Carson Wealth (CWM LLC)
HRMY icon

Carson Wealth (CWM LLC)’s Harmony Biosciences HRMY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HRMY Stock Details HRMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$571K Sell
20,379
-5,572
-21% -$183K ﹤0.01% 1916
2025
Q4 		$971K Buy
25,951
+18,449
+246% +$607K ﹤0.01% 1515
2025
Q3 		$207K Buy
7,502
+5,075
+209% +$175K ﹤0.01% 2414
2025
Q2 		$77K Sell
2,427
-277
-10% -$8.91K ﹤0.01% 2931
2025
Q1 		$90K Buy
2,704
+698
+35% +$25K ﹤0.01% 2504
2024
Q4 		$69K Buy
2,006
+537
+37% +$18.5K ﹤0.01% 2544
2024
Q3 		$59K Buy
1,469
+775
+112% +$27.2K ﹤0.01% 2567
2024
Q2 		$21K Buy
694
+247
+55% +$7.43K ﹤0.01% 3077
2024
Q1 		$15K Buy
447
+339
+314% +$10.9K ﹤0.01% 3095
2023
Q4 		$3K Sell
108
-118
-52% -$3.29K ﹤0.01% 3699
2023
Q3 		$7K Buy
226
+122
+117% +$4.24K ﹤0.01% 3298
2023
Q2 		$4K Buy
104
+7
+7% +$242 ﹤0.01% 3528
2023
Q1 		$3K Buy
97
+2
+2% +$91 ﹤0.01% 3509
2022
Q4 		$5K Buy
95
+9
+10% +$495 ﹤0.01% 3180
2022
Q3 		$4K Buy
+86
New +$4.2K ﹤0.01% 3176
2022
Q2 		– Sell
-30
Closed -$1K – 3924
2022
Q1 		$1K Buy
+30
New +$1.22K ﹤0.01% 3350

Other funds holding HRMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Harmony Biosciences (HRMY) stake by 21% in Q1 2026, selling an estimated $183K and leaving 20,379 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

Carson Wealth (CWM LLC) first reported a position in HRMY in Q1 2022 and has held it in 16 quarters since. The position peaked at $971K in Q4 2025. 310 funds tracked by Wall St. Rank hold HRMY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,379 shares of Harmony Biosciences worth $571K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5,572 Harmony Biosciences shares in Q1 2026, an estimated $183K.
  • Harmony Biosciences made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1916 holding.
  • Carson Wealth (CWM LLC) first reported a position in Harmony Biosciences in Q1 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Harmony Biosciences position peaked at $971K in Q4 2025.
  • 310 funds tracked by Wall St. Rank held Harmony Biosciences as of Q1 2026.

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