Carson Wealth (CWM LLC)
APLS

Carson Wealth (CWM LLC)’s Apellis Pharmaceuticals APLS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio APLS Stock Details APLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$459K Sell
11,403
-30,477
-73% -$657K ﹤0.01% 2083
2025
Q4 		$1.05M Sell
41,880
-52,353
-56% -$1.23M ﹤0.01% 1465
2025
Q3 		$2.13M Sell
94,233
-33,351
-26% -$778K 0.01% 1066
2025
Q2 		$2.21M Buy
127,584
+29,326
+30% +$543K 0.01% 912
2025
Q1 		$2.15M Buy
98,258
+53,663
+120% +$1.48M 0.01% 805
2024
Q4 		$1.42M Buy
44,595
+20,873
+88% +$628K 0.01% 918
2024
Q3 		$684K Buy
23,722
+19,571
+471% +$725K ﹤0.01% 1194
2024
Q2 		$159K Buy
4,151
+3,113
+300% +$141K ﹤0.01% 1709
2024
Q1 		$61K Buy
1,038
+832
+404% +$53K ﹤0.01% 2165
2023
Q4 		$12K Sell
206
-32
-13% -$1.62K ﹤0.01% 3065
2023
Q3 		$9K Buy
238
+61
+34% +$2.68K ﹤0.01% 3164
2023
Q2 		$16K Buy
177
+106
+149% +$9.15K ﹤0.01% 2769
2023
Q1 		$5K Sell
71
-4
-5% -$231 ﹤0.01% 3259
2022
Q4 		$4K Sell
75
-19
-20% -$1.01K ﹤0.01% 3259
2022
Q3 		$6K Buy
94
+8
+9% +$473 ﹤0.01% 2942
2022
Q2 		$4K Buy
86
+18
+26% +$821 ﹤0.01% 3043
2022
Q1 		$3K Buy
+68
New +$3K ﹤0.01% 2996

Other funds holding APLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Apellis Pharmaceuticals (APLS) stake by 73% in Q1 2026, selling an estimated $657K and leaving 11,403 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #2083.

Carson Wealth (CWM LLC) first reported a position in APLS in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.21M in Q2 2025. 323 funds tracked by Wall St. Rank hold APLS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,403 shares of Apellis Pharmaceuticals worth $459K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 30,477 Apellis Pharmaceuticals shares in Q1 2026, an estimated $657K.
  • Apellis Pharmaceuticals made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2083 holding.
  • Carson Wealth (CWM LLC) first reported a position in Apellis Pharmaceuticals in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Apellis Pharmaceuticals position peaked at $2.21M in Q2 2025.
  • 323 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2026.

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