy
23,488
+5,754
+32% +$14.3K ﹤0.01% 3223
2025
Q2 		$43K Buy
17,734
+12,066
+213% +$24.2K ﹤0.01% 3389
2025
Q1 		$11K Buy
5,668
+4,066
+254% +$13.5K ﹤0.01% 4035
2024
Q4 		$8K Sell
1,602
-3,750
-70% -$23.1K ﹤0.01% 3966
2024
Q3 		$32K Buy
5,352
+2,844
+113% +$16.9K ﹤0.01% 3042
2024
Q2 		$12K Buy
2,508
+2,491
+14,653% +$12.9K ﹤0.01% 3418
2024
Q1 		$0 Buy
+17
New +$88 ﹤0.01% 4293

Other funds holding ANNX

RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Annexon (ANNX) stake by 31% in Q1 2026, buying an estimated $52.7K and bringing the position to 39,652 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2664.

Carson Wealth (CWM LLC) first reported a position in ANNX in Q1 2024 and has held it in 9 quarters since. 217 funds tracked by Wall St. Rank hold ANNX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 39,652 shares of Annexon worth $220K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,355 Annexon shares in Q1 2026, an estimated $52.7K.
  • Annexon made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2664 holding.
  • Carson Wealth (CWM LLC) first reported a position in Annexon in Q1 2024 and has held it in 9 quarters since.
  • 217 funds tracked by Wall St. Rank held Annexon as of Q1 2026.

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