Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Immix Biopharma IMMX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IMMX Stock Details IMMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.11K Hold
1,000
– – ﹤0.01% 4809
2025
Q4 		$5K Buy
+1,000
New +$4.12K ﹤0.01% 4816

Other funds holding IMMX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return
BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCIM
Velan Capital Investment Management Alpharetta, Georgia $160M AUM 517.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Immix Biopharma (IMMX) position steady in Q1 2026 at 1,000 shares worth $9.11K. The position accounts for ﹤0.01% of the portfolio, ranked #4809.

Carson Wealth (CWM LLC) first reported a position in IMMX in Q4 2025 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold IMMX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,000 shares of Immix Biopharma worth $9.11K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Immix Biopharma share count unchanged in Q1 2026.
  • Immix Biopharma made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4809 holding.
  • Carson Wealth (CWM LLC) first reported a position in Immix Biopharma in Q4 2025 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held Immix Biopharma as of Q1 2026.

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