Carson Wealth (CWM LLC)
IBRX icon

Carson Wealth (CWM LLC)’s ImmunityBio IBRX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBRX Stock Details IBRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$361K Buy
47,081
+9,770
+26% +$66.9K ﹤0.01% 2260
2025
Q4 		$74K Sell
37,311
-6,948
-16% -$15.7K ﹤0.01% 3303
2025
Q3 		$109K Sell
44,259
-4,456
-9% -$11.5K ﹤0.01% 2918
2025
Q2 		$129K Buy
48,715
+43,583
+849% +$117K ﹤0.01% 2502
2025
Q1 		$15K Buy
5,132
+5,092
+12,730% +$15.4K ﹤0.01% 3874
2024
Q4 		$0 Buy
40
+14
+54% +$58 ﹤0.01% 5016
2024
Q3 		$0 Buy
26
+13
+100% +$60 ﹤0.01% 4962
2024
Q2 		$0 Buy
+13
New +$86 ﹤0.01% 4734
2022
Q1 		– Sell
-100
Closed -$1K – 3667
2021
Q4 		$1K Buy
+100
New +$751 ﹤0.01% 3313
2021
Q2 		$1K Hold
100
– – ﹤0.01% 2804
2021
Q1 		$1K Hold
100
– – ﹤0.01% 2804
2020
Q4 		$1K Hold
100
– – ﹤0.01% 2804
2020
Q3 		$1K Hold
100
– – ﹤0.01% 2803
2020
Q2 		$1K Hold
100
– – ﹤0.01% 2803
2020
Q1 		$1K Hold
100
– – ﹤0.01% 2802
2019
Q4 		$1K Hold
100
– – ﹤0.01% 2802
2019
Q3 		$1K Hold
100
– – ﹤0.01% 2802
2019
Q2 		$1K Hold
100
– – ﹤0.01% 2802
2019
Q1 		$1K Buy
+100
New +$126 ﹤0.01% 2801

Other funds holding IBRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its ImmunityBio (IBRX) stake by 26% in Q1 2026, buying an estimated $66.9K and bringing the position to 47,081 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #2260.

Carson Wealth (CWM LLC) first reported a position in IBRX in Q1 2019 and has held it in 19 quarters since. 386 funds tracked by Wall St. Rank hold IBRX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 47,081 shares of ImmunityBio worth $361K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,770 ImmunityBio shares in Q1 2026, an estimated $66.9K.
  • ImmunityBio made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2260 holding.
  • Carson Wealth (CWM LLC) first reported a position in ImmunityBio in Q1 2019 and has held it in 19 quarters since.
  • 386 funds tracked by Wall St. Rank held ImmunityBio as of Q1 2026.

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