Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Fulcrum Therapeutics FULC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FULC Stock Details FULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$92.8K Buy
12,094
+11,722
+3,151% +$109K ﹤0.01% 3342
2025
Q4 		$4K Buy
372
+173
+87% +$1.76K ﹤0.01% 4890
2025
Q3 		$2K Buy
199
+14
+8% +$101 ﹤0.01% 4999
2025
Q2 		$1K Buy
185
+142
+330% +$760 ﹤0.01% 4998
2025
Q1 		$0 Buy
43
+33
+330% +$121 ﹤0.01% 5106
2024
Q4 		$0 Buy
10
+5
+100% +$18 ﹤0.01% 4990
2024
Q3 		$0 Buy
+5
New +$37 ﹤0.01% 4925

Other funds holding FULC

SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return
FTM
First Turn Management Del Mar, California $895M AUM 261.28% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Fulcrum Therapeutics (FULC) stake by 3,151% in Q1 2026, buying an estimated $109K and bringing the position to 12,094 shares worth $92.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3342.

Carson Wealth (CWM LLC) first reported a position in FULC in Q3 2024 and has held it in 7 quarters since. 169 funds tracked by Wall St. Rank hold FULC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,094 shares of Fulcrum Therapeutics worth $92.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 11,722 Fulcrum Therapeutics shares in Q1 2026, an estimated $109K.
  • Fulcrum Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3342 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fulcrum Therapeutics in Q3 2024 and has held it in 7 quarters since.
  • 169 funds tracked by Wall St. Rank held Fulcrum Therapeutics as of Q1 2026.

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