Carson Wealth (CWM LLC)
CLYM

Carson Wealth (CWM LLC)’s Climb Bio CLYM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CLYM Stock Details CLYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$123 Sell
18
-11
-38% -$63 ﹤0.01% 5565
2025
Q4 		$0 Sell
29
-78
-73% -$187 ﹤0.01% 5712
2025
Q3 		$0 Sell
107
-2,286
-96% -$4.24K ﹤0.01% 5618
2025
Q2 		$3K Buy
2,393
+387
+19% +$482 ﹤0.01% 4836
2025
Q1 		$2K Buy
2,006
+1,984
+9,018% +$3.22K ﹤0.01% 4847
2024
Q4 		$0 Buy
22
+2
+10% +$7 ﹤0.01% 5223
2024
Q3 		$0 Buy
+20
New +$141 ﹤0.01% 5221

Other funds holding CLYM

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
MB
MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
GPP
Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
KCM
Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Climb Bio (CLYM) stake by 38% in Q1 2026, selling an estimated $63 and leaving 18 shares worth $123. The position accounts for ﹤0.01% of the portfolio, ranked #5565.

Carson Wealth (CWM LLC) first reported a position in CLYM in Q3 2024 and has held it in 7 quarters since. The position peaked at $3K in Q2 2025. 80 funds tracked by Wall St. Rank hold CLYM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18 shares of Climb Bio worth $123 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 11 Climb Bio shares in Q1 2026, an estimated $63.
  • Climb Bio made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5565 holding.
  • Carson Wealth (CWM LLC) first reported a position in Climb Bio in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Climb Bio position peaked at $3K in Q2 2025.
  • 80 funds tracked by Wall St. Rank held Climb Bio as of Q1 2026.

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