Carson Wealth (CWM LLC)
APGE

Carson Wealth (CWM LLC)’s Apogee Therapeutics APGE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio APGE Stock Details APGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.22K Buy
62
+4
+7% +$290 ﹤0.01% 5010
2025
Q4 		$4K Buy
58
+9
+18% +$567 ﹤0.01% 4867
2025
Q3 		$2K Sell
49
-31
-39% -$1.18K ﹤0.01% 4971
2025
Q2 		$3K Buy
80
+64
+400% +$2.44K ﹤0.01% 4738
2025
Q1 		$1K Sell
16
-3
-16% -$116 ﹤0.01% 4858
2024
Q4 		$1K Sell
19
-15
-44% -$765 ﹤0.01% 4650
2024
Q3 		$2K Buy
34
+24
+240% +$1.15K ﹤0.01% 4351
2024
Q2 		$0 Buy
10
+9
+900% +$437 ﹤0.01% 4568
2024
Q1 		$0 Buy
+1
New +$44 ﹤0.01% 4295
2023
Q4 		– Sell
-181
Closed -$4K – 4110
2023
Q3 		$4K Buy
+181
New +$3.99K ﹤0.01% 3525

Other funds holding APGE

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Apogee Therapeutics (APGE) stake by 6.9% in Q1 2026, buying an estimated $290 and bringing the position to 62 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #5010.

Carson Wealth (CWM LLC) first reported a position in APGE in Q3 2023 and has held it in 10 quarters since. 224 funds tracked by Wall St. Rank hold APGE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 62 shares of Apogee Therapeutics worth $5.22K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4 Apogee Therapeutics shares in Q1 2026, an estimated $290.
  • Apogee Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5010 holding.
  • Carson Wealth (CWM LLC) first reported a position in Apogee Therapeutics in Q3 2023 and has held it in 10 quarters since.
  • 224 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q1 2026.

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