Carson Wealth (CWM LLC)
AVXL icon

Carson Wealth (CWM LLC)’s Anavex Life Sciences AVXL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AVXL Stock Details AVXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$107K Buy
34,760
+33,349
+2,364% +$144K ﹤0.01% 3208
2025
Q4 		$5K Sell
1,411
-1,741
-55% -$10.7K ﹤0.01% 4794
2025
Q3 		$28K Sell
3,152
-330
-9% -$3.35K ﹤0.01% 3916
2025
Q2 		$32K Buy
3,482
+364
+12% +$3.11K ﹤0.01% 3602
2025
Q1 		$27K Buy
3,118
+31
+1% +$293 ﹤0.01% 3455
2024
Q4 		$33K Sell
3,087
-363
-11% -$2.79K ﹤0.01% 3095
2024
Q3 		$20K Buy
3,450
+2,104
+156% +$12.1K ﹤0.01% 3341
2024
Q2 		$6K Buy
1,346
+1,166
+648% +$4.72K ﹤0.01% 3748
2024
Q1 		$1K Sell
180
-65
-27% -$366 ﹤0.01% 4073
2023
Q4 		$2K Sell
245
-413
-63% -$2.84K ﹤0.01% 3776
2023
Q3 		$4K Buy
658
+247
+60% +$1.97K ﹤0.01% 3530
2023
Q2 		$3K Sell
411
-25
-6% -$214 ﹤0.01% 3600
2023
Q1 		$4K Buy
436
+350
+407% +$3.49K ﹤0.01% 3355
2022
Q4 		$1K Buy
+86
New +$919 ﹤0.01% 3689
2022
Q1 		– Sell
-28
Closed – – 3516
2021
Q4 		$0 Buy
+28
New +$532 ﹤0.01% 3487
2021
Q2 		$5K Hold
200
– – ﹤0.01% 2339
2021
Q1 		$5K Hold
200
– – ﹤0.01% 2339
2020
Q4 		$5K Hold
200
– – ﹤0.01% 2339
2020
Q3 		$5K Hold
200
– – ﹤0.01% 2339
2020
Q2 		$5K Hold
200
– – ﹤0.01% 2338
2020
Q1 		$5K Hold
200
– – ﹤0.01% 2338
2019
Q4 		$5K Hold
200
– – ﹤0.01% 2338
2019
Q3 		$5K Hold
200
– – ﹤0.01% 2338
2019
Q2 		$5K Hold
200
– – ﹤0.01% 2338
2019
Q1 		$5K Sell
200
-5,800
-97% -$13.9K ﹤0.01% 2337
2018
Q4 		$9K Buy
+6,000
New +$13.6K ﹤0.01% 1355

Other funds holding AVXL

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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Carson Wealth (CWM LLC) increased its Anavex Life Sciences (AVXL) stake by 2,364% in Q1 2026, buying an estimated $144K and bringing the position to 34,760 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #3208.

Carson Wealth (CWM LLC) first reported a position in AVXL in Q4 2018 and has held it in 26 quarters since. 190 funds tracked by Wall St. Rank hold AVXL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 34,760 shares of Anavex Life Sciences worth $107K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 33,349 Anavex Life Sciences shares in Q1 2026, an estimated $144K.
  • Anavex Life Sciences made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3208 holding.
  • Carson Wealth (CWM LLC) first reported a position in Anavex Life Sciences in Q4 2018 and has held it in 26 quarters since.
  • 190 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q1 2026.

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